CRMF News Archives | Page 6 of 6

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Customer Case Studies

How a Global Wealth Strategies Firm Went From 12 Months Wasted to Countless Time Saved with an Efficient CRM Engine

When Tardus, a global wealth strategies firm based in Honolulu, reached out to The CRM Firm they had already invested 12 months and thousands of dollars into a Salesforce implementation…

CRMFJuly 21, 2023

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How-to Guides Salesforce Consulting Salesforce Resources

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…

CRMFJuly 20, 2023

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Nonprofit Resources Salesforce Consulting Salesforce Resources

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…

CRMFJuly 15, 2023

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Salesforce Consulting Salesforce Resources

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…

CRMFJuly 11, 2023

How-to Guides Salesforce Resources

How to Leverage Task Automation to Streamline Repetitive work

Task Automation is the concept of leveraging your CRM solution to streamline, report on, and manage the tasks necessary to power your organization. We all complete dozens of repetitive tasks…

CRMFJuly 3, 2023

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Customer Case Studies Execats

How a NYC Staffing Firm Reduced Hours of Manual output to 15-minutes Weekly With ExecATS

Outdated tech solutions can seriously impede a business’ day-to-day operations, growth potential, and even employee satisfaction. When Taylor Hodson, a boutique staffing Firm and B2B Consulting Partner in New York…

CRMFJune 30, 2023

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Execats

5 Tips for Using Salesforce as a Resume Parser

Once relegated to the domain of Recruitment Industry Applicant Tracking Systems, resume parsing is worth consideration for any enterprise where hiring process efficiencies can be gained through candidate data standardization…

CRMFJune 28, 2023

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Salesforce Consulting Salesforce Resources

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…

CRMFMay 11, 2023

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