Oct 26, 2023 | Integrations, Salesforce Products
E-signature applications have emerged as a true game-changer in the digital space, enabling companies to eliminate paper-based processes and accelerate contract signing. When integrated with Salesforce, these applications become even more helpful, simplifying document... 
Jul 25, 2023 | CRM, Integrations
First of all, what are Pardot and Mailchimp? Well, simply put, Pardot and Mailchimp are both marketing automation platforms. They allow people and businesses to streamline and automate their digital communications. It’s probably also worth noting that Pardot is now... 
May 30, 2023 | Integrations, Salesforce Products
What is Tableau? Essentially, Tableau is a member of the Salesforce product family. While Salesforce helps its users collect and manage customer data, Tableau takes that data (or data from any source!) and performs visualisation and analytics processing. Tableau... 
Jul 22, 2019 | Integrations, Salesforce Products
This month’s app is Cloudingo. Found here on the AppExchange, Cloudingo allows users to always be sure they have clean and trustworthy data. The app boasts the ability to clean all of your records whilst dealing with duplicates and maintaining only useful data.... 
Apr 17, 2019 | Salesforce Products, Integrations
What is Slack? By now we all know communication in a business is incredibly important, although sometimes it isn’t always easy to be able to catch up with everyone you need to, with all your busy schedules. This is where Slack comes in. Giving you the freedom to have... 
Aug 3, 2018 | Integrations, Salesforce Products
Knowing what your customers want, rather than just guessing is a very useful tool for any marketing or pitching efforts. If you know information about your customers’ personal preferences and wants, it is a lot easier to generate marketing material that makes them...