Sales teams live in Salesforce, but everyday sales work rarely stays there.
Before forecast calls or pipeline reviews, sales reps and Ops teams export opportunity data to Excel, make changes to closing dates, fix stages, adjust amounts, and hope nothing breaks when it’s time to push the data back. That back-and-forth might be considered normal, but it’s also whe...
Want to know the latest news and articles posted on Cloudextend?
Then subscribe to their feed now! You can receive their updates by email, via mobile or on your personal news page on this website.
See what they recently published below.
Website title: Integrate Excel, Outlook, G Suite to NetSuite & Salesforce | CloudExtend