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Need to know when we last had an in-person meeting with a contact or lead. Salesforce allows you to track this information as a task or event on the contact or lead record, but to trigger...
In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...
One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to...
When the great team at Cirrus Path asked us to contribute our experience using Cirrus Insight and what it did for Passage Technology, we were giddy with excitement, because as users of both Cirrus...
Sales Reps in a B2B world need quite some time to close opportunities in Salesforce, so much so, that they need to log sales call notes constantly and follow up on many activities for each of...
Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs.
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