Toolkit

The Ultimate CRM Admin Toolkit

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Leverage this toolkit to enhance your data management process, maintain data hygiene, and get the most out of new technologies.

The data management landscape is constantly evolving. With new technology, AI, and growing leadership expectations during economic downturn, it can be difficult for CRM admins to keep up.

Just like every carpenter needs a toolbox, every CRM admin needs a toolkit filled with resources to support them through the data management process.

Leverage this toolkit to enhance your data management process, maintain data hygiene, and get the most out of new technologies.

What’s inside:

  1. Cheat Sheet: 4 Workflows You Should Automate in Salesforce
  2. Webinar: Navigating Digital Transformation: The Power of Clean Data and Metadata
  3. Cheat Sheet: How to Defeat Duplicates in Your CRM