The Link Up

Welcome to The Link Up podcast by Customer Link! Salesforce is a powerful platform that offers a wide variety of products and features. The Link Up is dedicated to guiding you towards Salesforce greatness by explaining the best practices and topics you need to pay attention to during your Salesforce journey. In this episode, we'll discuss expert insights and best practices to unleash the full potential of Salesforce thanks to seamless integrations with diverse tools and systems. (00:00) - Intro (03:27) - Most frequently asked questions about CRM implementations (04:18) - Main challenges of a CRM implementation (07:23) - Why are Salesforce integrations with other tools interesting (08:36) - Commonly used Salesforce integrations (10:45) - Integration examples (14:50) - Integration frameworks, or not? (18:50) - Key advice for organizations considering integrations (21:14) - Ensuring data quality and security (25:27) - Conclusion Follow us on LinkedIn: https://www.linkedin.com/company/the-customer-link/ Follow us on Instagram: https://www.instagram.com/customerlink/

Welcome to The Link Up podcast by Customer Link! Salesforce is a powerful platform that offers a wide variety of products and features. The Link Up is dedicated to guiding you towards Salesforce greatness by explaining the best practices and topics you need to pay attention to during your Salesforce journey.  In this episode, we'll discuss the critical importance of data quality. (00:00) - Intro (03:21) - How does the need for a platform like Salesforce arise? (06:11) - Common combinations with Marketing Cloud (11:17) - Obtaining and maintaining qualitative data, without duplicates (18:37) - Frameworks for importing existing data (23:33) - Building a 360° view (31:15) - Main implementation concerns (33:33) - Conclusion Follow us on LinkedIn: https://www.linkedin.com/company/the-customer-link/ Follow us on Instagram: https://www.instagram.com/customerlink/

Welcome to The Link Up podcast by Customer Link! Salesforce is a powerful platform that offers a wide variety of products and features. The Link Up is dedicated to guiding you towards Salesforce greatness by explaining the best practices and topics you need to pay attention to during your Salesforce journey.  In this episode, we'll explore the complex infrastructure of Salesforce and provide you with tips and strategies for successfully navigating it. (00:00) - Intro (01:18) - When does the need for a CRM platform like Salesforce arise? (05:14) - Existing Salesforce roadmaps (09:40) - Interesting Salesforce (customization) use cases (19:10) - Tips & tricks for making adjustments yourself (27:30) - Salesforce data model (35:30) - Ready-to-use & convenient components of Sales Cloud (40:18) - Conclusion Follow us on LinkedIn: https://www.linkedin.com/company/the-customer-link/ Follow us on Instagram: https://www.instagram.com/customerlink/

THE LINK UP is a round table interview format that includes our clients and our CL consultants talking through their Salesforce implementations, collaborations, integrations,…

THE LINK UP is a round table interview format that includes our clients and our CL consultants talking through their Salesforce implementations, collaborations, integrations,…    In short: we’re LINKING UP with each other and would love to share that with you as well.   In this episode Viva Packaging Europe and Customer Link zoom into their Salesforce implementation, which features got included and how they switch from excel files to Sales Cloud.

THE LINK UP is a round table interview format that includes our clients and our CL consultants talking through their Salesforce implementations, collaborations, integrations,…    In short: we’re LINKING UP with each other and would love to share that with you as well.  We kick off this series with EASYPOST.  Annelies, Jos & Catrien will give you an idea of the switch Easypost made from Teamleader to Sales Cloud, Zendesk to Service Cloud and Hubspot to Pardot. A full 360° Salesforce approach set up by CL.