Salesforce is a powerful platform with unlimited possibilities. To get started with implementing Salesforce, check out these best practices and start working them into your process. When you do, you’ll not only have a smooth implementation, but you’ll look smarter than a cat in eyeglasses. Trust us.
Microsoft Dynamics has spent the last 17 years working on integration of CRM, marketing automation, ERP. In those years, they’ve collaborated with thousands of different customers’ integration projects and all the data that comes with it.
The group recently boiled all of that knowledge down to 10 best practices for a smooth customer data integration project in this ebook. I recommend reading the ebook, but here are the tips that stood out most to me during my read.