The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My Top 3 CRMs – Updated November 2024
Best For Sales
Pipedrive
Best For Start-ups
Close
Best For Small Business
Capsule
Read My ‘Best 10 CRMs’ Post >>>
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Guide To Salesforce Global Picklists
Global picklists are a feature in Salesforce that allows you to create and manage picklist values that can be shared across multiple fields and objects. A picklist is a…
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How To Create Salesforce Reports To Show Files/Documents/Attachments
Salesforce is a powerful platform that allows you to store and manage various types of data, including documents. Documents are files that you can upload and attach to records,…
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How to Use Salesforce’s Action Plans and Action Plan Templates to Boost Your Sales Performance
We can be in no doubt that Salesforce is a powerful CRM platform that helps organisations manage customer relationships, track sales pipelines, and automate workflows. But did you know…
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Using Parent Campaigns in Salesforce
Salesforce is not just about Sales and Service. Salesforce is a powerful marketing platform as well, allowing you to manage your marketing and sales activities in one place. One…
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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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My 5 Favourite Salesforce Shortcuts
Did you know that Salesforce has shortcut keys? These are simple keystrokes that perform useful Salesforce actions. I use shortcuts a lot to work more effectively and efficiently in…
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Intro to Einstein GPT
I’m a big fan of using Artificial Intelligence (AI) to help small and medium businesses grow and retain customers. You’d have had to have been on a desert island…
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How To Use Kanban Display In Salesforce
The Salesforce Kanban view is a visual representation of data in a Kanban board format, which is commonly used in agile project management methodologies. In Salesforce, the Kanban view…
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How To Get Started With A Salesforce Bot To Support Your Customers
Hello there bot-fans. Have you considered creating a Salesforce bot to help support your customers? It’s a great thing to start with and to build out over time. Customers…
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To Do List On The Salesforce Utility Bar
With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility Bar can be added…
