Top tips

  • How to rethink marketing with automation

    As you know, we’re big fans of Salesforce Pardot here at CloudShift which is why we have our own in-house Salesforce Certified Pardot Consultants. The team are constantly keeping on top of the latest trends and opportunities which the fast-paced world of marketing keeps offering up. Often initial conversations with clients begin with them explaining […]

  • Tips to maximise leads on Salesforce CRM

    Here at CloudShift we’re all about keeping things simple and efficient. That’s why we’ve created 5 simple top tips for using Leads on Salesforce CRM 1.       Simplify your lead capture – Don’t include too many mandatory fields for your records and make it simple for people to complete. When your sales reps are on the […]

  • CloudShift – Salesforce Top Tips  – Article #1

    There’s no doubt that getting to grips with a new CRM system can be daunting. But it needn’t be. Here at CloudShift we’ve put together a few top tips to help you get up to speed and get the most from your new Salesforce system as quickly as possible. Logging into Salesforce – first, check […]