REVIEWS
The construction industry is no stranger to mergers and acquisitions (M&A). Companies seek to expand their capabilities, broaden their market reach, or consolidate their resources. However, the integration process of two construction companies can present particular challenges when it comes to aligning their technology systems. Meanwhile, today’s digital era, a crucial aspect of this integration […]
Salesforce CRM Solutions for Lead Management, Sales, SalesOps, Rev Ops
5 Email Relay Salesforce Benefits You Didn’t Know But Could Use
When it comes to customer relationship management, effective communication is paramount to success. Salesforce CRM provides a comprehensive suite of tools and functionalities to streamline communication channels. Among these features, email relay is a powerful capability that facilitates seamless email integration within Salesforce. While you might not ever have heard of email relay let me […]
How many Account-based Marketing companies to target?
Account-based marketing (ABM) is a popular B2B marketing approach that focuses on specific high-value accounts instead of a broad target audience. With it, the marketing team can create personalised campaigns for each account, resulting in a higher chance of converting them into customers. One of the biggest questions that you’ll face with implementation is how […]
Salesforce Project Management: what’s involved, why hire a consultant and other success tips
It’s no secret: Salesforce is a most popular CRM solution in today’s marketplace. It had infinitely customisable features and powerful capabilities. So, many businesses are turning to Salesforce to manage their sales, marketing, and customer service activities. However,…. implementing Salesforce can be a complex process. And without proper Salesforce project management, it can lead to […]
Your Complete Guide to Salesforce Business Analyst Certification
Considering a new career in Salesforce? Or wondering how to take it to the next level? Becoming a Salesforce Business Analyst is a great option. In this article, we’ll go over everything you need to know about Salesforce Business Analyst certification. I’m including why it’s valuable. And how to achieve it. Plus, we’ll dive into […]
What is Salesforce Integration? – An introduction
What is Salesforce integration? It is the integration of the Salesforce CRM with other clouds, apps on the Salesforce AppExchange and/or with 3rd party software. This topic was always important and popular in our part of the Salesforce world, email marketing and marketing automation, and sales team efficiency. The whole purpose of integration is to […]
Salesforce release notes – schedule Winter 23
Grow Your Business Successfully with Salesforce CPQ
Why Salesforce CPQ Salesforce CPQ quote-to-cash software enables companies to adopt a many growth strategies more successfully. Be that strategy to be focused on getting more clients, larger deals, extended product ranges, complementary subscriptions, or business acquisitions. CPQ can facilitate all. What Is Salesforce CPQ, exactly? Salesforce CPQ is a systems quoting solution. It offers […]
Account-based marketing (Terminus + Pardot)
What happens when you combine customer data from different sources? You create powerful segments, improve attribution analytics, enable real-time engagement-driven alerts. With the new Terminus – Pardot ABM Integration, you can now do just that to create superior account-based marketing. Brilliant. Introductions For those who are unfamiliar with these two platforms: Terminus is the leading […]
Salesforce Spring ’20 Release Notes Highlights
Here are 7 Salesforce Spring ’20 Release Notes Highlights – key helpful new features amongst others in a fully-packed new software release. NEWSFLASH :: LATEST RELEASE NOTES: Highlights Salesforce Release Notes Summer 20 -Starting with Pardot I think you will all be really excited about 1-3, as these were considered must-haves by many users, admins […]
Leading Your Campus in a (post-) Pandemic World
I feel fortunate to be able to listen into the Salesforce.org webinar tonight “Leading Your Campus in Times of Crisis” on behalf of our client universities and schools franchises. The purpose of this webinar was to share the insights and learning of selected thought-leaders in higher education in this time of impromptu shifts to online […]
The Future of Accounting in Salesforce
Accounting looks backwards, by definition. So, let’s start with looking at Salesforce & Accounting how we got where we are today. Then, we’ll be looking at the Future of Accounting in Salesforce. Accounting in Salesforce Today You can gain significant benefits from integrating your Accounting package with Salesforce: Eliminating double keying. Reducing errors. Integrated analytics. […]
