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...