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Thoughts, tips and tricks and opinion about all things Salesforce
How To Efficiently Plan A Salesforce CRM Implementation – Top 11 Tips
In this blog post, we will offer you our top 11 tips to ensure a smooth and efficient Salesforce CRM implementation process.
How to Generate Documents from Salesforce Data
This guide is about the “Docgen” category. These apps let you make documents from your Salesforce data.
The Salesforce Implementation Playbook – From Scoping to Go-Live Success
You are initiating on a transformative journey with Salesforce, and understanding the implementation process is key to maximising your investment. This playbook guides you through necessary phases, from scoping your needs to achieving successful go-live outcomes. You...
Closing the Feedback Loop – Capturing Customer Satisfaction with Salesforce
With effective strategies for capturing customer satisfaction, you can significantly enhance your business outcomes using Salesforce. This platform empowers you to collect valuable feedback, enabling you to identify areas for improvement and celebrate successes. By...
Clicks, Not Paperwork – Automating Documents and Invoices with Salesforce
Over time, managing paperwork can become overwhelming and inefficient. By leveraging Salesforce's automation capabilities, you can transform your document handling and invoicing processes, saving valuable time and reducing errors that often accompany manual entry....
Unconventional Salesforce Use Cases to Boost Business Efficiency
Going Beyond CRM Most businesses think of Salesforce solely as a customer relationship management tool, but its functionalities extend far beyond that. By exploring five unconventional use cases, you can transform your operations and enhance efficiency. From...
Streamline Hiring: Using Salesforce as Your ATS Solution
Using Salesforce As an Applicant Tracking System Over time, traditional hiring methods have become outdated, leaving you at a disadvantage in attracting top talent. By leveraging Salesforce’s powerful capabilities, you can transform it into an efficient Applicant...
Eliminate Double Data Entry Using Salesforce Integration
Integrate Salesforce for Efficiency Just imagine how much time your team wastes on manual data entry across multiple systems. Your business likely uses various applications alongside Salesforce, creating a fragmented workflow that leads to costly errors and...
Use Salesforce to sell your curriculum products
Learn how to sell your curriculum products with Salesforce, automate quotes and e-sign contracts. Send your efficiency through the roof,
Salesforce Guide for CIOs (2024)
Salesforce for CIOs: Strategic Integration for Enterprise Success In the rapidly evolving business landscape, Chief Information Officers (CIOs) face the daunting task of steering their organisations through digital transformation. Salesforce, a leading customer...
What Is Salesforce? An In-Depth Guide
What is Salesforce? An In-Depth Guide Salesforce is a robust cloud-based software company that specialises in customer relationship management (CRM). It's designed to streamline business operations by managing company interactions with current and potential customers....