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Swantide Blog
3 min
read
Swantide Release Notes: June 9, 2023
Day 5 of Release Week, and we are bringing you two more powerful Workflow Templates. Check them out here!
Learn more
3 min
read
Swantide Release Notes: June 8, 2023
On day 4 of Release Week, we are bringing you some powerful Workflow Templates around leveraging product data and time-stamping. Check them out!
Learn more
3 min
read
Swantide Release Notes: June 7, 2023
Day 3 of Swantide Release Week is all about leveraging automation to stay on top of deals. Check out these Workflow Template releases to stop funnel leaks!
Learn more
4 min
read
Swantide Release Notes: June 6, 2023
Here's what's new in the Swantide app. Check out these notification Workflow Templates.
Learn more
4 min
read
Swantide Release Notes: June 5, 2023
We are dropping some new Workflow Templates to make Salesforce configuration smooth and scaleable. Here's what's new!
Learn more
3 min
read
Salesforce Objects 101: Data Model Best Practices
All the core definitions of Salesforce Objects in one place. We break down best practices and when/where to use which objects.
Learn more
2 min
read
Set Up HubSpot CRM in One Week
A quick step-by-step to help you stand up your HubSpot CRM in less than a week.
Learn more
2 min
read
Cheap and Easy Salesforce Set Up
What's the fastest, cheapest, and easiest way to set up Salesforce? Swantide. Salesforce configuration, implementation, and management - now automated.
Learn more
2 min
read
Creating a Standard Price Book in Salesforce
Every B2B SaaS company needs a Standard Price Book. Here's how you set it up in Salesforce.
Learn more
2 min
read
Adding Products to Opportunities in Salesforce
This blog walks you through how to add Products from your Standard Price Book to Opportunities in Salesforce to automatically inform revenue metrics.
Learn more
5 min
read
Top Sales & RevOps Metrics (And How to Find Them in Salesforce)
You can't manage what you don't measure. We broke down how to find important SaaS Sales & RevOps metrics in Salesforce.
Learn more
3 min
read
5 Reasons an Early-Stage Startup Should Have a CRM
Whether you just raised your Seed round or are scaling your startup, a CRM is a mission-critical part of your tech stack. Here are the top benefits of implementing a CRM sooner rather than later.
Learn more
6 min
read
8 Tech Stack Mistakes to Avoid
So many tools. So little time. Here is a quick read to help you navigate and avoid common pitfalls when building out your tech stack.
Learn more
5 min
read
11 Salesforce Best Practices For Startups
If you're a startup considering or already have SFDC as your CRM, here are some tips and best practices to keep your Salesforce working FOR you.
Learn more
6 min
read
The Ultimate Lean Startup Sales Tech Stack for 2023
What does doing more with less really mean? We are breaking down the "lean startup tech stack" for 2023. Some of the tools might surprise you!
Learn more
4 min
read
Streamline Your Revenue Engine With Automation
AI is all the rage right now and for a good reason. But what are some ways that automation can be applied to a RevOps function? We are breaking down 3 of them in this blog.
Learn more
3 min
read
4 B2B SaaS Business Metrics Your Board Cares About
Whether you're a Seed stage start-up or on the verge of IPO your metrics matter. If you're bootstrapped or VC-backed, here are four metrics EVERY SaaS company should be measuring.
Learn more
3 min
read
The First 3 Sales Dashboards Your Startup Needs
How do you know what Salesforce reports and dashboards will bring you value right out of the gate? These are the top 3 we recommend every sales team should set up in order to be successful.
Learn more
4 min
read
Time to Hire For RevOps?
Whether your sales team is 1 or 100 reps you've got to at least be thinking about RevOps. But when do you bring on RevOps, and what's the goal of that function? We break down all of that and more in this blog.
Learn more
5 min
read
Want To Accelerate Revenue?: 6 Ways Optimizing Your CRM Will Drive Revenue in 2023
Efficiency is the name of the game for modern GTM teams. In this blog we break down 6 ways optimizing your existing CRM (or implementing one for the first time) can increase efficiency and accelerate revenue in your organization.
Learn more
4 min
read
5 CRM Mistakes to Avoid
Learn the 5 mistakes to avoid when managing up your CRM
Learn more
3 min
read
Why Startups Need a CRM
Learn more about how using a CRM can drive revenue for startups
Learn more
6 min
read
6 Key Sales Metrics (And How to Reliably Pull Them From Salesforce)
Learn the guardrails you need to put in place to make your Salesforce data reliable.
Learn more
5 mins
read
Salesforce Notifications
Instructions and use cases for setting up notifications in Salesforce.
Learn more
4 mins
read
Tracking Renewals in Salesforce
Struggling to track your renewals process in Salesforce? Check out Swantide's guide for building a renewals workflow in Salesforce
Learn more
4 mins
read
Announcing our Platform GA and $7M Seed Investment
We’re thrilled to announce that Swantide’s platform is officially Generally Available today!
Learn more
7 mins
read
When is the right time to set up a CRM?
Effective setup and management of a CRM like Salesforce is essential for startups to build a strategic sales foundation. Swantide makes this easy for revenue professionals.
Learn more
10 mins
read
The Best Time To Set Up Your SaaS Startup’s CRM For Scaling
Setting up and managing your CRM is one of the most important but often overlooked aspects of scaling a startup. Swantide can help you get set up right.
Learn more
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3 min
read
Swantide Release Notes: June 9, 2023
Day 5 of Release Week, and we are bringing you two more powerful Workflow Templates. Check them out here!
Learn more
3 min
read
Swantide Release Notes: June 8, 2023
On day 4 of Release Week, we are bringing you some powerful Workflow Templates around leveraging product data and time-stamping. Check them out!
Learn more
3 min
read
Swantide Release Notes: June 7, 2023
Day 3 of Swantide Release Week is all about leveraging automation to stay on top of deals. Check out these Workflow Template releases to stop funnel leaks!
Learn more
4 min
read
Swantide Release Notes: June 6, 2023
Here's what's new in the Swantide app. Check out these notification Workflow Templates.
Learn more
4 min
read
Swantide Release Notes: June 5, 2023
We are dropping some new Workflow Templates to make Salesforce configuration smooth and scaleable. Here's what's new!
Learn more
3 min
read
Salesforce Objects 101: Data Model Best Practices
All the core definitions of Salesforce Objects in one place. We break down best practices and when/where to use which objects.
Learn more
2 min
read
Set Up HubSpot CRM in One Week
A quick step-by-step to help you stand up your HubSpot CRM in less than a week.
Learn more
2 min
read
Cheap and Easy Salesforce Set Up
What's the fastest, cheapest, and easiest way to set up Salesforce? Swantide. Salesforce configuration, implementation, and management - now automated.
Learn more
2 min
read
Creating a Standard Price Book in Salesforce
Every B2B SaaS company needs a Standard Price Book. Here's how you set it up in Salesforce.
Learn more
2 min
read
Adding Products to Opportunities in Salesforce
This blog walks you through how to add Products from your Standard Price Book to Opportunities in Salesforce to automatically inform revenue metrics.
Learn more
5 min
read
Top Sales & RevOps Metrics (And How to Find Them in Salesforce)
You can't manage what you don't measure. We broke down how to find important SaaS Sales & RevOps metrics in Salesforce.
Learn more
3 min
read
5 Reasons an Early-Stage Startup Should Have a CRM
Whether you just raised your Seed round or are scaling your startup, a CRM is a mission-critical part of your tech stack. Here are the top benefits of implementing a CRM sooner rather than later.
Learn more
6 min
read
8 Tech Stack Mistakes to Avoid
So many tools. So little time. Here is a quick read to help you navigate and avoid common pitfalls when building out your tech stack.
Learn more
5 min
read
11 Salesforce Best Practices For Startups
If you're a startup considering or already have SFDC as your CRM, here are some tips and best practices to keep your Salesforce working FOR you.
Learn more
6 min
read
The Ultimate Lean Startup Sales Tech Stack for 2023
What does doing more with less really mean? We are breaking down the "lean startup tech stack" for 2023. Some of the tools might surprise you!
Learn more
4 min
read
Streamline Your Revenue Engine With Automation
AI is all the rage right now and for a good reason. But what are some ways that automation can be applied to a RevOps function? We are breaking down 3 of them in this blog.
Learn more
3 min
read
4 B2B SaaS Business Metrics Your Board Cares About
Whether you're a Seed stage start-up or on the verge of IPO your metrics matter. If you're bootstrapped or VC-backed, here are four metrics EVERY SaaS company should be measuring.
Learn more
3 min
read
The First 3 Sales Dashboards Your Startup Needs
How do you know what Salesforce reports and dashboards will bring you value right out of the gate? These are the top 3 we recommend every sales team should set up in order to be successful.
Learn more
4 min
read
Time to Hire For RevOps?
Whether your sales team is 1 or 100 reps you've got to at least be thinking about RevOps. But when do you bring on RevOps, and what's the goal of that function? We break down all of that and more in this blog.
Learn more
5 min
read
Want To Accelerate Revenue?: 6 Ways Optimizing Your CRM Will Drive Revenue in 2023
Efficiency is the name of the game for modern GTM teams. In this blog we break down 6 ways optimizing your existing CRM (or implementing one for the first time) can increase efficiency and accelerate revenue in your organization.
Learn more
4 min
read
5 CRM Mistakes to Avoid
Learn the 5 mistakes to avoid when managing up your CRM
Learn more
3 min
read
Why Startups Need a CRM
Learn more about how using a CRM can drive revenue for startups
Learn more
6 min
read
6 Key Sales Metrics (And How to Reliably Pull Them From Salesforce)
Learn the guardrails you need to put in place to make your Salesforce data reliable.
Learn more
5 mins
read
Salesforce Notifications
Instructions and use cases for setting up notifications in Salesforce.
Learn more
4 mins
read
Tracking Renewals in Salesforce
Struggling to track your renewals process in Salesforce? Check out Swantide's guide for building a renewals workflow in Salesforce
Learn more
4 mins
read
Announcing our Platform GA and $7M Seed Investment
We’re thrilled to announce that Swantide’s platform is officially Generally Available today!
Learn more
7 mins
read
When is the right time to set up a CRM?
Effective setup and management of a CRM like Salesforce is essential for startups to build a strategic sales foundation. Swantide makes this easy for revenue professionals.
Learn more
10 mins
read
The Best Time To Set Up Your SaaS Startup’s CRM For Scaling
Setting up and managing your CRM is one of the most important but often overlooked aspects of scaling a startup. Swantide can help you get set up right.
Learn more
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