While there are all sorts of apps on the AppExchange that provide tools or powerful additions to your Salesforce org, accounting has been a notoriously difficult one to find. For too many companies, they have to use at least two systems and be switching back and forth between them. This is wasted time and money […]
AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!
If you are like many other companies, you have automation setup so that when you or your users create new records, you begin to automatically follow those records. However, not every record is useful or worth following. And besides, each user has a limit of 500 records that they can be following at any one […]
There are more than a handful of document generation tools out there on the AppExchange. Some of the big names, such as Conga and Docusign, hold a big market share, but that doesn’t mean their smaller competitors aren’t getting the job done equally as well, at potentially a smaller price tag. WebMerge is a very […]
We talk a lot in our blog about the in-depth nuances and details of using Salesforce and how you can get the most from it. However, this week we thought it would be nice to step back a bit, and look at why Salesforce and workflow automation is so beneficial, specifically for Sales Teams. For […]
Want to get started with AI and machine learning but don’t know how? Well the Coveo AI search is a great entry point. You are your team run dozens or hundreds of searches a day. Keywords, phrases or just plain old questions. But the results you get aren’t always helpful. The Coveo AI goes […]
Salesforce has long used the idea of “a 360-degree view on the customer” to describe just how the CRM works in relationship to clients and customers. Of course, what this means is that the better the CRM, and the more data involved, the more complete a view you can get of who is […]
For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and […]
Are you constantly returning to a particular list in Salesforce to get your daily tasks done, such as an open pipeline, or a list of flagged opportunities? Whatever the list may be if it is something you pull up every day you definitely want it to be easy to access and to not spend a […]
As any good project manager will tell you, the job of onboarding and managing customers is a complex and challenging process. Sure, there are plenty of productivity apps out there, but how many are really aligned with the needs of project managers? The TaskRay Project Management app for Salesforce is an established solution that […]
