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Contributed by Katie Levy, HigherEchelon Lead Salesforce Consultant One of the clearest benefits of the Salesforce platform is organizations can keep data in one centralized location, accessible from anywhere with an internet connection. But whether you’re looking to implement Salesforce, just implemented Salesforce, or you’re a seasoned pro, it’s important to understand how critical...

Pardot is an automated marketing tool that is used for lead generation and nurturing. For many businesses, this software can be powerful. It enables marketing teams to track and measure your communications with customers and leads and gain valuable insights into the behavior of the people who matter most. If you are looking for...

Salesforce is an ecosystem of tools and applications that businesses can leverage to support sales, marketing, data analysis, and more. There are many features available that can help team members collaborate on projects faster and more efficiently, including Salesforce Chatter. Salesforce Chatter is a social collaboration platform for Salesforce customers, helping employees share files,...

As a business, data security is a top priority. When you implement customer relationship management (CRM) software like Salesforce in your organization, you want to ensure that your information is safe and protected.  It is very common to wonder if your data is safe on Salesforce. Fortunately, Salesforce includes many important safeguards that are...

By: Katie Levy, HigherEchelon Lead Salesforce Consultant Salesforce is currently the world’s #1 customer relationship management (CRM) platform, and with good reason. It’s used by thousands of businesses and organizations with a variety of goals and use cases and can be used to do everything from engaging customers with relevant digital marketing, launching ecommerce,...