Salesforce is a powerful tool for marketing agencies. It can help you manage your clients and their data, create custom reports and dashboards, automate your workflows, and more. But how can you make the most of Salesforce as a marketing agency? Here are some tips: 1. Use Salesforce to manage your clients and their data. […]

There are many accounting software programs on the market that cater to personal users. They vary in features, price, and complexity. So, what is the best accounting software for personal use? The answer depends on your needs and preferences. If you just need to track your income and expenses, then a simple program like Mint […]

If you’re anything like me, you’ve probably been using Pipedrive for a while and have built up quite a few complex pipelines. You may have also noticed that there is no way to copy a pipeline in Pipedrive. While this may seem like a hindrance at first, there are actually some benefits to not being […]

If you are a small business owner or contractor, you have probably heard of Freshbooks. It is an online accounting software that helps businesses keep track of their finances and invoicing. But how much does Freshbooks cost per month? The answer may surprise you. How much is Freshbooks? Is FreshBooks Worth the Monthly Cost? There […]

Salesforce is a popular CRM software that helps businesses keep track of their customer data. One common question we get is “Can you merge contacts in Salesforce?” The answer is yes, but there are some things to keep in mind when doing so. First, it’s important to understand that when you merge two contacts in […]

Salesforce is a cloud-based software that helps businesses keep track of their customers, sales, and other important data. One of the features of Salesforce is the ability to clone reports. Cloning a report means creating an exact copy of an existing report. This can be useful if you want to create a new report that […]

Hubspot CRM is a popular customer relationship management tool that helps businesses manage their customers and sales. The tool has a wide range of features, including contact management, lead capture, and automation. Hubspot offers a free version of its CRM, as well as paid plans that start at $50 per month. Hubspot CRM is a […]

If you’re using Pipedrive and want to change your category names, you can do so easily. Just go to Settings > Categories and click on the category name you want to change. Then, simply enter the new name in the “Name” field and click Save. That’s all there is to it! Pipedrive Using custom fields […]

There are a lot of accounting software options out there, so it can be tough to decide which one is best for your nonprofit. The most important thing to consider is what features you need and whether the software integrates with other systems you use. You also want to make sure it’s easy to use […]