January 25, 2021

Discussions about Salesforce

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What software are you most thankful for?

It's hard to imagine the world without software—without video calls and instant messages and spellcheck and all the tiny bits of software we rely on without thinking. What software changed your li...

What software do you keep connected with integrations?

Some software can stand alone, no other tools needed. You could use Photoshop or PowerPoint on their own forever without missing out on much. Other tools thrive with connections. You could use a f...

Do you use kanban in your CRM, or do you have another way to organize leads and contacts?

Pipedrive perhaps most famously made a kanban-style workflow the default way to move leads through a sales process, and similar kanban workflows are now common in many CRM apps (along with project ...

Why did you choose Salesforce?

Salesforce's CRM plans are more expensive than many, its design is confusing and dated, and yet its an incredibly popular CRM especially for mid to large sized enterprises. What made your team pick...

How many SaaS tools do you collaborate across on a daily basis?

When I used to work at a large company I remember my work being spread across GitHub, Google Drive, Slack, Datadog, Figma and Dropbox, in that order. I pay close attention to my workflows and I not...

How do you run SaaS referral programs?

We're looking at automating how we handle referrals - it's currently done manually with Typeform with clients uploading referrer names and emails. We upload these folks into Salesforce manually. ...