Ultimate Guide to Salesforce Opportunities
Salesforce Opportunities allow sales teams to track potential deals until they turn into successful sales. Here’s how.
How to Merge Cells in Google Sheets
Merge cells in Google Sheets to clean up data, clear up your reports, and more. Here are four ways to do it.
7 Ways You Can Automate Excel and Streamline Your Workflows
Excel is a great tool for reporting and other tasks that rely on a spreadsheet. Unfortunately, it often comes with a lot of manual work. Here’s how you can automate away some of that elbow grease.
21 Free Airtable Templates For Reporting, Product Teams, Sales, and More
Airtable is super flexible, but that can make it tough to know where to start. With the right template, you can hit the ground running. Here are 16 of them.
How To Set up a GitHub-Jira Integration (2 Methods)
A GitHub to Jira integration can help developers collaborate seamlessly with product managers and other teams. Here are two ways to do it.
How To Set up Notion Database Automations (2 Methods)
Notion databases are powerhouses of information, but getting that data where you need it can be tough. Here are two methods for doing that.
The Ultimate Guide to Salesforce Contacts
Salesforce contacts allow your team to centralize contact information for their sales and marketing efforts. Here’s how that works.
How to Set Up a Salesforce→Outlook Integration (2 Methods)
Need a Salesforce to Outlook integration? Here are the two best methods for setting this up, including a 2-way sync solution.
What Is a Subject Matter Expert?
You have a burning question. You asked your desk-mate, people on your team, and your direct manager. Your question was met with shrugs, hesitation, and a suggestion that you ask a subject matter expert. Maybe they even threw the acronym SME at you. So how do you find a subject matter expert?
12 of the Best Sales Report Templates for Your Teams
The right sales report template can save you a ton of time with essential sales reports. Here are some of the best.
How To Embed a Google Calendar in Notion (3 Methods)
Need to see your meetings in Notion? Here are two ways you can embed your Google Calendar events in a Notion page.