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Salesforce isn’t just for Fortune 500 companies anymore. In this episode, Ken Balog demystifies the powerful CRM platform and shows how small businesses—even those with just 3–5 users—can unlock big value. Ken walks us through how to identify your business’s biggest pain points and let those guide your Salesforce strategy. From integrating QuickBooks to managing reps and automating marketing, Salesforce can be your single source of truth—but only if you implement it right.
Ken shares why DIY isn’t the way to go here (even nonprofits get help!), how to think about licensing costs and features, and what internal team members should be involved in the setup process (yes, even your CFO). Bonus tip: want a better deal? January and July are your best friends when negotiating with Salesforce.
Book Recommendation: Entrepreneurial Transitions: From Entrepreneurial Genius to Visionary Leader by Roy Cammarano
Podcast Recommendation: Freakonomics Radio
Find out more about Ken Balog: kbalog@cloudqnect.com or https://www.linkedin.com/in/kenbalog/
