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

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

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...

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...

How Do You Choose the Best Fit UK Salesforce Consultancy for Your Organisation?

by Frazer Lewis | Apr 24, 2023 | Salesforce Industry

How Do You Choose the Best Fit UK Salesforce Consultancy for Your Business? Engaging a Salesforce consulting Partner may be the answer if you are a UK business owner looking to improve your Salesforce customer relationship management (CRM) system. A Salesforce...

Use Salesforce to sell your curriculum products

by Frazer Lewis | Mar 8, 2024 | Automation, Reports and Dashboards, Salesforce Industry, 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...

Salesforce Guide for CIOs (2024)

by Frazer Lewis | Jan 12, 2024 | Salesforce Industry

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

by Frazer Lewis | Jan 12, 2024 | Salesforce Industry

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....

Process Automation with Salesforce: Streamline Your Business Operations

by Frazer Lewis | Jan 11, 2024 | Automation

Process Automation with Salesforce: Streamline Your Business Operations Process automation is a crucial aspect of business operations, particularly in today's fast-paced and competitive environment. Salesforce automation is a powerful tool that can help businesses...

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