Sep 19, 2023 | CRM, SaaS, Salesforce Products
Customer onboarding is a critical phase in establishing strong and enduring relationships with your clients. To ensure a seamless and personalised onboarding process, businesses require a platform that can deliver tailored experiences and robust functionality.... 
Sep 18, 2023 | CRM, SaaS, Salesforce Products
The sales pipeline serves as a critical tool for understanding and managing your sales process, and in doing so it has the potential to boost your business growth by up to 15%! So how can you effectively collect, develop and engage with this information via Salesforce... 
Sep 15, 2023 | CRM, SaaS, Salesforce Products
Salesforce CPQ (Configure, Price, Quote) offers a tool known as “Discount Schedules,” which allows businesses to implement dynamic and strategic pricing structures. Understanding Discount Schedules in Salesforce CPQ Discount Schedules in Salesforce CPQ are... 
Sep 6, 2023 | CRM, NonProfit, Salesforce Products
What Is Grant Management? For several years now Salesforce has had two key offerings when it comes to Grant Management on their platform: Outbound Funds Module (OFM) and the Grants Management System (GMS). OFM is a free offering that provides grant management... 
Sep 5, 2023 | CRM, SaaS, Salesforce Products
Customer onboarding is a crucial process that sets the tone for your customer’s entire journey with your business. An efficient and frictionless onboarding experience can significantly impact customer satisfaction, loyalty, and long-term success. Here, we’re... 
Sep 4, 2023 | SaaS, Salesforce CPQ, Salesforce Products
What are Salesforce CPQ Dynamic Bundles? Salesforce CPQ Dynamic Bundles take everything you already know about traditional Bundles and create an even more useful tool. Instead of relying on pre-defined templates, Dynamic Bundles use real-time data and logic to create... 
Aug 14, 2023 | CRM, SaaS, Salesforce, Salesforce CPQ
What are Salesforce CPQ Bundles? Salesforce CPQ (Configure, Price, Quote) Bundles is a feature that allows sales teams to create personalised product bundles quickly and accurately. It enables businesses to package multiple products and services together in a single,... 
Aug 14, 2023 | CRM, SaaS, Salesforce
Salesforce, the world’s leading customer relationship management (CRM) platform, is renowned for its robust out-of-the-box capabilities. However, the true potential of Salesforce is unlocked when businesses leverage the merits of custom logic. Custom logic... 
Aug 14, 2023 | CRM, SaaS, Salesforce
Understanding Whitespace in Salesforce Whitespace represents the untapped market potential that exists within your current customer base. It refers to the products or services your customers could benefit from but are not currently purchasing from your organisation.... 
Aug 14, 2023 | CRM, SaaS, Salesforce, Salesforce CPQ
Customer support is the backbone of any successful business, and efficient ticket processing is the key to providing exceptional service. Salesforce Service Cloud equips businesses with the tools and capabilities to process support tickets quickly and efficiently. By...