The Venn Blog
The 6 Phases of a Salesforce CRM Implementation
Salesforce implementations are no joke. Seriously—according to a study from CIO magazine, around...
Avoid These 15 Things When Implementing Salesforce CRM
Any experienced Salesforce implementation partner follows a series of best practices, or things to
Can I add and share meeting recordings in Salesforce?
How integrating Zoom, Salesforce, Google Drive and Slack can adds value to any business: Is your...
What is the best way to automate a web lead?
Avoid duplicate or manual entries. Here’s how Venn automates opportunities from web leads: A...
What is the best way to automate the handoff from sales to customer onboarding?
It really depends on your workflow. Here’s how Venn jumpstarts a project after closing a deal: ...
Five Senses of an Integration | Part 5: Taste
Need help with a less-than-satisfying integration (or implementing a new one) but not sure where to...
Five Senses of an Integration | Part 4: Sight
Need help with a sloppy integration (or implementing a new one) but not sure where to start?
Five Senses of an Integration | Part 3: Sound
Need help with a tone-deaf integration (or implementing a new one) but not sure where to start?
Five Senses of an Integration | Part 2: Touch
Need help fighting an unruly integration (or implementing a new one) but not sure where to start?
Five Senses of an Integration | Part 1: Smell
Need help cleaning up a stinky integration (or implementing a new one) but not sure where to start?
What is the best way to integrate Salesforce and Sage Intacct?
It really depends on your workflow. Here are three evaluation criteria to consider in...
Dear Salesforce, It’s Me Again
You don’t get to be the #1 cloud-based CRM globally without establishing an enigmatic fanbase...
How can non-profits generate year end giving statements from Salesforce?
We work with a lot of non-profits, and this task comes up every year. So, how do we get ‘er done?
How much does it cost to integrate Salesforce with Sage Intacct?
As with many great business questions, the answer is… it depends.
How do I move from Salesforce Classic to Salesforce Lightning?
Continuing from our previous video, we discuss the process (and possible complications) of moving...
How much does it cost to go from Salesforce Classic to Salesforce Lightning?
Here’s our hot take on this hot topic, which we get asked about just about daily.
How do I start a career in the Salesforce ecosystem?
Want to start a stellar career in the Salesforce ecosystem? Don’t know where to start? Check out...
Can you integrate Shopify, Salesforce, and Sage Intacct?
In today’s sticky Venn in 60 Seconds, we answer the question, can Shopify, Salesforce, and Sage...
What’s the difference between Salesforce Lightning and Enterprise Edition?
On today’s Venn in 60 Seconds: what are the differences between Salesforce Lightning and Enterprise...
Can you integrate Procore with Sage Intacct?
In this episode of Venn in 60 Seconds: Is it possible to integrate Procore with Sage Intacct?
Can I do accounting in Salesforce?
In this episode of Venn in 60 Seconds: Can I use Salesforce for accounting as well as CRM?
Salesforce CRM Implementation: Everything you need to get started
As a seasoned Salesforce partner, we’ve tried and tested our process for implementing the world’s leading CRM. Our latest guide shares planning tips and costly mistakes to avoid before taking on an implementation project.
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