Category: Solutions

Contracts and agreements across all business operations, from sales to legal, are essential for controlling and settling disagreements between one or more parties! Creating clear or easy-to-understand documents helps avoid any miscommunication or conflicts that could result in lawsuits. Ensure you have contracts and agreements drawn up to save your company time and money. Although contracts and…

Events are not just for birthday parties or celebrations 🥳 If your business is conducting team building, company get-togethers, networking events, awards ceremonies, workshops, or even work anniversaries, you could benefit from collecting feedback and evaluations from your attendees. After Event Evaluation Forms: An Official Salesforce Tool The Forms tool can help you seamlessly collect and transfer…

Did you know that you could use web forms to offer downloadable content to your customers and allow them to subscribe to newsletters? The Forms Tool In a Nutshell Forms from Salesforce is a popular tool that can help your customers download digital content through web forms. Typical digital content that businesses offer to customers to download…

Is your business looking for a quick, easy way to create surveys or polls that play nicely with Salesforce? Here’s what you are in for if you choose to go directly with Salesforce! Your #1 customer relationship management (CRM) platform offers Salesforce Survey as a tool to create and distribute surveys. The data retrieved from survey takers,…

Are you looking for a free and easy-to-use online survey tool? What is Jotform used for? Jotform is one of the top suggestions and boasts several templates for every industry. Given that Jotform is a popular and seemingly affordable choice, the question is, does it live up to the hype? And are there any leading alternatives? Read…

Generating your quotes and invoices using predefined templates with Salesforce is a potent way to streamline your sales workflow processes. You can use Salesforce’s dynamic document generation feature to get the job done, or you can try Titan! Titan is an excellent alternative to Salesforce’s document generation! We simplify document generation for Salesforce by empowering you to…

Job applications can significantly streamline any company’s recruitment process by providing candidates with a structured way to apply for a job opportunity. Have you considered converting your job applications to online forms that candidates can conveniently fill out and submit directly to your Salesforce database, saving employees from manual workflow processes? Keep reading our informative article to…

Take the lead in your industry by focusing on delivering excellent customer service! One way to achieve this target is to enable customers to submit quotes or order requests directly from your website. Whether you are a service-focused company or sell specific products, a popular tool that can help you create a seamless quote and order request…

How much do you know about your target audience? And do you think finding out more about their preferences and behavior patterns would better equip your business? Customer persona surveys (also known as buyer persona surveys) empower you to discover everything you need to know about particular sections of your intended market by helping you understand their…

What are Salesforce Competitor Analysis Surveys? Companies utilize competitor analysis surveys as research tools to obtain information about their competitors. These surveys aid businesses in studying their competitive environment, recognizing market trends, and gaining knowledge about their rivals’ strengths and weaknesses. Companies can make better-informed decisions regarding their marketing strategies, product development, and general business positioning through…