Free Data Cloud and Tableau Integration!

Free Data Cloud and Tableau Integration!

More than ever before, the world as we know it is driven by data and analytics. And as such, Salesforce made waves with a game-changing announcement at their annual tech mega-conference, Dreamforce 2023. The revelation of a Free Data Cloud and integration with Tableau...
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

SSSalesforce 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...
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...