Guides
Guides for sales reps and managers
Practical, tool-neutral guides to keeping your CRM up to date and walking into forecast calls ready.
Updated 26 October 2026 · by the CRM Assist team at ShiftRight
All guides
- How to update Salesforce opportunities faster: 5 ways compared
Five ways to update Salesforce opportunities (record pages, list view inline editing, Kanban, Data Loader and CRM Assist), what each is good for and where it slows you down. - How to prepare for a sales forecast call: a 20-minute checklist
A practical checklist for sales reps to prepare for the weekly forecast call: clean close dates, commit vs best case, what changed since last week, risks and asks. - CRM Assist vs Salesforce list views for updating deals
An honest comparison of Salesforce list views with inline editing and CRM Assist for updating opportunities: what each does, what it costs, and when list views are enough. - How to update Dynamics 365 opportunities faster
Ways to update Dynamics 365 Sales opportunities faster (forms, editable grids, Excel and CRM Assist), with what each is good for and its limits.
Also see: CRM Assist for Salesforce · CRM Assist for Dynamics 365 · Comparing pipeline tools
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