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The Salesforce Implementation Playbook – From Scoping to Go-Live Success

The Salesforce Implementation Playbook – From Scoping to Go-Live Success

by Frazer Lewis | 26 Aug 2025 | Project Management

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

Closing the Feedback Loop – Capturing Customer Satisfaction with Salesforce

by Frazer Lewis | 25 Aug 2025 | Reports and Dashboards

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

Clicks, Not Paperwork – Automating Documents and Invoices with Salesforce

by Frazer Lewis | 24 Aug 2025 | Automation

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...
Unconventional Salesforce Use Cases to Boost Business Efficiency

Unconventional Salesforce Use Cases to Boost Business Efficiency

by Frazer Lewis | 23 Aug 2025 | Salesforce Industry

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

Streamline Hiring: Using Salesforce as Your ATS Solution

by Frazer Lewis | 22 Aug 2025 | Automation

Using Salesforce As an Applicant Tracking System Over time, traditional hiring methods have become outdated, leaving you at a disadvantage in attracting top talent.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...
« Older Entries

Recent Posts

  • The Salesforce Implementation Playbook – From Scoping to Go-Live Success
  • Closing the Feedback Loop – Capturing Customer Satisfaction with Salesforce
  • Clicks, Not Paperwork – Automating Documents and Invoices with Salesforce
  • Unconventional Salesforce Use Cases to Boost Business Efficiency
  • Streamline Hiring: Using Salesforce as Your ATS Solution

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Latest blog posts

How To Efficiently Plan A Salesforce CRM Implementation – Top 11 Tips

by Frazer Lewis | Apr 5, 2024 | Salesforce Industry, Project Management

How To Efficiently Plan A Salesforce CRM Implementation - Top 11 Tips Most organisations face challenges when implementing Salesforce, which is why thorough planning is crucial for success.  In this blog post, we will offer you our top 11 tips to ensure a smooth and...

read more

How to Generate Documents from Salesforce Data

by Frazer Lewis | Dec 25, 2023 | Automation, Third Party Apps

How to Generate Documents from Salesforce Data Salesforce is a well-established and respected CRM and technology platform. While it offers a vast array of features, customers sometimes need more than what it offers. This is where the AppExchange and the huge number of...

read more

The Salesforce Implementation Playbook – From Scoping to Go-Live Success

by Frazer Lewis | Aug 26, 2025 | Project Management

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...

read more

Closing the Feedback Loop – Capturing Customer Satisfaction with Salesforce

by Frazer Lewis | Aug 25, 2025 | Reports and Dashboards

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...

read more

Clicks, Not Paperwork – Automating Documents and Invoices with Salesforce

by Frazer Lewis | Aug 24, 2025 | Automation

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....

read more

Unconventional Salesforce Use Cases to Boost Business Efficiency

by Frazer Lewis | Aug 23, 2025 | Salesforce Industry

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...

read more

Streamline Hiring: Using Salesforce as Your ATS Solution

by Frazer Lewis | Aug 22, 2025 | Automation

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...

read more
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