If you’ve been following my recent string of post under the series “A Beginner’s Guide” on the Ledgeview Partners blog, you know it’s time to start talking about the principles of inclusive marketing! I continue my journey with Salesforce Trailhead
Hello again, Trailblazers! If you read my post last week, you know I’m venturing on the trail: “Inclusive Marketing Practices”, which helps to cultivate equality at work. Last week, I recapped the unit, “Understand the Impact of Inclusive Marketing”, so
There are many new and exciting features that Microsoft Dynamics 365 Mobile users can take advantage of with the V9.0 release. Mobile is a game-changer in Microsoft Dynamics 365 V9.0. It is a big push for Microsoft as a company
While you may not have been impacted or anticipate being impacted by cybercrime, the results don’t lie. Odds are, you will be, especially with the growing rates among the statistics you’ll find below. There are many measures, however, which you
Congratulations, fellow Trailblazers! We’ve reached the final unit in this exciting technological series, “Data Modeling” in Salesforce Trailhead. Today, we’ll learn to “Work with Schema Builder”. Before you read on, I encourage you to look back so you can make
At the time Modern Woodmen decided to upgrade to Microsoft Dynamics 365 8.2 On-premises from Microsoft Dynamics CRM 2011 On-premises, they wanted to move out of their self-described “maintenance mode” and prevent themselves from falling behind with any future upgrades.
In this blog post, we walk you through specific settings you can set to ensure you and your Microsoft Dynamics 365/CRM users have an optimal experience with browsing and using CRM. If you need a quick reminder about how to
Are you a lubricant marketer who is struggling to find a way to help your salespeople connect to CRM while on the road? With Ledgeview’s CRM for Oil and Gas Mobile App, salespeople can be more effective while traveling. With
Before you can accelerate lead generation with inside sales, there are key terms and considerations you should be aware of to excel. First, let’s talk Lead Generation! If you’ve navigated to this post, it’s likely you’ve heard the term before.
Welcome to another week of “A Beginner’s Guide”, fellow Trailblazers! Today, we’ll recap the second unit in the Trailhead module, “Data Modeling”, called “Create Object Relationship”. Last week, we covered, “Understand Custom and Standard Objects”, and learned about: The perks
Hello, fellow Trailblazers! It’s time for another unit of Salesforce Trailhead, and a “Beginner’s Guide” blog. This time, I’m going through the series of units under the module, “Inclusive Marketing Practices”, which aims to show users how to use the
Social media marketing is a very broad topic; so, while it can be difficult to narrow down what’s most important, we put together a list that covers a few different aspects of the field for you to keep in mind
It is widely known and recognized that no two companies have the exact same sales process. However, you can use the Dynamics 365 Sales Process to create efficiencies and aid in your own sales process steps. This follows a Leads>Accounts>Contacts>Opportunities
Hello, fellow trailblazers! Today, I’m recapping a module unlike those I’ve covered before. This one is more technical than others I’ve experienced with you, so I hope you enjoy the switch-up. I love the diversity and flexibility of Trailhead for
Salesforce Community Cloud, as described by Salesforce, is “an advanced online community software that connects employees, partners, and customers into a seamless, productive ecosystem, which works to better your business”. Community Cloud is a Salesforce product that allows you to