Category: Titan Docs
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…
“Increase Profits by Optimizing Sales Processes Using Salesforce Quoting Tools“ Have you reached your peak sales performance? This can’t be true! Maybe it’s time to revisit and optimize your sales process to boost revenue. The best place to start is at the very beginning of the sales cycle. For this reason, we want to talk about quoting…
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…
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,…
It’s 2024, and the B2B market is thriving. Introducing one’s business is one important step to reaching out and attracting potential clients. A well-written business proposal is the perfect way of presenting the products and services your business provides. The bottom line is pretty simple: the success of your business is 100% guaranteed if you don’t overlook…
Whether you have less than 200 employees or over 10,000, Salesforce Sales Cloud has a solution to manage your entire sales process, improve sales efficiency, and boost productivity. Sales Cloud – a customer relationship management platform – was developed directly on the Salesforce Einstein Platform and gives you a 360° view of your customers to do anything…
Salesforce CPQ stands for Configure, Price, and Quote. This software solution from Salesforce can generate quotes for complex business operations. Salesforce CPQ is a solid choice to speed up sales processes as it automates your configuration for providing product information, pricing, and generating quotes. Businesses use Salesforce CPQ to reduce errors in their documents and systems while…
Using Salesforce dashboards and reports is a no-brainer to share valuable insights from studies. However, you need a way to share your data analysis with colleagues who do not have access to Salesforce. In this instance, you want document generation for Salesforce. Generating documents from Salesforce reports and dashboards lets you easily view and share visuals of…
Templates speed up the creation of documents, like contract agreements. Creating templates in your business helps colleagues and clients communicate and work better. For example, a consulting agreement ensures all members understand the tasks that go into completing a project and the obligation of payment for services. Consulting agreements are popular in the business sector since they…
