Alyssa Lefebvre

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Articles

Increase Your Salesforce Lead Generation at In-Person Events

Sep 2, 2024 | salesforceben.com | Andreea Doroftei |Alyssa Lefebvre

Elevate your trade show and professional networking processes from lead generation to opportunity capture with a Salesforce native mobile solution that’s easy for users, intuitive for admins and less expensive than lead retrieval solutions. Scan multi-format business cards, event badges, and QR codes to capture qualified opportunities across the entire event space and beyond, not just the exhibit booth.
RevOps and Automated Document Generation: What's the Impact in Salesforce?

May 28, 2024 | salesforceben.com | Chris Mascaro |Alyssa Lefebvre |Christine Marshall |Jessica Jeffries

Right now, there’s a chance that your marketing, sales, and customer success teams are bogged down with repetitive tasks that drain time and productivity. Automated document generation can streamline these tasks, allowing your teams to focus on driving revenue and improving customer satisfaction. Imagine your RevOps team, free from the burden of manual document creation, focusing their energy on closing deals and going further for your customers.
Intelligent and Automated Testing for Salesforce

Dec 6, 2023 | salesforceben.com | Alyssa Lefebvre |Andreea Doroftei

Confidently release new features to users with end-to-end automated testing across your entire tech stack. End-to-End Codeless Test Automation: You don’t need to know how to code to write test scripts in ACCELQ – simply write your test scripts in plain English and let the system do the rest!AI Embedded into Testing: With AI embedded into the solution, users benefit from capabilities like self-healing, which means that test scripts can be automatically adjusted based on changes made to Salesforce.
Easily Find, Remove, and Prevent Any Salesforce Duplicate Records [In-Depth Overview]

Nov 9, 2023 | salesforceben.com | Andreea Doroftei |Alyssa Lefebvre

Take your duplicate management process to new heights with a complete solution that covers everything from prevention, merging, and even custom automations to cater to your organization’s needs. Find, merge, and prevent duplicates directly in your Salesforce instance. Empower end users, admins, and developers to tailor any ‘exact’ or ‘fuzzy’ deduplication criteria to their needs. Seamlessly integrate duplicate checks into new or existing processes.
Supercharge Productivity With a Tailored Salesforce and Jira Integration [In-Depth Overview]

Nov 1, 2023 | salesforceben.com | Andreea Doroftei |Alyssa Lefebvre

Streamline your support or sales workflows (for both internal and external users) by controlling every aspect of your Salesforce and Jira integration. Ensure full transparency with bi-directional sync – to and from Salesforce and Jira. Increase productivity with custom tailored Jira project-based integrations for both Standard or Custom Salesforce Objects.
Salesforce Invoicing: A Beginner’s Guide

Oct 16, 2023 | salesforceben.com | Alyssa Lefebvre

Salesforce Invoicing is a powerful and flexible solution that streamlines the billing and invoicing process for businesses of all sizes. As an integral part of the Lead to Cash process, this invoicing tool enables organizations to create, send, and manage invoices seamlessly, helping to improve efficiency and cash flow.
Improve the Customer Experience With Resource Planning & Management in Salesforce

Sep 25, 2023 | salesforceben.com | Alyssa Lefebvre

Salesforce is well known as a system that provides a 360-degree view of your customer, but what it’s not known for is resource planning and management, despite the fact that this critical process can significantly affect the customer experience. In this article, we’ll dive into resource planning and management – what it is and why Salesforce is the right system to manage it.
Complete Revenue Intelligence for Salesforce [In-Depth Overview]

Aug 25, 2023 | salesforceben.com | Alyssa Lefebvre

Revenue Intelligence is the latest trend in sales/revenue operations, but what exactly is it and how can you utilize it to consistently hit your goals each and every quarter? Making sense of the data coming from the various sources and systems implemented as part of the revenue lifecycle is extremely important. However, in most companies it’s kept in disparate locations and can be outdated.
Digital Sales Rooms for Every Sales Team [In-Depth Overview]

Jun 21, 2023 | salesforceben.com | Alyssa Lefebvre

Collaborate in real-time to close deals faster and more efficiently!HighlightsDigital Sales Room: Collaborate with your prospect and sales team in one central location.
Lead to Cash: A Beginner’s Guide

May 17, 2023 | salesforceben.com | Alyssa Lefebvre

With Lead to Cash an essential part of every company’s operations, it’s important for every process and system to work seamlessly together to create the best experience – not only internally, but also externally – for prospects and customers.