Categories
CRM

[SAS] Create Reports and Dashboards for Sales and Marketing Managers-Filter Your Reports [Video]

Hi, everyone,I wish this video will helps your enhancing Salesforce skills.Please don’t use this for cheating to getting badges.I hope you use it when you are really stuck in difficulty.If you need any question, please let me know.Also if you can answer to someone’s questions, you can do!Please enjoy this video and subscribe this channel.”Like” is a mandatory!!Thanks.

Categories
CRM

How to Boost Online Fundraising with Salesforce and Donorbox | Donorbox Webinar [Video]

When we think of the nonprofit sector we often think of doing good — and with the good comes, well, needs. Your organization’s needs (donations!) and your donors’ needs (to know that their donation is making a difference). These two groups of people might seem like they’re miles apart, but in fact, they’re closer than you think.This is where the power of Customer Relationship Management software comes in.By using the winning combination of Salesforce (the leading cloud-based CRM) and Donorbox, you can close that distance and be one step closer to building trust between the donor and the nonprofit – allowing you to interact with your donors throughout the relationship cycle by tracking donations, events, advocacy actions, and more.Join us for a webinar to learn:- What Salesforce Nonprofit cloud has to offer for committed organizations like yours- How you can leverage their community offerings to offset the cost of acquiring licenses for Salesforce- What can be achieved from a CRM when it comes to relationship management and fundraising- A brief overview of the most important features that Salesforce has to offer- How Donorbox and Salesforce can create a smooth end to end solution to take care of your entire fundraising operational functionsTake the Readiness Survey: https://www.salesforce.org/power-of-us/Submit Your Application: https://powerofus.force.com/powerofusapplyMore nonprofit resources and tutorials to help you on your journey:– Learn more about nonprofit fundraising (https://donorbox.org/nonprofit-blog)- Some prominent case studies (https://donorbox.org/case-studies)- Donorbox full features (https://donorbox.org/features)- See how Donorbox integrates with other apps (https://donorbox.org/features) #nonprofit #fundraising #salesforce

Categories
CRM

Need and Advantage of Salesforce Flow Builder [Video]

Flow Builder is a faster and easier tool designed by Salesforce for the marketing people to assemble the flows efficiently. It makes Lightning Flow even better and replaces the existing Cloud Flow Designer tool.#salesforceflowbuilder #salesforce #crm #cloud #lightningRead on: https://www.awsquality.com/flow-builder/Contact: https://www.awsquality.com/contact-us/Request Consultation: https://www.awsquality.com/request-consultation/You can also reach out to us on different social media platforms using the following links -1. Facebook – https://www.facebook.com/awsquality/2. Twitter – https://twitter.com/awsquality3. Instagram – https://www.instagram.com/awsquality/4. LinkedIn – https://www.linkedin.com/company/awsquality-technologies

Categories
CRM

How Zoom Was Inspired by a Love Story | Ep. 14 | The Inflection Point [Video]

Eric Yuan first got the idea for Zoom as a college student in China who wanted to see his long distance girlfriend. Now Zoom is leading the way on the future of work, and Yuan’s number one goal through it all remains connecting people and making them happy. Follow @Monicalangley on twitter for more updates on The Inflection Point Series:https://twitter.com/monicalangleyWatch more episodes of The Inflection Point on Salesforce+: https://www.salesforce.com/plus This episode of The Inflection Point was brought to you in partnership with IBM.Trust IBM’s expertise, technology and insights to unlock innovation and build your future business together. Learn more at ibm.com/services/salesforceStay ahead with the latest C-Suite content, fresh ideas, and stories of change with the C-Suite Perspectives Newsletter. Sign up here.Subscribe to Salesforce: http://bit.ly/SalesforceSubscribeLearn more about Salesforce: Website: https://www.salesforce.comFacebook: https://www.facebook.com/salesforceTwitter: https://www.twitter.com/salesforceInstagram: https://www.instagram.com/salesforceLinkedIn: https://www.linkedin.com/company/salesforceAbout Salesforce: Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Categories
Marketing Automation

Pardot Engagement Studio [Video]

Learn how to use Pardot Engagement Studio to engage and attract prospective students.

Categories
Marketing Automation

Should Insurance Agents Use Salesforce? [Video]

Insurance agents who are looking at Salesforce for their CRM and AMS should consider these important facts.1. Salesforce is a powerful tool that is built to support the world’s largest companies.2. Salesforce is worth billions of dollars, but they only have 150,000 customers out of the tens of millions of businesses worldwide – why? They’re built for only the largest companies out there. They aren’t built for a team of 5 or 25 people.3. Salesforce implementations require having a full-time person manage the setup and configuration. These employees usually make between $80,000 and $125,000 per year.4. Monthly costs for Salesforce very quickly reach $1000 and sometimes $100,000 per month depending on the number of users.5. Salesforce implementation costs typically start at around $50,000 and can easily reach the 7-figure mark for bigger businesses.6. All of that just to get your insurance CRM setup. Then, you have to add on a marketing automation package like Eloqua or Pardot – either of those will add $2,000 to $10,000 per month to your bill and each of those systems require you to have a marketing plan, content, assets, etc. ready to go – and you’ve got to pay $20,000 to one of their certified experts to get it set up.7. Salesforce is not an insurance AMS. How do you get your policy downloads, commission reports, renewals, etc in there? You have to build a custom integration with the AMS you’re using8. Salesforce is a great tool for big massive businesses. It’s probably the best out there if you’re a mid-sized company or larger doing more than $75,000,000 a year in revenue. 9. There are very few insurance agencies that fit that profile. Salesforce is for carriers – not agencies.Companies like Veruna, Novidea, and Applied Epic have tried to build their AMS platform on top of Salesforce. Building an agency management system on top of another companies platform is a bad idea for two reasons. 1) The AMS company has no control over the cost structure. Salesforce can increase pricing at any time2) The AMS company has no control over the business practices. Salesforce can require terms of service that do not benefit insurance agents.The AMS company has little to no power in how Salesforce is run, or in the decisions that Salesforce makes to the company. These decisions can altar or destroy an AMS company and make life more difficult for insurance agents.Interested in learning more about Better Agency CRM/AMS? Schedule a personalized demo today: https://betteragency.io/demo/#InsuranceAMS #SalesforceAMS #Insurtech

Categories
CRM

How a Laid-off Restaurant Manager Uses Salesforce to Start Tech Career [Video]

At a time when the workforce is changing at a historic rate, Vietnamese immigrant Tony Nguyen was laid off and lost his home. With the help of Trailhead and the Trailblazer community, Nguyen was able to pursue and achieve an opportunity he never thought possible.#Salesforce #TrailheadWatch more and learn more on Salesforce+: https://www.salesforce.com/plusSubscribe to Salesforce: http://bit.ly/SalesforceSubscribeLearn more about Salesforce:Website: https://www.salesforce.comFacebook: https://www.facebook.com/salesforceTwitter: https://www.twitter.com/salesforceInstagram: https://www.instagram.com/salesforceLinkedIn: https://www.linkedin.com/company/salesforceAbout Salesforce:Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Categories
CRM

What’s the Best CRM System & Why! | Zoho Vs Salesforce Vs Microsoft Vs Oracle Vs Pipedrive Vs Pega 🚀 [Video]

In this video, I’ll unveil which is the “Best CRM System” and the “Why”. All of this with a complete breakdown of features, market fit (Small, Mid or Big Business ), plus a ranking per Market to close it. Also Inside the video you will find links to a series of videos around How Much can You Earn in CRM, across 5 different countries! (one of top & hottest Professions out there!).If you want a Free “Mentorship” or “Guide”, just a leave a comment with the Keyword “Mentorship” or “Guide”Timecodes:0:00 – Intro00:12 – Welcome02:05 – Oracle04:26 – Pega CRM 06:41 – Microsoft Dynamics CRM09:45 – Pipedrive 11:10 – Zoho 12:44 – Salesforce19:55- Ranking & Why#Tech #CRM #Data #DigitalTransformation #DreamJob #zoho #pegasystems #pipedrive #oracle #microsoft #salesforce –Why ? At the Light of the “New normal” we need to adapt and evolve faster, to achieve success! Taking that into account I decided to launch my Youtube Channel so that I can HELP and SHARE Knowledge around my expertise on CRM, Marketing & Sales Technology, Project and Program Management.I moved from general Marketing in 2011, since then I’ve been working on digital transformation,on hybrid roles between Business and Tech, across 5 countries, leading cross cultural teams, and delivering over 40 Salesforce Projects, in Marketing, Sales and Service, while working on a daily basis with some of the biggest Salesforce consultancies in the world (Deloitte, Cap Gemini, Accenture, 4C Consulting, IBM Services and Cloud Coachers).If you need help around the topic, or if you have questions on how to evolve career wise or if you are looking to exchange knowledge and experience, feel free to reach out!

Categories
CRM

What is CRM? (2021) [Video]

We look at defining CRM and 2 of the largest players in the industryTools in video:Salesforce – http://www.salesforce.comHubspot – http://www.hubspot.comSUBSCRIBE—————————————————————-Follow me• Twitter – https://twitter.com/buildcapital_• Twitch – https://www.twitch.tv/buildingcapital• Web – https://buildingcapital.co—————————————————————-

Categories
Marketing Automation

Automated workflows in a financial hub you can access from anywhere | QuickBooks Online Advanced [Video]

QuickBooks Online Advanced (learn more: https://intuit.me/3b7H8Ig) is the most powerful QuickBooks Online plan that helps make it easier to run a complex business. To help reduce errors and keep the cash flowing, set up automated workflows like bill and invoice approvals, with reminders that go to the right people to keep you moving forward. Save time by importing and sending multiple invoices at once and entering and editing multiple bills and checks in batches. QuickBooks Online Advanced helps you manage money, too. You’ll have a powerful, customizable financial hub for your business that you and your team can access from anywhere. You’ll also work smarter, with the most powerful reporting of any QuickBooks Online plan, delivering deeper reporting insights, with less work. With a few clicks, you’ll visualize data, analyze areas of interest, and create customizable, presentation-ready reports for executives or investors. Or, create entire custom reports from scratch, and memorize them for reuse whenever you need them again. QuickBooks Online Advanced also includes a Performance Center that can uncover critical insights for your business. You can see trends, set benchmarks, and compare your performance every month, quarter, and year using data that is always up-to-date, automatically. You’ll even see how your business is doing relative to your peers. And because only you know what success means to your business, you can easily track the key performance indicators that matter most to you with your own customized performance charts. With QuickBooks Online Advanced, growing, complex businesses have the power of an ERP at a fraction of the cost. To help your teams work better together and complete workflows faster, add premium apps that work seamlessly with Advanced – like Salesforce, Hubspot, Bill.com, and more. When you have any questions along the way, you’ll have premium, 24/7 support from a dedicated account team. They’ll understand your business goals and can ensure that Advanced completes the tasks you need to manage right now and supports your vision of the future. Get deeper insights, more productivity, and peace of mind, with QuickBooks Online Advanced. In this video:0:01 QuickBooks Online Advanced is the most powerful QuickBooks Online plan, designed to help you run a complex business more easily.0:10 Bill and invoice approvals, and other automated workflows you can set up, help reduce errors, and keep your cash flowing.0:15 Set up reminders to go out to the right people at the right time so tasks continue moving forward.0:19 Get through repetitive tasks faster, like importing and sending multiple invoices at once.0:25 Save time by entering and editing multiple bills and checks in batches. 0:33 To manage your money, skip manual spreadsheets or onsite servers. With Advanced, your team will have a powerful, customizable financial hub you can access from anywhere.0:50 With Advanced, you’ll have the most powerful reporting of any QuickBooks Online plan, giving you deeper data insights with less effort.0:58 In just a few clicks, you’ll have data visualizations and can create customizable reports to present to executives or investors.1:09 Create custom reports entirely from scratch, and then save and memorize them to run again whenever you want. 1:15 Performance center surfaces critical insights and shows you trends so you can set benchmarks and compare your performance every month, quarter, and year using data that’s always up-to-date, automatically. ​​It also shows you how your business is doing relative to your peers. 1:30 Only you know what success means to your unique business. With QuickBooks Online Advanced, it’s easy to track the KPIs that matter most to you with your own customized performance charts. 1:43 QuickBooks Online Advanced gives growing, complex businesses the power of an ERP at a fraction of the cost. Add premium apps like Salesforce, Hubspot, Bill.com, and more to work seamlessly with Advanced so your teams work better together and complete tasks faster.2:03 Get a single source of truth for your business by making your data and workflows accessible from one place—QuickBooks Online Advanced.2:10 When questions come up along the way, you can access premium support, 24 hours a day and 7 days a week. You’ll have a dedicated account team that understands your business goals and ensures your Advanced decisions work for the tasks you need to complete today—and support your vision for the future. 2:26 Get deeper insights, more productivity, and peace of mind with QuickBooks Online Advanced. Subscribe to our YouTube channel: https://intuit.me/3bOj0M2Learn more about QuickBooks Online Advanced at: https://intuit.me/3b7H8Ig#QuickBooksOnlineAdvanced #QuickBooks #QuickBooksOnline #businessfinance #erp #kpiThe world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.