Category: Titan Forms
Is it time to create a single source of truth for your customer data? If you answered yes, then take a look at Customer Data Platforms (CDPs). They can give you this power since they are designed to collect data from multiple sources and team efforts while creating processes to ensure records are not duplicated in your…
More and more, we see modern day businesses use inside sales strategies and techniques for sales and marketing operations. As stated by Insidesales.com, a company website for an Enterprise Sales Engagement platform, 47% of businesses today engage in inside sales practices. So, if you are interested in joining this revolutionary movement and starting a career in Inside…
It’s been 10 years since Marc Benioff declared at an internal all-hands meeting that Salesforce would become an AI-first company! While the CRM giant has been pumping time and money into AI initiatives for many years now (Einstein itself was released in 2016), it’s only since Dreamforce 2023 that regular Salesforce users have felt the surge of…
Is your lead conversion process in Salesforce efficient and effective? Or is it time-consuming and super manual? We want your processes to be of high quality so you can convert leads into customers or opportunities, and finalize sales faster. For this reason, this article provides some best practices for capturing lead data in Salesforce. Towards the end, we also…
“Use the Powerful Salesforce Scheduler Tool to Streamline Appointments for Customers & Colleagues“ You might not have heard that Salesforce Lightning Scheduler is now called Salesforce Scheduler! The name change happened to align more with Salesforce’s latest business strategies. Nevertheless, Salesforce’s appointment scheduling software is a must for any business that needs help with reducing manual tasks…
“Learn how to Work Better and more Confidently with Lead Data in Salesforce.” Imagine clicking a button and transferring all your lead data to contact, account, and opportunity records in Salesforce. It is that simple to convert a lead to a contact in Salesforce. Read our article below to find out how to go about this for…
Lead conversion in Salesforce consists of tasks and processes to turn qualified leads into accounts, contacts, and opportunities. But, what is a lead? A lead is a person or a company that shows interest in your business products or services. Sales agents often engage with leads to try convert them into customers. The tasks and processes that…
Whether you have less than 200 employees or over 10,000, Salesforce Sales Cloud has a solution to manage your entire sales process, improve sales efficiency, and boost productivity. Sales Cloud – a customer relationship management platform – was developed directly on the Salesforce Einstein Platform and gives you a 360° view of your customers to do anything…
Are you looking for a powerful form-building tool to streamline your business operations and enhance customer experience? Look no further! In this article, we will compare two top-notch form-building solutions, FormAssembly and Titan, to help you choose the best option for your business. Before we dive into the specifics of FormAssembly and Titan, let’s take a quick…
What Is Cold Calling in Sales? Reaching out to potential customers who have not expressed interest in a company or its products before is called “cold calling.” It means that the salesperson contacts individuals via the phone, email, or any other means, such as social media, without there having been prior contact. The “cold” refers to the…
