Category: Solutions

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…

Every contract is unique, but according to the Institute for Financial Literacy, 25% of mortgages now have acceleration clauses. These clauses protect lenders in times when individuals who have borrowed money cannot repay it or have somehow violated the terms of the contract. In this situation, the lender has the legal right to demand their loan repayment…

To us, it’s a legal document that details an agreement about borrowed money between two parties. The one party is called the borrower, and their role is to repay the amount of money listed in the promissory note to the other party, known as the lender. The date on which the financial transaction takes place will also…

According to Harvard Business Review, organizations that have a formal sales process with pipeline stages, enjoy up to 28% in revenue growth. For this reason, businesses should strive to create detailed pipeline stages when they want to focus on boosting sales. If this is your time to create a sales pipeline and want to know more about…

Sales automation is a process to eliminate manual tasks in workflows. Sales automation software is designed specifically to support sales teams by reducing administrative tasks so they can focus on closing deals. For example, a study reported by McKinsey & Company states that sales automation increases productivity by 15% and cuts costs by 15%. If you want…

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…

If you are a sales professional, you know that email subject lines are a main element in online communication. They paly a big role when it comes to successfully reaching out to leads or customers and therefore they need careful scripting to support a sales strategy in the long run. For this reason, from a sales perspective,…

When you want to manage or grow customer relationships with software, everyone knows you need Salesforce. It’s the world’s leading CRM solution powered by the Einstein 1 Platform, which includes an impressive suite of AI (artificial intelligence) tools. In this fourth industrial revolution, customer expectations are extremely high. Browsing for products or services online with access to…