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Q:

Do CRM and marketing automation work together?

  • pinkesh chhowala
  • Aug 05, 2024
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1 Answers

A:

Yes, CRM and marketing automation tools work well together. CRMs help manage relationships with customers and track sales. Marketing automation tools help run marketing campaigns and build relationships with potential customers. When these two systems connect, they can share information easily, making it better for talking to customers and improving sales.

  • vikranthkumari
  • Dec 09, 2024

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A:

  • Test the rollback strategy in a sandbox or staging org using recent deployment packages.
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  • Document recovery steps, assign rollback permissions to admins, and schedule production tests during low-traffic hours.
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Q:

How should admins pilot integration regressions introduced in the fall 2025 CRM release without disrupting users?

  • Sandeep
  • Dec 10, 2025

A:

  • Set up a sandbox or integration test org mirroring production APIs and middleware.
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How should admins pilot data export APIs introduced in the fall 2025 CRM release without disrupting users?

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A:

  • Test the data export APIs in a sandbox or developer environment using masked or sample data.
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Q:

How should admins pilot regional rollout plans introduced in the fall 2025 CRM release without disrupting users?

  • Sandeep Kumar
  • Dec 03, 2025

A:

  • Use a sandbox or staging org to configure the regional rollout settings and test data segregation, localization, and permissions.
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  • Dec 13, 2025

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Q:

How should admins pilot sales cadences introduced in the fall 2025 CRM release without disrupting users?

  • Vikas Mann
  • Dec 05, 2025

A:

  • Enable sales cadences in a sandbox or test environment first and import a small sample of leads.
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  • Collect feedback, adjust cadence logic, then roll out gradually to the wider sales org.
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  • Dec 13, 2025

0 0

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