Nov 8, 2023 | Events, News, Salesforce Products
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...
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...
Sep 19, 2023 | 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 | 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 | Salesforce Products
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...
Sep 6, 2023 | 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...