For Everyone

  • April 9, 2020

    How We Connect Clients in the SaaS Community

    “What’s your biggest challenge to growth in 2020?” David asked a room full of SaaS professionals. This was at Dreamforce, where we hosted a luncheon for our clients at Hakkasan San Francisco. It was a great opportunity to get together and share what they saw as challenges and opportunities going into the new year. We love to connect clie

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  • April 7, 2020

    How We Give Clients a Bird’s Eye View of the SaaS Industry

    Over 171,000 people attend Salesforce’s annual Dreamforce conference in the Fall. The conference features incredible thought leaders, captains of technology, and major private equity firms in the SaaS industry. The energy is incendiary. It’s also a lot to take in. It’s exhilarating to meet so many people, attend workshops & talks,

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  • October 30, 2018

    How to Track First Response Time on Salesforce Leads

    One of the many challenges many sales and marketing teams face using Salesforce effectively is to be able to easily track how fast leads are being responded to by their sales teams. Salesforce, unfortunately, does not provide the easiest way out of the box to track how fast your sales teams are logging the first call or email to the prospect.

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  • October 4, 2018


    This article appeared in full on OPEX on September 20th, 2018 In the past 20 years, companies have fundamentally changed the way they consume business systems. Data management could slow a company or enable growth. Efforts in reporting and analysis took time and were reliant on centralized IT departments. This dependency on began to wane in

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