CRM Resources & Downloads
Expert guides, templates, and checklists to help you succeed with Salesforce and HubSpot implementations.
Featured Resources
The Complete Salesforce Financial Services Cloud Implementation Guide
A comprehensive 40-page guide covering FSC setup, data model design, compliance considerations, and best practices for wealth management firms.
Financial Services CRM Buyer's Guide
Compare Salesforce FSC vs HubSpot for wealth management, banking, and insurance. Includes feature matrix and pricing analysis.
All Resources
The Complete Salesforce Financial Services Cloud Implementation Guide
A comprehensive 40-page guide covering FSC setup, data model design, compliance considerations, and best practices for wealth management firms.
Salesforce AgentForce AI Playbook
Learn how to leverage AgentForce AI to automate customer service, boost productivity, and deliver personalized experiences at scale.
Salesforce Implementation Checklist
A 50-point checklist to ensure your Salesforce implementation covers all critical areas from planning to go-live.
CRM Data Migration Planning Template
Excel template with data mapping worksheets, validation rules, and migration timeline planning tools.
HubSpot Marketing Automation Mastery
Master HubSpot workflows, lead scoring, and nurture campaigns to convert more leads into customers.
HubSpot Sales Hub Playbook
Optimize your sales process with sequences, deal pipelines, and reporting dashboards that drive results.
Financial Services CRM Buyer's Guide
Compare Salesforce FSC vs HubSpot for wealth management, banking, and insurance. Includes feature matrix and pricing analysis.
Healthcare CRM Compliance Checklist
Ensure your CRM implementation meets HIPAA requirements with this comprehensive compliance checklist.
CRM ROI Calculator Template
Build a compelling business case for CRM investment with this Excel-based ROI calculator.
CRM Vendor Evaluation Scorecard
Objectively compare CRM vendors with this weighted scoring template covering 50+ evaluation criteria.
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