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Use Salesforce to sell your curriculum products

Use Salesforce to sell your curriculum products

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...
How to Generate Documents from Salesforce Data

How to Generate Documents from Salesforce Data

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...

Recent Posts

  • SOAP vs REST API: A Primer for Non-Techies
  • No Surprises on Launch Day – Ensuring Salesforce Success with Proper Testing & Training
  • Blueprint for Success – Scoping and Designing Your Salesforce Project Right the First Time
  • The Salesforce Implementation Playbook – From Scoping to Go-Live Success
  • Closing the Feedback Loop – Capturing Customer Satisfaction with Salesforce

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Latest blog posts

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....

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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...

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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...

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Eliminate Double Data Entry Using Salesforce Integration

by Frazer Lewis | Aug 21, 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...

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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...

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