How to Manage an Inherited Salesforce
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Inside the guide
We outlined a step-by-step process to help you navigate the challenges that come with an inherited Salesforce so you can spend less time troubleshooting and more time providing strategic insights.
AI-Powered Documentation
Save time by creating a visual workspace that uncovers every dependency, in a click.
Key Stakeholder Alignment
Learn key collaboration strategies to get every stakeholder on the same page.
Create and Customize
Once you know the company’s needs, develop business processes that align with revenue goals.