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... 
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,...