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...
by Frazer Lewis | 21 Aug 2025 | Third Party Apps
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...
by Frazer Lewis | 08 Mar 2024 | Salesforce Industry, Automation, Reports and Dashboards, Third Party Apps
How to harness the power of Salesforce to maximise sales of your curriculum products Think about the situation right now. Do you have lots of different spreadsheets? How do you know when a contract has been signed? How do the sales teams and finance talk to each...
by Frazer Lewis | 25 Dec 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...
