Hubspot free CRM functionality: what’s included and what’s not

Disclaimer: We are FANS of what Hubspot is doing for Small businesses just getting started with a CRM. We are also a registered Salesforce Partner. This article is our opinions only and not affiliated with any other software vendor or association. Congratulations, you’re likely here because you’re undergoing a digital transformation in your business. There …

NEWS: Pardot Classic App in Salesforce Feature Retirement

Pardot Classic App in Salesforce Feature Retirement Changes are coming to Salesforce/Pardot. Salesforce has announced that they have begun the process of retiring the Pardot Classic App in Salesforce. The retirement of the Pardot Classic App is not to be confused with pi.pardot.com, which will remain intact and will use the same classic user interface …

Pardot Tips & Tricks: Integrating Salesforce Custom Objects With Pardot

Automated Selective Syncing from Salesforce to Pardot This solution will work with ALL levels of Pardot using Salesforce Enterprise Edition or greater. THE REQUEST/USER STORY: Sales & Marketing Users would like to specify which Salesforce object updates trigger an update to Pardot, including ‘add to list’, ‘send auto-responder’, or add to an engagement program. Example …

3 Helpful Tips for Running a Successful Meeting

3 Helpful Tips for Running a Successful Meeting Running a successful meeting is a CRITICAL skill. We run a lot of meetings and we want to help you manage your meetings better. Here at Cypress, our primary service is training and workshops. Our team calendars are full of daily back-to-back meetings, ranging from engagements with …

How to Authenticate DMARC records with Pardot

This article is originally posted on help.salesforce.com. We are sharing the article information here, for your convenience. Note: Salesforce will provide the DMARC DNS records for your domain, but will not install, configure or authenticate DMARC records. If you’d like some help, please contact ken@cypresslearning.com DMARC, which stands for “Domain-based Message Authentication, Reporting & Conformance”, …

Salesforce Webinar: Unlock the power of Salesforce Platform with Sandbox and Data Mask

Salesforce Webinar: Unlock the power of Salesforce Platform with Sandbox and Data Mask Check out the upcoming webinar from Salesforce! When: October 14th, 2021 Where: Online Time: 11AM PST Small & growing businesses are looking to innovate faster in order to respond to increasing customer expectations. Empower your team to bring their ideas to life …

Salesforce Tips: Ensure Your Private Data is Secure

Ensure Your Private Data is Secure Stay secure in a remote work from anywhere world. Watch this on-demand webinar to see how Salesforce can help you protect your data with best practices built right in. Get best practices for safeguarding your data in your Salesforce account with a live demo of: – Salesforce Shield– Data …

Pardot Best Practices: Tips for a successful Pardot Migration

Pardot Best Practices: Tips for a successful Pardot Migration Looking to Migrate Data into Pardot from Hubspot, Marketo, Active Campign or another Marketing Automation System? There are many things to consider when migrating to Ordit from another system. Here are some Best Practices for moving your Marketing Assets into Pardot from a legacy system. TAKE …