Category: Salesforce

For sales and service teams, Customer Relationship Management (CRM) systems are the foundation of their success, providing a central hub to manage customer interactions and build strong relationships. But navigating complex CRM platforms and extracting valuable insights from data can be time-consuming. So it is no surprise that Salesforce, the world leader in CRMs, is making its…

“Elevate your Telecommunications Services with a Little Help from Communications Cloud” Imagine streamlining your daily tasks so that you can spend more time delivering exceptional customer service. With Communications Cloud, you can do just this! Join us in the short article below to learn about this specific Industry Cloud from Salesforce and how it can save you…

“Integrate your ALM processes with Salesforce to Launch Software On Time!“ Are you missing feature releases and software deployments? Are your apps meeting the requirements of users or are they missing the mark? To ensure you are designing apps correctly and releasing them on time, you need to start managing them with a Salesforce and ALM process….

“Learn how to Work Better and more Confidently with Lead Data in Salesforce.” Imagine clicking a button and transferring all your lead data to contact, account, and opportunity records in Salesforce. It is that simple to convert a lead to a contact in Salesforce. Read our article below to find out how to go about this for…

“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…

“Close Sales Deals Successfully with the Assistance of Pipeline Inspection“ Don’t wait for sales deals to fail! You can avoid that by choosing a Salesforce Sales Cloud feature, like Pipeline Inspection. It gives you full visibility of sales processes with predictions that can help you avoid risky deals. If this is something you need, get ready to…

“Extend Your Salesforce Knowledge to Streamline Operations“ Wouldn’t you like to know more about Salesforce mergers and acquisitions so that you can optimize tasks and workflows across your organization. Think about how Salesforce now integrates with Slack so teams can communicate and collaborate faster, with all customer interactions synced to the CRM platform. That’s pretty impressive, but…

“Minimize Open Apps with Salesforce Inspector Reloaded and Find Real-Time Data Faster!“ Imagine not jumping between minimized tabs, a few browsers, or apps to find the information you need. It is possible with the Salesforce Inspector browser extension. It allows you to declutter your screens and make finding information from Salesforce super fast. If you want to…

“Elevate Your Rebate Management Process by Removing Manual Tasks with Salesforce Automation Tools!“ Are you spending too many hours calculating and tracking rebates for customers and partners? Wouldn’t you like assistance from software that can give you self-service portals for these members? Salesforce is the #1 CRM platform with features that can transform all your rebate management…

Salesforce email templates are used in campaigns to communicate with customers and leads faster than ever. They also help to maintain the look and feel of your brand within emails so you do not need to design them from scratch each time. Email templates and campaigns can be personalized for any target audience thanks to merge fields…