Blog Archives

Project Management Tool Roundup!

Many of our clients have an ongoing need for project management solutions. We recently did a quick review for a client to answer four key questions: What tools are out there for Project Management? Can those tools integrate with Salesforce?

Posted in Implementation Success

Webinar Tool Roundup + Salesforce!

Do you use Salesforce, and want a Webinar tool that might integrate? The first question you should ask is – do I need it to integrate, and why? As data folks we never like data silos, but there can be

Posted in Implementation Success

Integrating Salesforce and MailChimp

Now that we have prepped for our MailChimp to Salesforce Integration  [if you haven’t, see our prep article here] let’s dive into setting up MailChimp for Salesforce and considerations for populating the groups you have previously created. Integration Logistics:       Download

Posted in Implementation Success

Prep for your MailChimp Integration w/ Salesforce

Integrating MailChimp with Salesforce can be as easy as a download from the AppExchange and a click of a [few] buttons. However, if you have been using MailChimp [MC] as your main email database for some time, [and may or

Posted in Implementation Success

Salesforce Knowledge: Knowledge is Power

Google drive, Dropbox, box, computer storage wait… where is that document? For anyone that has ever spent more time looking for a document than it would actually take to read it, we recently came across a Salesforce tool that can

Posted in Community, Implementation Success