Sep 5, 2023 | 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 | 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 | Salesforce Products
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 | Industry Focus
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, Salesforce Products
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, Salesforce Products
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... 
Aug 14, 2023 | CRM, Salesforce Products
Customer churn is a significant concern for businesses of all sizes and industries. Identifying customers who are at risk of churning is crucial for implementing proactive retention strategies and preserving valuable customer relationships. Salesforce provides tools... 
Aug 14, 2023 | Salesforce Products
Effective revenue management is the cornerstone of any successful business. In Salesforce, Revenue Schedules can help businesses streamline their revenue recognition process and make sure that their financial literacy remains top-tier. Understanding Revenue Schedules... 
Aug 14, 2023 | CRM, Salesforce Products
As we know, empowering your team with the right tools and strategies is crucial for stable and sustainable success. One approach in Salesforce that has been routinely credited with transforming sales processes is ‘Guided Selling’. What is Guided Selling? Guided... 
Aug 14, 2023 | Salesforce Products
Recurring revenue is the lifeblood of subscription-based businesses and a crucial metric for any organisation offering ongoing products or services. Happily, in the realm of Salesforce CPQ (Configure, Price, Quote), measuring recurring revenue becomes a piece of cake....