Particle Blog
Customer Relationship Management (CRM) is Critical to Your Business

Customer Relationship Management (CRM) is Critical to Your Business

Customer Relationship Management (CRM) - or as we like to call it, Consistent Relationship Management - solutions have been around for decades now and most everyone has tried to institute some level of CRM processes whether it is basic contact management or implementing a robust system like Salesforce. However, most companies have failed at adopting CRM processes and solutions. So why is implementing best practices within a good CRM solution so critical?  Here are three main reasons why we think...
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3 Keys to a Successful Salesforce Implementation

3 Keys to a Successful Salesforce Implementation

Salesforce is a highly flexible, versatile solution that can help any organization manage their entire business from sales and marketing to customer support to client retention, and so on. Having so many use cases and so many features, implementations can seem overwhelming and too complex. Here are 3 keys to a successful Salesforce implementation that will maximize the benefits of the solution while increasing adoption and success. 1. Learn to crawl before you run. The faster you get the system implemented, the sooner...
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Salesforce is More than Just Sales

Salesforce is More than Just Sales

Most businesses use Salesforce for sales, but Salesforce is much more than just a CRM. In fact, you can (and should) manage your whole business on the Salesforce platform. You don’t need to buy different systems to manage different aspects of your business. When it comes to helping you run your business, Salesforce can do it all. Here are a few ways you can use Salesforce as a centralized platform to manage your business. Marketing Pardot, which is owned by...
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Prevent Duplicate Data within Salesforce

Prevent Duplicate Data within Salesforce

Duplicate data management and data stewardship are big challenges for all businesses. Databases that aren’t kept clean and updated can cause you to make unwise business decisions and affect your ability to execute quickly. Fortunately, this can be prevented within Salesforce. You don’t have to rely on AppExchange products to prevent duplicated data anymore. The platform now offers Duplicate Data Management as a native feature.  If you’re using the Professional, Enterprise, Unlimited, or Developer editions of Salesforce, you can detect duplicated data...
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Chatter More, Email Less with Salesforce

Chatter More, Email Less with Salesforce

Salesforce’s internal social collaboration platform, Chatter, is one of the top social collaboration tools according to review platform, G2 Crowd. This isn’t surprising. Chatter has enabled businesses to share valuable information amongst themselves, changing the way they collaborate and communicate internally. Chatter is a versatile tool for your company.  Here are three of the best ways you can use it to help your business: 1. Collaborate internally about prospects and customers. You can use Salesforce Chatter to ask questions you’d...
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