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6 tips for successful CRM implementation

By Wesley Snow · May 18, 2022
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Wesley Snow

Wesley Snow is Co-Founder and Managing Partner of Ascendix Technologies with 25 years of CRM consulting experience. He has been on multiple advisory boards for CRM applications including Salesforce, Dynamics 365, and no less than 10 other CRM platforms. Wesley is a frequent guest of podcasts, speaker, and author of posts on CRM topics.

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CRM automation guide
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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'