Category: Product
“Close Sales Deals Successfully with the Assistance of Pipeline Inspection“ Don’t wait for sales deals to fail! You can avoid that by choosing a Salesforce Sales Cloud feature, like Pipeline Inspection. It gives you full visibility of sales processes with predictions that can help you avoid risky deals. If this is something you need, get ready to…
“Elevate Your Rebate Management Process by Removing Manual Tasks with Salesforce Automation Tools!“ Are you spending too many hours calculating and tracking rebates for customers and partners? Wouldn’t you like assistance from software that can give you self-service portals for these members? Salesforce is the #1 CRM platform with features that can transform all your rebate management…
Salesforce email templates are used in campaigns to communicate with customers and leads faster than ever. They also help to maintain the look and feel of your brand within your emails so that you do not need to design them from scratch each time. Email templates and campaigns these days can also be personalized for any target…
Salesforce Experience Builder is a powerful tool formerly known as Community Builder. Salesforce designers can use it to craft customized user experiences for websites, portals, or forums. These Salesforce Experience sites are a great way to engage with customers or employees while managing digital experiences. Join us in the article below as we discuss this tool found…
Your business should participate in data cleansing tasks and processes to keep information accurate and consistent in Salesforce. When you have clean data, you can expect to create error-free and reliable reports. Reports are crucial artefacts that assist managers in making decisions about business operations. Join us in the article below as we explore topics about data…
Lead conversion in Salesforce consists of tasks and processes to turn qualified leads into accounts, contacts, and opportunities. But, what is a lead? A lead is a person or a company that shows interest in your business products or services. Sales agents often engage with leads to try convert them into customers. The tasks and processes that…
With the Report Builder tool from Salesforce, you guessed it – you can create business reports. Teams can use the Report Builder to customize reports by extracting the exact information they need from Salesforce. For this reason, it is an important business tool worth discussing. Follow us in the article below to learn how to get meaningful insights from…
RevOps, short for Revenue Operations is a revolutionary business function that aligns sales, marketing, and customer service departments. All these teams share the common goal of revenue generation. So RevOps puts them on the same page and ensures they are not duplicating efforts. When sales, marketing, and customer service collaborate and share resources, revenue can flourish and…
To build the perfect solution for processes in the healthcare industry, you need to know about Salesforce Health Cloud. This cloud-based Salesforce platform was specifically created for organizations operating in the healthcare and life science sectors. It can be used to speed up processes that involve patient data and experiences. However, Salesforce offers many editions of Health…
Addendum and amendment are terms often used in contract management circles. When communicating with colleagues and other parties in an agreement, it’s important to be clear and precise with instructions. For this reason, we look at when to use addendum versus amendment in contract workflows. As these two terms mean similar but non-identical things in document management,…
