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Data in motion: Complete RevOps data management for Salesforce

Data management for RevOps has never been more important. Today, we set in motion a recommitment to you, your data, and your business.

Popular reads

5 things to know before you renew your lead routing software in 2024

Are you getting maximum value out of your lead routing tools?

Marketing Ops: How to master enterprise ABM with account hierarchies

How to Mass Update Records in Salesforce and Automate Territory Reassignment

How to Mass Update Records in Salesforce and Automate Territory Reassignment

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account hierarchies

Who can use account hierarchies: Salesforce account hierarchy use cases for RevOps teams

Account hierarchies in Salesforce can be used by every team and department that falls under the RevOps umbrella.

multi-sla timer

Why we built this: Visual history log

When the path a lead has traveled is visible in Salesforce, the tools are at your disposal in times when audits are necessary.

mql vs sql

MQL vs. SQL: Definition, Examples, and Best Practices for Salesforce

Learn the key differences between MQL vs. SQL, with examples and best practices for maximizing your MQL to SQL conversion rate in Salesforce.

lead routing

3 lead routing plays to boost pipeline for marketing operations

Three marketing ops experts from leading companies like Cisco, Coveo, and Union Square Consulting share their lead routing plays.

lead routing

Lead Routing: 10 Examples, Best Practices, and Automation Hacks

Optimize your lead routing with these examples and best practices. Discover how automation improves your routing efficiency and conversions.

multi-sla timer

Why we built this: Multi-SLA timers

Here’s why we built custom time zones for multi-SLA timers.

Account hierarchies

Before you build: What you need to know about account hierarchies in Salesforce

Here are the top things to consider before you get started.

The top 5 data quality pitfalls (and how to overcome them) Where To Start With A Land And Expand Strategy? 3 Simple Account Hierarchy Management Steps You Need to Know

Revops

Walk, Crawl, Run: How to Speed Up and Sell Smarter With a Complete 360 Customer View in Salesforce

Reach your revenue goals with clean, connected data.

Q&A: How are Ops Leaders Solving Common Data Challenges? Where To Start With A Land And Expand Strategy? Winning The Race To Revenue: Why You Need A Flexible, Smarter Round Robin To Speed Up

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Lead management

Customizing lead-to-account matching in Salesforce to boost operations

The better you match leads to accounts, the better your team performs.

Salesforce Lead Management: 5 Ways to Optimize Your Revenue Lifeline Ready, Set, Match: Why You Need Automated Lead-to-Account Matching 5 Ways to Speed Up Lead Routing Without Breaking a Sweat

Make the most of your RevOps data