Purposeful Duplicates in Salesforce
A Sales Process object, or Purposeful Duplicate Leads, is a great solution for transactional teams, but you better not need to switch...
What are the best practices for...?
It's dangerous to have blanket answers to questions about best practices. That said, guidance is a big part of what we do and maybe you'll find a few useful ideas. Here we share our thoughts on common Rev Ops problems to frame the options you'll have as an organization during a business transformation project.