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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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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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…
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Salesforce Dashboard Properties – View Dashboard As
If you’ve ever created a Dashboard in Salesforce, you’ll have come across the Dashboard Properties option from the cog – see below. Click on the cog and you’re presented…
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Salesforce Case Reporting – What Do All The ‘Show Me’ Options Mean?
Salesforce allows users to report on Cases in many useful ways. If you create a report that uses the Cases Report Type (see image below) then you’ll be presented…
