Category: Titan Workflow

To ensure data in your spreadsheet is accurate and consistent, you want to know about the data validation feature in Google Sheets. When you use data validation, you set rules for what can be entered into spreadsheet cells. In this way, you get to control what data you want to work with and reduce project errors in…

Addendums are used to edit the terms of a contract so parties do not need to create a new one from scratch. The International Association for Contract and Commercial Management (IACCM) states that over 70% of contracts need addendums at some point in their lifecycle journey. It’s a natural process since project scopes often evolve, and business…

As of 2023, over 150,000 organizations use Salesforce as their customer relationship management (CRM) platform of choice. The admins and developers of these worldwide organizations, big and small, depend on Salesforce Workbench to help them manage data, test APIs, and work with metadata.  If you are one of these users with a Salesforce license and want to…

Also known as Data Cloud, Salesforce CDP is recognized as a market leader in Gartner’s 2024 Magic Quadrant for CDPs. If you want to find out more about this robust solution, join us in the article below for an overview of Salesforce Customer Data Platform (CDP).  Salesforce CDP Defined Salesforce’s Customer Data Platform integrates customer data from…

Our definition of sales automation is that its a process created to eliminate manual tasks and processes. Its features are designed specifically to support sales teams by reducing administrative tasks so these professionals can focus on closing deals. For example, a study reported by McKinsey & Company states that sales automation increases productivity by 15% while cutting…

Do you want to know how many customers have stopped using your products and services in the last month? As scary as this information might be to confront, it can give you a benchmark for where your business sits in the market. From there you can make plans to retain customers, win back lost customers, and acquire…

A company’s net income, also known as the bottom line due to it appearing as the last figure on an income statement is a top priority for sales professionals. Their daily tasks and strategies often support boosting this key metric for businesses. If you are interested in learning how to elevate your selling game, why not join…

Professionals who are in leadership, sales, and account management positions often engage in Quarterly Business Reviews (QBRs). However, any individual that has a customer-facing role should know why QBRs are important in the business world. For example, QBRs are a perfect way to interact with customers, business partners, or key stakeholders on a regular basis. Transparent QBRs…

Is it time to create a single source of truth for your customer data? If you answered yes, then take a look at Customer Data Platforms (CDPs). They can give you this power since they are designed to collect data from multiple sources and team efforts while creating processes to ensure records are not duplicated in your…

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…