Orchid Connect

Pardot Readiness Survey

1. What’s your primary goal with Pardot implementation? 2. Do you have a dedicated Pardot admin or team in place? 3. Have you identified the key stakeholders and decision-makers for your Pardot project? 4. Have you mapped out your...

Discovery Meeting

A discovery meeting is crucial in understanding a business’s unique needs and requirements before implementing Salesforce. Here’s a list of 30 questions to guide your discussions during a Salesforce discovery meeting:

4 of the Most Common Salesforce Questions

Here are some common questions about Salesforce, a widely used customer relationship management (CRM) platform: What is Salesforce? Salesforce is a cloud-based CRM platform that helps organizations manage customer relationships, sales processes, marketing campaigns, workflow, basic business processes and...