Salesforce Consulting Archives

Salesforce Consulting

DEBT & Data, Hand-in-hand

Tardus Wealth Strategies is a full-service wealth-coaching company based in sunny Honolulu, serving clients globally by helping them build passive income, manage debt, and plan for a secure financial future.…

crmf_creativeSeptember 25, 2023

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Salesforce Email Automation with Flow and Lightning Templates

Why Automate Emails There are countless reasons for automating emails in Salesforce. For instance, it improves customer relationships by increasing touch points with your constituents throughout their customer journey while…

crmf_creativeSeptember 18, 2023

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A Beginner’s Guide: How to Automate the Salesforce Platform with Flow

Salesforce Flows are a powerful, all-inclusive automation tool that can revolutionize how businesses operate within the Salesforce platform. Whether you’re new to Salesforce or looking to enhance your skills, this…

crmf_creativeJuly 20, 2023

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Harnessing Salesforce for Nonprofits: Empowering Organizations for Greater Impact

Nonprofit organizations face unique challenges to run a successful business and impact the mission(s) they serve. From high-volume outreach to asking for large monetary gifts, the stakes are high for…

crmf_creativeJuly 15, 2023

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What to Expect from Your Salesforce Implementation

You've Chosen Salesforce; Now What? Time to implement! A Salesforce implementation is the process of setting up and configuring the Salesforce platform for a business to use as a daily…

crmf_creativeJuly 11, 2023

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4 Benefits of Hiring a Salesforce Consultant

If your team doesn’t have a Salesforce Administrator or someone dedicated to the maintenance and customization of your CRM, chances are you are not getting the most out of your…

crmf_creativeMay 11, 2023

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