Blog

September 23, 2024

Lead by Example: Simplifying Salesforce Lead Management

Our Salesforce product automates lead conversion, matching Leads to Contacts or Companies by email or domain, and differentiates personal vs. work emails. It streamlines lead management, reduces manual effort, and improves data accuracy. Features include bulk processing, status carryover, and support for complex account hierarchies with multiple domains.

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September 19, 2024

Outreach's Outlook Add-In Update

The clock is ticking! As we approach October 1, 2024, it's crucial to take action to ensure uninterrupted access to Outreach functionalities directly from Outlook™ inbox. NEW Outlook™ Add-In 3.0, which brings enhanced features and improved performance. However, the legacy Outlook™ Add-In will no longer be supported after this date. Here’s what you need to know.

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September 16, 2024

Outreach <> Salesforce - Basic Unmanaged Package

Outreach Salesforce Basic Unmanaged Package Without Historical Trending Reports

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March 20, 2024

The OG of Salesforce AI

Einstein Opportunity Scoring is a powerful tool designed to transform the way your organization approaches the sales processes. This feature adds a layer of predictive intelligence to your CRM, enabling your sales team to prioritize and focus on opportunities that are most likely to convert, maximize efficiency and boost overall sales performance. Did I already mention that it's free?!

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March 1, 2024

Help! My Salesforce Data is Driving me Nuts!

Poor Data Quality is the single biggest obstacle to achieve lasting value from Salesforce. Fortunately, there’s well-established methods to measure and fix data quality issues.

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