Rephrase blog
Thoughts, tips and tricks and opinion about all things Salesforce
How to Generate Documents from Salesforce Data
This guide is about the “Docgen” category. These apps let you make documents from your Salesforce data.
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.
Xodus Case Study
About Xodus Xodus is a global energy consultancy providing engineering, advisory, environmental and sector-development expertise to help their clients develop, operate and transition energy projects responsibly. Problem The process to approve Employee expenses and…
Ark Teacher Training Recruitment Case Study
Ark Teacher Training Recruitment (ATT) The ATT Recruitment team are responsible for attracting candidates to apply for a place on their teacher training programme, as well as guiding applicants through the recruitment process, building relationships with schools, and…
7 Daily Tasks AI and N8N Can Do For You
The average UK office worker spends 90 minutes each day on tasks that could run themselves. Filing emails, transcribing data, chasing approvals. A silent tax on productivity that most firms simply accept as the cost of doing business. It is not a new problem. As the…
Carers In Bedforshire Testimonial
Carers in Bedforshire Carers in Bedfordshire (CiB), a carer support charity, had appointed a new CEO and she realised that the database used for client data and management information was a major risk. It was dependent on one sub-contractor for any amendments and its…
Buy Back Your Week – 7 Ways AI Eliminates Business Busywork
Key Takeaways: AI handles the reading, you make the decisions. Tools like ChatGPT and Claude can review contracts, summarize lengthy documents, and extract key information in under a minute-saving 20-40 minutes per document. You stay in control while AI does the…
AI Workflow Automation For Small Business
Automation isn’t just some fancy tech upgrade you can put off until next quarter – it’s the difference between you running your business and your business running you. You’re probably spending hours each week on repetitive tasks that could…
SOAP vs REST API: A Primer for Non-Techies
SOAP and REST APIs might seem like complex technical jargon, but if you’re working with business systems or managing digital projects, you’ll need to understand their basics. These two fundamental methods of communication between software applications serve different…
No Surprises on Launch Day – Ensuring Salesforce Success with Proper Testing & Training
There’s no room for error on launch day when implementing Salesforce in your organisation. Without thorough testing and adequate training, you risk facing unexpected challenges that can disrupt operations and hinder user adoption. By prioritising these steps,…
Blueprint for Success – Scoping and Designing Your Salesforce Project Right the First Time
Salesforce projects can become overwhelming without proper planning and design. By effectively scoping your project, you can define the specific requirements that drive your objectives and ensure alignment with your business goals. Understanding key challenges at the…
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…