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How To Automate Sending Surveys

How To Automate Sending Surveys

Out of the box, Salesforce surveys are a great way to solicit feedback from your customers. However, they do come with some limitations. For instance, after setting up your survey questions, the only place you can send your survey to others is from the survey builder...
Managing Projects With TaskRay

Managing Projects With TaskRay

Previously, we’ve covered how to add projects to Opportunity stages, but how can you manage these projects within Salesforce? Many companies use external tools to build project plans and track tasks, but the AppExchange actually offers its own native solutions as...
Adding Evaluation Periods To Opportunity Stages

Adding Evaluation Periods To Opportunity Stages

Previously, we explored how SaaS companies use projects to account for parts of their sales cycle that standard Salesforce lacks. Offerings like free trials, evaluation periods, partial installations, freemium pricing, and other models can all use projects to track...
Adding Projects To Opportunity Stages

Adding Projects To Opportunity Stages

Out of the box, Salesforce follows a fairly rigid sales cycle. The system tracks Leads as your sales team generates and pursues them. When they convert a Lead, Salesforce creates a corresponding Account, Contact, and Opportunity. The sales cycle completes when the...