Category: Titan Docs

Inside Sales Strategies

What is “Inside Sales?” | Definition & Important Skills

More and more, we see modern day businesses use inside sales strategies and techniques for sales and marketing operations. As stated by Insidesales.com, a company website for an Enterprise Sales Engagement platform, 47% of businesses today engage in inside sales practices. So, if you are interested in joining this revolutionary movement and starting a career in Inside…

MSAs with Salesforce

What is a Master Service Agreement (MSA), and How Does it Work?

These are two important questions for any service delivery business. We cover these vital topics, as well as “What is a master service agreement used for?” in the article below. Although they are used across various industries, if you work in the IT field, it’s even more essential to understand the importance of MSAs. As stated by…

Salesforce Document Solutions

What is an Affidavit?

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…

Flow Essentials

Salesforce Collaboration Tools: Enhancing Communication Across Departments

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…

Change Customer Interaction with Salesforce AI Tools

How Salesforce Generative AI Is Revolutionizing Customer Engagement

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…

Grow Revenue with Salesforce and Titan

Best Practices for Revenue Growth with Salesforce Quoting Tools

“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…

Business Reports with Titan

Salesforce Report Builder: A Comprehensive Guide

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…

Contract Management Solutions

Addendum Vs. Amendment in Contract Management: Understanding the Differences

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,…

Attract Clients with Generated Documents

Step-by-Step: How to Write a Business Proposal That Wins Contracts

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…

Salesforce Solutions for Sales

Salesforce Sales Cloud Pricing: Choosing the Right Plan for Your Business Needs

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…