Ideas and InsightsFrom our expert authors

Jul 27 2015

The 5 W’s of Marketing Automation, Part 2

Pardot, Salesforce

The second in a two-part series; you can find the first part here.  WHO Who should be involved in a move to marketing automation? Like any major IT project, implementing marketing automation will involve many stakeholders across most areas of the organization. Typically, the Marketing team will be the primary drivers of the project, bringing…

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Written by Meredith Fay Meredith Fay

Jul 23 2015

Salesforce Tips and Tricks: 7 Day FUP Button

Salesforce, Tips & Tricks

Salesforce 7 Day FUP

One of my favorite, and I think truest, sales quotes of all time is this: “It is not your customer’s job to remember you. It is your obligation and responsibility to make sure they don’t have a chance to forget you,” by Patricia Fripp. Hence, the importance of following up with leads, opportunities, and customers….

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Written by Chad Smith Chad Smith

Jul 20 2015

The 5 W’s of Marketing Automation, Part I

Pardot, Salesforce

Marketing Automation with Pardot by Alternative

“Automation” is the buzzword of the day in many businesses, and marketing shops are no exception. Over the next several weeks, we’ll take a look at the “Five W’s of Marketing Automation” to help get your team up to speed on the technology trend that’s here to stay. First, let’s take a look at what…

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Written by Meredith Fay Meredith Fay

Jul 13 2015

Salesforce Service Cloud by Alternative: Part-Standard, Part-Custom, All Seamless

ERP, Salesforce

Salesforce Service Cloud for ViON by Alternative

Salesforce Service Cloud offers a holistic approach to customer service on top of the powerful salesforce.com platform, helping you manage all of your cases better and faster. Service Cloud offers flexibility, mobility, and an ability for customer services reps to have a 360 degree view of the customer. Specifically, Service Cloud integrates service channels seamlessly…

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Written by Laura Thompson Laura Thompson

Jul 9 2015

How to Convert a Lead in Use by a Time-Based Workflow in Salesforce

Salesforce, Tips & Tricks

How to Convert a Lead in Salesforce Screenshot

Have you ever tried to convert a Lead, only to get the “Unable to convert lead that is in use by workflow” message? Annoying isn’t it? Fortunately, there’s a relatively easy workaround using an additional custom field, and a JavaScript button, but first why would you want to use time based workflows on leads?  One,…

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Written by Chad Smith Chad Smith

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