The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My #1 Recommended CRM System
Pipedrive is a sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
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My Pipedrive CRM Review 2024
In the ever-developing world of Customer Relationship Management (CRM) platforms, Pipedrive has emerged as a major player, and it’s one I love. Founded in 2010, Pipedrive has quickly become…
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Salesforce Summer ’24 – Matrix Reports
With the Salesforce Summer ’24 Release we can now summarise very complex data using Matrix Reports. Think of a Matrix Report as a simple Pivot Table you may already…
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How To Easily Assign Salesforce Permission Sets To Many Users
You may have been asked to give a permission set to many of your Salesforce users and found that the user interface in Setup isn’t particularly helpful. Sorting and…
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Top Tips Using Salesforce Data Loader
I use Salesforce Dataloader a lot – I’m currently using v 60.0.2 . It’s a fantastic tool but there are a few tricky things to remember when using the…
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How To Subscribe To A Report In Salesforce
Subscribing to a Salesforce Report is a great way to get users to regularly engage with Salesforce, if they aren’t already. Subscribing to a Report means the user will…
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How To Hide ‘Mark Status As Complete’ On A Salesforce Path
The Salesforce Path is fantastic as a quick visual for users to see the current stage or status of a Salesforce record. To take a look at Paths in…
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Issues With Uploading Dates Using Salesforce Data Loader?
Have you ever uploaded (inserted, updated or exported) dates into records in Salesforce but you then notice the date is not quite what you expected when you look at…
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Bulk Upload Members To A Salesforce Chatter Group
Chatter is a Salesforce’s version of Twitter/X. Chatter allows Salesforce users to collaborate on records. Admins can create Chatter Groups to allow a group of users to discuss topics…
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Salesforce Productivity: Workbench Tool
A Salesforce tool was recommended to me several years ago, and I have used that tool every week since in my Salesforce career. That tool is Workbench. Workbench is…
