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Is your business looking for a quick, easy way to create surveys or polls that play nicely with Salesforce? Here’s what you are in for if you choose to go directly with Salesforce! Your #1 customer relationship management (CRM) platform offers Salesforce Survey as a tool to create and distribute surveys. The data retrieved from survey takers,…

Are you looking for a free and easy-to-use online survey tool? What is Jotform used for? Jotform is one of the top suggestions and boasts several templates for every industry. Given that Jotform is a popular and seemingly affordable choice, the question is, does it live up to the hype? And are there any leading alternatives? Read…

Generating your quotes and invoices using predefined templates with Salesforce is a potent way to streamline your sales workflow processes. You can use Salesforce’s dynamic document generation feature to get the job done, or you can try Titan! Titan is an excellent alternative to Salesforce’s document generation! We simplify document generation for Salesforce by empowering you to…

Sales proposals can offer your business so much value. For starters, they provide a professional way to communicate business prices for products and services to customers. A sales proposal is also an excellent opportunity to describe company goals, share vital and engaging information with readers, and a chance to boast about the ROI products and services can…

Job applications can significantly streamline any company’s recruitment process by providing candidates with a structured way to apply for a job opportunity. Have you considered converting your job applications to online forms that candidates can conveniently fill out and submit directly to your Salesforce database, saving employees from manual workflow processes? Keep reading our informative article to…

Take the lead in your industry by focusing on delivering excellent customer service! One way to achieve this target is to enable customers to submit quotes or order requests directly from your website. Whether you are a service-focused company or sell specific products, a popular tool that can help you create a seamless quote and order request…

How much do you know about your target audience? And do you think finding out more about their preferences and behavior patterns would better equip your business? Customer persona surveys (also known as buyer persona surveys) empower you to discover everything you need to know about particular sections of your intended market by helping you understand their…

What are Salesforce Competitor Analysis Surveys? Companies utilize competitor analysis surveys as research tools to obtain information about their competitors. These surveys aid businesses in studying their competitive environment, recognizing market trends, and gaining knowledge about their rivals’ strengths and weaknesses. Companies can make better-informed decisions regarding their marketing strategies, product development, and general business positioning through…

Collecting customer, employee, or even stakeholder feedback is crucial for any business across any industry. This type of data can be gained through surveys and will offer insights into your target audience’s levels of satisfaction. But why is it important to know how satisfied our customers or colleagues are? Well for starters, we gain an understanding of…

Conducting event registrations with Salesforce can change how you collect data from attendees and essentially mandate how your teams work. Are you ready to collect attendee data in a logical, organized, and well-structured manner? You will get just this, when it comes to Salesforce Event Registration forms. Transform how your business handles event registrations by using a…