Particle Blog
Avoid the Headaches of Data Integration with Salesforce

Avoid the Headaches of Data Integration with Salesforce

For growing businesses, having data in multiple, siloed systems is a major issue. Data is spread across multiple systems making it hard to have a full 360 view of vital customer information. It’s hard to know everything that’s going on in your business. Trying to get all the information you need into one place can make data integration a time-consuming and expensive endeavor. You can avoid data integration problems with Salesforce.  1. All your information is in one location. Using...
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Salesforce Lightning Reports: The 3 Best Features about the New Salesforce Reports and Dashboards

Salesforce Lightning Reports: The 3 Best Features about the New Salesforce Reports and Dashboards

In a previous post, we talked a little bit about the new Salesforce Lightning Experience. We want to discuss in detail one of the best new features - the new Salesforce Lightning reports and dashboards. First of all, like the rest of Lightning’s new user interface, reports and dashboards look better than ever. They’re also easier to navigate and edit. They are more interactive too, which makes the data more engaging to read and interpret. Here are some of its...
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Salesforce Workflow Automation: Scaling Your Business using Salesforce

Salesforce Workflow Automation: Scaling Your Business using Salesforce

Many times when a routine event occurs in your business, it starts a chain reaction of other events. People need to be notified, tasks must be scheduled, and processes must be started. Salesforce workflow automation can help. Day-to-day business operations are made up of dozens or more of interrelated actions and reactions like these: A new customer signs up for your services, you send them a thank-you e-mail, notify the billing department to set up their account, and schedule your...
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Salesforce Lightning Experience is Great, Just Don’t Enable it Yet

Salesforce Lightning Experience is Great, Just Don’t Enable it Yet

Salesforce recently released it's anticipated Lightning Experience which is arguably the biggest release/update to the product in company history. The release completely changes the user experience and the foundation of the visual framework for Salesforce. If you aren't familiar with the Lightning Experience, click here for a great overview. With all the hype and anticipation, many of our clients are wondering when/if they should enable the new features. First of all, the good news is that you don't have to enable...
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Make Sales Relationship Building a Process in Salesforce

Make Sales Relationship Building a Process in Salesforce

I hear a lot of reps talk about sales relationship building, but most reps can't tell you what they mean or explain how they do it. It can often be a cover for wasted time. As far as I'm concerned, building business relationships is simply a matter of interacting with your contacts in a way that adds value to them. If building relationships is important to you, and you're using Salesforce, here's a way you can make your sales relationship...
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