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The Ugly Work Behind a Beautiful CRM

Ops Cast

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Enhancing Clarity in CRM Dashboards

This chapter focuses on the significance of clear and understandable CRM dashboards, especially within Salesforce. By advocating for inquiry-based titles, it explores how renaming dashboard tiles can improve user comprehension and facilitate meaningful data discussions. The dialogue also addresses the challenges teams face in report generation and the importance of guiding clients in leveraging data for informed decision-making.

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