Category: Titan Workflow

When it comes to interacting with customers and clients, there is a large variety of documents for you to choose from depending on the situation. We will break down each type of business document when it comes to generating quotes, bids, and even proposals to make sure you aren’t left scratching your head when it comes to…

What are Excel Dynamic Array Formulas? Excel Dynamic Array Formulas are a set of features and functions introduced in Excel to enable you to work with an array of data dynamically. Traditionally, formulas operated on a single cell at a time which made working with arrays of data cumbersome. The dynamic array functions and formulas allow a…

Hi! Today, we are discussing wet signatures on documents still in Salesforce workflows. If you are interested in finding out how to eliminate these time-consuming and money-wasting elements from your workflow processes, please join us below. What is a Wet Signature? Let’s start by defining wet signatures. They are essentially physical signatures created by people signing paper…

What is a Redline Document? Redline documents are Word documents that show edits, revisions, and changes that were made to a previous version of the same document. Redlined revisions are often used for documentation that requires multiple revisions, for example, legal documents, contracts, regulations, technical manuals, and text-based materials. Redline documents can make it easy for readers…

Interested in finding out how to easily automate your Quote to Cash process? Join us below as we cover a few topics regarding this exciting field. What is Quote to Cash? Essentially, It’s a business process undertaken by sales teams. Tasks like generating customer quotes and receiving payments for goods and services rendered will fall under a…

Notarizing a document is an important step to ensure that it hasn’t been tampered with and to provide evidence that it is authentic. A notary is someone who can help notarize a document, which includes verifying the identity of the signer and checking that they are a willing participant. As this is a common practice for businesses…

Every Salesforce system is distinctive as they each have unique workflows, custom input fields, and various third-party applications integrated for specific business objectives. They get to this complex state with the help of customization options that improve business processes. However, it’s risky to customize Salesforce and deploy workflows without test automation. Why? Well, you could run into…

Using marketing automation software to speed up marketing processes and tasks for Salesforce can optimize your business operations. Organizations use marketing automation software to manage their campaigns from a single location, a standard option being Salesforce. Popular marketing campaigns that can be upgraded with automation software include email and social media marketing campaigns, mobile messaging ventures, and…

If you use Gmail and Salesforce for workflows, tasks, and processes in your organization, then integrating these two platforms can boost your customer relationship management (CRM) and communication strategies. For example, businesses can streamline communication by viewing and working with Gmail emails and contacts within Salesforce. This benefit makes finding and interacting with customer information easier as…

Do you need to simplify processes and repetitive tasks that are slowing the productivity of your business down? Workflow automation software can help any organization across any industry, so feel free to join us in our article below for a crash course on workflow automation software. First Topic: What is Workflow Automation? Workflow automation refers to speeding…