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...
Account whitespace: Everything you need to know

Account whitespace: Everything you need to know

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....
Revenue Schedules in Salesforce

Revenue Schedules in Salesforce

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...
How to measure your recurring revenue in Salesforce

How to measure your recurring revenue in Salesforce

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....