How to Customize Salesforce for Your Unique Business Needs

customize for business needs

Salesforce is one of the most flexible and customizable CRM platforms available, but to truly unlock its potential, you need to tailor it to your unique business needs. Customizing Salesforce can help streamline processes, improve user adoption, and boost productivity. At Zacfoo, we specialize in Salesforce customization to ensure the platform works exactly as your […]

Salesforce Integration 101: How to Connect Your CRM with Other Tools

connect to tools

Salesforce is a powerful CRM system, but to fully leverage its capabilities, it needs to integrate seamlessly with other tools and platforms. Whether it’s marketing automation, email systems, or accounting software, integrating Salesforce with your other business tools can create a unified and efficient workflow. In this post, we’ll explain the basics of Salesforce integration […]

Why You Should Invest in Salesforce Consulting for Your Business

invest in Salesforce consulting

Salesforce is one of the most powerful CRM platforms available, but its full potential can only be realized with expert guidance. Invest in Salesforce consulting to ensure that you’re maximizing the platform’s capabilities, optimizing workflows, and driving ROI. In this post, we’ll explore why investing in Salesforce consulting is a smart move for your business. […]

Associate Events to Opportunities in Salesforce Automatically

How to automatically associate Events with Contacts on Opportunities to those Opportunities, every time! Scenario: Sales has a meeting with a Prospect, set by a calendaring program like Calendly, or the Sales Enablement program (Outreach, SalesLoft, or HubSpot Sales), or just manually added to the Activity timeline. Those meetings are always being tied as an […]