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CRMMar 15, 2024
The Complete Guide to Salesforce Data Cleanup
Messy data costs time and money. Here's our step-by-step process for cleaning up duplicate records, standardizing fields, and setting up validation rules.
8 min read
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Insights & Guides
Practical advice on CRM setup, workflow automation, integrations, and building systems that scale.
IntegrationsMar 8, 2024
How to Automate Deal-to-Invoice Workflows
Stop manually creating invoices when deals close. Learn how to sync Salesforce/HubSpot with QuickBooks using Make or Zapier.
6 min read
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CRMFeb 22, 2024
Salesforce vs HubSpot vs Monday: Which CRM is Right for You?
We break down the pros, cons, and ideal use cases for the three most popular CRM platforms we recommend.
10 min read
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