AE Insight Exchange
Welcome to the Insight Exchange
Here you will find a curation of resources aimed to equip and educate Salesforce Account Executives to better navigate sales conversations, recommend solutions, articulate value, and drive success.
From insightful case studies to product comparison guides, we are here to be a partner and a resource. Explore our resources below and let us know how we can further serve you!
Most Recent
Building A Philanthropic Experience
Learn how The CRM Firm helped a philanthropic planetary health client streamline operations with a centralized Grant Application Hub that transformed their grant management, and their ability to deploy funds and support innovators in Food & Agriculture, Climate & Energy, Oceans, and Community sectors, all using Salesforce.
Capital Area Food Bank: NPSP
Learn how The CRM Firm restored data functionality and reliability to Salesforce NPSP, improving Capital Area Food Bank’s ability to do business effectively.
Comparing Marketing Clouds
Selecting the right Salesforce marketing solution can be a challenge. In this analysis, we compare Marketing Cloud Account Engagement (Pardot/MCAE), Marketing Cloud Engagement (MCE), and Marketing Cloud Growth (MCG), evaluating factors such as core functionalities, implementation costs, resource requirements, and technical expertise.
Products
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Integrations
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Case Studies
Building A Philanthropic Experience
Learn how The CRM Firm helped a philanthropic planetary health client streamline operations with a centralized Grant Application Hub that transformed their grant management, and their ability to deploy funds and support innovators in Food & Agriculture, Climate & Energy, Oceans, and Community sectors, all using Salesforce.
Capital Area Food Bank: NPSP
Learn how The CRM Firm restored data functionality and reliability to Salesforce NPSP, improving Capital Area Food Bank’s ability to do business effectively.
Seeley Intl: Sales Cloud
Seeley International, Australia’s leading air conditioning manufacturer, sought help from The CRM Firm to address inefficiencies in their sales operations, which involved manual Excel tracking alongside Salesforce usage.