Checklist

Salesforce Partner Checklist

Working with a Salesforce Partner can help to ensure that your business goals and your Salesforce configuration are aligned. But there are many options out there…  so how do you choose the best Salesforce Consultant for your project?

This checklist will help you cover important questions for potential partners, from general topics like insurance and AppExchange listings, to more specific security-based questions that will help you uncover if a potential partner is a fit for your organization.

You can also read the blog here.

Checklist

Pardot Checklist

This Pardot Checklist resource will help you prepare for your campaigns and evaluate for future […]

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Checklist

Sales Cloud and Google Analytics 360 Integration Checklist

The Sales Cloud and Google Analytics 360 integration can be leveraged for closed-loop reporting and for robust marketing insights that drive conversions.

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