Custom Customer Onboarding with Salesforce

Custom Customer Onboarding with Salesforce

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....
Your Sales Pipeline with Salesforce

Your Sales Pipeline with Salesforce

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...
Salesforce CPQ: Discount Schedules

Salesforce CPQ: Discount Schedules

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...
Nonprofit Cloud: Grant Making

Nonprofit Cloud: Grant Making

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...
Customer Onboarding with Salesforce

Customer Onboarding with Salesforce

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...
Salesforce CPQ: Dynamic Bundles

Salesforce CPQ: Dynamic Bundles

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...
Salesforce for SaaS: Harnessing custom logic

Salesforce for SaaS: Harnessing custom logic

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...