Demo: Salesforce Plugin for Outlook

Sub-Headline: A must-have sales enablement tool for Salesforce users.

I’d like to Demo a great little Sales enablement tool that will make your Salesforce workflow easier and more efficient.

It is the new updated Salesforce plugin for Outlook and it’s an easy way to view prospect details and activity data right from within Outlook. You can also update a Contact’s Salesforce record without leaving your inbox.

Power Up your Campaign Members

Sub-Headline: Bridging the gap between Leads and Contacts.

The Campaign Member object is what allows us to report on both Leads and Contacts in the same report. But out the box it's quite limited. Let's see how we can power up Campaign Members in order to expand our reporting.

Salesforce Quick Fix: User cannot see report field

Sub-Headline: Salesforce Quick Fixes show simple solutions to everyday issues.

Occasionally a user might run into a situation where they are not able to see a field in a report. This might happen when creating custom report types or reporting on fields from a newly installed package. Fear not, this is how I fixed it in my instance.

The ultimate list of B2B marketing reports

Sub-Headline: Get the data you need to drive better business results

B2B (business-to-business) marketing reports can be a valuable tool for understanding the effectiveness of marketing efforts and identifying opportunities for improvement. 

Why are my prospects automatically being unsubscribed in Pardot?

Sub-Headline: We explain and provide a fix for this annoying problem.

Question: I have several prospects that are automatically unsubscribed from my email lists without them actually taking any action or clicking the unsubscribe link. Why does this happen and how can I prevent it?

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