Join Kimberly Galitz, 2020 OpsStar of the Year and 2x Marketo Champion as she shares her foundational appro...
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Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how.
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As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.
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B2B selling looks nothing like the past. The rise of digital, the explosion of buyer signals and the shift to buyer-directed sales have forged a new set of B2B selling truths. Learn how B2B growth win
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Join Kimberly Galitz, 2020 OpsStar of the Year and 2x Marketo Champion as she shares her foundational approach to setting Marketing Operations up for success.
Despite massive investment in sales and marketing technology, the current B2B buying experience is still disjointed, inefficient, and painful. Is there a better way to leverage the modern revenue engi