Category: Product
An affidavit is a legally-binding document containing facts from an individual who believes them to be true and accurate. They are so popular, that according to the National Center for State Courts (NCSC), affidavits appear in over 90% of civil cases in the United States as supporting documents. Affidavits are used across many scenarios and situations to…
Is your business looking for a solution that allows developers to build and manage customer-facing applications in Salesforce? We suggest you take a look at Heroku from Salesforce. In 2010, Salesforce purchased this powerful Platform as a Service (PaaS) solution so that it could be integrated into the ecosystem. If you are ready to build customer support…
Is your business making sure that service agents are dispatched to the right jobs? Getting this smart scheduling down is essential to ensuring that the appropriate technician with the correct skill set is sent to the job they can complete. If you get this down, your business can reduce costs and improve the quality of service offered…
Welcome! If you are reading this article, then chances are you are interested in Salesforce’s transformation into the #1 AI CRM. While Salesforce has been working on its AI capabilities for at least a decade now, and Einstein was first released in 2016, it is only in 2022/2023 that the CRM launched a wide range of AI…
It’s been 10 years since Marc Benioff declared at an internal all-hands meeting that Salesforce would become an AI-first company! While the CRM giant has been pumping time and money into AI initiatives for many years now (Einstein itself was released in 2016), it’s only since Dreamforce 2023 that regular Salesforce users have felt the surge of…
All businesses share data across their various departments and teams in some capacity. It’s one of the ways to get projects completed from end to end. Giving employees a way to share files, documents, and resources can also get projects completed on time or faster, as different and appropriate teams can collaborate more easily with each other…
Is your lead conversion process in Salesforce efficient and effective? Or is it time-consuming and super manual? We want your processes to be of high quality so you can convert leads into customers or opportunities, and finalize sales faster. For this reason, this article provides some best practices for capturing lead data in Salesforce. Towards the end, we also…
“Automate your Data-Capturing Workflows Even Further with Salesforce Einstein OCR“ We all know about tools that capture data for Salesforce, such as web surveys, forms, or even digital documents. But what happens when you are given a stack of physical receipts or passports? These types of documents need their text to be reflected in Salesforce, with the…
Clear communication between teams and departments is crucial for running a business well. When team members have a seamless way of sharing ideas with each other, the business is able to innovate and stay ahead of the tech curve. Increasing the amount of communication between team members also makes giving feedback on services and products easier so…
While generative AI has been making waves in the tech world, many businesses have been left underwhelmed by the generic and often inaccurate results they get when using it for basic tasks like writing emails. It can sometimes feel like having a robot assistant who doesn’t quite understand your unique needs and preferences. But what if generative…
