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How to Make Your Auto Dealership’s Transition to Salesforce Easier
There are many reasons an auto dealership owner or manager might want to make the transition to Salesforce as their CRM of choice. It’s a powerful software that can help to improve sales, better manage service departments, and make scheduling follow-up activities painless. For all these benefits, though, new clients tend to come into the […]
Read MoreThe 3 Salesforce CRM Features Every Auto Dealer Loves
Have you heard of Salesforce and wondered how it might be able to help your auto dealership grow? Or, have you been searching for a better customer relationship management (CRM) package that combines sales, service, employee scheduling, and so much more into one cost-effective solution? If so, then you were probably bound to find EMZ […]
Read MoreOne Underrated Aspect of Switching to Salesforce
The chances are good that if you have found your way to our website it’s because you are considering Salesforce as the CRM of choice for your auto dealership. You are likely interested in making the switch so you can sell more cars and trucks, get more service revenue, and cut out embarrassing mistakes like […]
Read MoreWhy Every Major Auto Dealer Needs a Salesforce Implementation Partner
The auto dealership industry is as competitive as it has ever been. Not only are there new online and offline options for car buyers to choose from, but consumers are looking beyond simple price comparisons. They are taking factors like trust, reputation, and even service availability into account when making purchasing decisions. None of those […]
Read MoreWhy 2022 Is the Perfect Time to Make the Salesforce Switch
Often, the auto dealership business owners and technology executives who come to us aren’t hearing about Salesforce or advanced customer relationship management software for the first time. Most tell us they have been thinking about making an upgrade for some time. They just didn’t know whether it makes sense to take the plunge or wait […]
Read MoreWhy Auto Dealerships Are Moving to Salesforce
Until recently, it was very common for auto dealers to simply rely on the generic, all-in-one software solutions provided by manufacturers. Lately, however, many of those on the leading edge – our clients included – have begun making the move to Salesforce as their customer relationship management (CRM) package of choice. Why is it that […]
Read MoreHow to set up Surveys with Salesforce and WordPress
Update to Original Post: When I first wrote this post, Salesforce did not have a native survey functionality. That changed with the Spring ’18 release, but it’s still at its early stages and does not offer the powerful functionality that something like FormAssembly or ClickTools does. But if you need simple surveys and you have […]
Read MoreNonprofit Membership Management with Salesforce
When it comes to Membership Management, nonprofit organization have a lot of options. Most are pre-packaged applications, where your organization has to adjust the way you manage your members to fit the processes of the software. Some have some basic customization options, but the core methods are built in. But they all have some limitations […]
Read MoreTop Five Paid Apps on AppExchange
We have installed and configured a lot of amazing apps from AppExchange for our clients, but there are a few that we believe have a use case for almost every type of business that uses Salesforce. Here is a list of the top five most useful paid apps on the AppExchange. #1 Conga Composer If […]
Read MorePaya Salesforce Integration
A Los Angeles based National Public Radio (NPR) member station had close to 20,000 members whose monthly payments were processed through Paya, and they needed a solution to manage the members and the payment processing through Salesforce. The first place we looked was AppExchange, as they already use Chargent to process payments with a different gateway, […]
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