Category: Salesforce
Welcome to Salesforce Radio, your destination for insights, news, and community connections within the dynamic Salesforce ecosystem! In episode 6, Ben Miller chats with Jason Adams, Director of Operations at Hoglund & Mrozik. After joining the firm eight years ago, Jason introduced the team to Salesforce. Hoglund & Mrozik have never looked back. Today, they continue to…
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…
Welcome to Salesforce Radio, your destination for insights, news, and community connections within the dynamic Salesforce ecosystem! In episode 5, Ben Miller chats with Bradley Rice, owner of Talent Stacker. Bradley’s consultancy helps people across all industries land a job in the Salesforce ecosystem. Bradley has many years of Salesforce experience and loads of advice to jumpstart…
Investor agreements are legal documents that outline the terms and conditions of any investment between a company seeking capital and the investor. These legal agreements are vital to establish the responsibilities and expectations of both parties involved in the investment. Some common types of investor agreements are: A Term Sheet is often the first document drafted during…
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…
Welcome to Salesforce Radio, your destination for insights, news, and connections within the dynamic Salesforce ecosystem! In Episode 4 of Salesforce Radio, Alice Meyer pulls up a seat with Salesforce MVP and Golden Hoodie recipient Nadina D. Lisbon. Nadina is an ambassador for many inspiring Salesforce initiatives such as Salesforce Well-Architected, Ladies Be Architects, MuleSoft, and Dreamin’…
Consulting contracts are a vital part of business agreements. They ensure that both parties are on the same page regarding services provided, and outlining the payment terms for those services. Your constracts should always be as comprehensive as possible and include any contingencies that may occur so there is no wiggle room for either party to try…
By creating templates for bid proposals, businesses keep the format and style of their presentations exactly the same across teams. This means you only need to design a bid proposal once to match your brand and business requirements. Then, you can use templates to generate accurate bid proposals quickly to close deals. Join us in this article…
This is a common question that we receive from readers. If you want to learn what this term means, too, join us in our article below. We will cover the meaning of “under contract”, take on interesting topics like contingencies, and explain other common real estate terms. But back to the question at hand, “What does a…
That’s an easy question, and we have the answers. There are a few methods that you could use to add eSignatures, digital signatures, or physical ones to a document. Join us in our article to learn how to quickly add multiple electronic signatures to digital documents. Salesforce Electronic Signatures As more than 100,000 people use Salesforce for…
