AI Tools For Sales & Marketing
Free advice to help you choose the right tech stack for your business
My Recommended AI Tools For Sales & Marketing – Updated February 2025
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What’s an SF18ID?
You may hear Salesforce users and Admin refer to SF18IDs. But what are they and what do they mean? Each record on Salesforce has a unique identifier (ID). And…
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How To Personalise Your Nav Bar On Salesforce
When you open up Salesforce you will see a list of tabs along the top. But you may want to move some tabs around so you can have the…
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Show Table Totals In CRM Analytics
When creating tables in CRM Analytics Widgets and Lenses, it’s possible to add Totals to rows and columns – it’s just not always obvious where to do this for…
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How To Hide The Row Index Column In CRM Analytics
So you’ve created a fabulous Values Table in CRM Analytics within a Lens or Widget, but you can’t get rid of the annoying index column (Row Index Column) on…
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Adding A Utility Bar To Lightning Pages
The Utility Bar is a very simple tool that can be added to the bottom of Salesforce Lightning pages to highlight useful tools and links. And it only takes…
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What Is The Salesforce Waffle?
Towards the top-left corner of every Salesforce page, you’ll see this icon: What do you call this thing? This icon is actually called the App Launcher, see below. Click…
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This Is PROPER() Good In Excel
In this blog post, we’ll take a look at the PROPER function in Excel, which is guaranteed to save you time and effort when handling text data. The PROPER…
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Use EDATE() To Add (Or Remove) Months To A Date
I only recently found out about the EDATE() function in Excel and I love it. I wish I’d known about it long before now. It’s nice and simple to…
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How to use Flash Fill
What did we do before Excel offered Flash Fill? I can’t quite recall but I do remember it involved lots of Find, Left, Right and other formulas. Don’t know…
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Conditional Formatting
One of the simplest and most effective functions of Excel is Conditional Formatting. Data can become much more easily understood in a few clicks. What is conditional formatting? It’s…
