Salesforce is a powerful customer relationship management (CRM) platform. One of its key features is the ability to track and manage customer accounts. But what if you need to add multiple accounts to a campaign? Can you do that in Salesforce? The answer is yes! You can easily add multiple accounts to a campaign in […]

Pipedrive is a CRM software that helps sales teams to track and manage their deals. It has a wide range of features that makes it a powerful tool for sales management. One of the most useful features for sales teams is the ability to track email opens. This allows users to see when an email […]

Formula fields are one of the most commonly used tools in Salesforce. They allow you to create custom fields that are derived from other fields in Salesforce. For example, you could create a formula field that calculates the amount of sales tax on an opportunity. Formula fields are extremely versatile and can be used in […]

Salesforce is a powerful Customer Relationship Management (CRM) tool, but it does have its limitations. One such limitation is the inability to rename standard objects. This can be frustrating for users who are accustomed to using different terminology for their data than what Salesforce has assigned. In this blog post, we’ll explore whether it’s possible […]

Yes, you can segment several different businesses on Pipedrive. You can do this by creating a separate account for each business and then using the “Segment” feature to segment your contacts into the different businesses. This will allow you to keep track of your contacts’ activities and deals separately for each business. Which Pipedrive plan […]

Yes, we can export data using Import Wizard in Salesforce. This is a great tool for quickly exporting data from one org to another. For example, if you need to move data from a production org to a development or test org, you can use Import Wizard. Open Data Export in Salesforce Select the type […]

Pipedrive is a CRM software that allows users to manage their customer relationships and sales pipeline. It is a popular choice for small businesses and entrepreneurs because it is easy to use and has a low price point. Pipedrive can be used for multiple businesses, but there are some limitations to consider before using it […]

There are a lot of business owners out there who have more than one company. And, if you’re one of them, you might be wondering if you can manage multiple companies in Quickbooks Online. The answer is yes! You can absolutely have multiple companies in Quickbooks Online. In fact, it’s actually pretty easy to do. […]

Pipedrive is a sales CRM software that helps sales teams manage their deals and pipeline. It’s a great tool for small businesses and startups who want to get organized and close more deals. But what if you’re not happy with the Pipedrive brand? Can you rebrand it to something more fitting for your business? The […]