Category: Salesforce

Suppose your business is looking to optimize your customer service operations. In that case, the Salesforce Service Cloud is the winning comprehensive solution to streamline your customer support processes and enhance the customer experience. Choosing the right option to suit your business needs and navigating the different pricing options can seem difficult. This article aims to help…

Welcome to Titan Talks, your destination for best practices and advice from all the great Salesforce MVPs that enrich our community. In this session, Alice Meyer chatted with Cyril Louis, who discussed his take on Salesforce implementation. Cyril is a 5x Salesforce MVP and the founder of Mavericx. Cyril has attended many Salesforce events, such as World…

Salesforce CPQ stands for Configure, Price, and Quote. This software solution from Salesforce can generate quotes for complex business operations. Salesforce CPQ is a solid choice to speed up sales processes as it automates your configuration for providing product information, pricing, and generating quotes. Businesses use Salesforce CPQ to reduce errors in their documents and systems while…

Salesforce Marketing Cloud helps teams interact with customers better through digital channels. It comes with a host of tools and features specifically for marketing activities like: As this platform is a game-changer for many businesses engaging with customers, it’s wise to know what the Marketing Cloud costs. This information can be a deciding factor when considering the…

If you didn’t know, Salesforce CRM (Customer Relationship Management) is a cloud-based software. Businesses tap into this Salesforce platform to automate work processes in their sales, marketing, and customer service teams. Employees can use a range of these Salesforce tools to speed up customer-related activities and improve work performance. If you, too, want to enable Salesforce CRM…

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…