Latest Articles & Insights

One of the most significant investments you can make to your business is switching to salesforce. Many companies fail to meet their sales expectations from the platform and realize a low return on investment due to poor integration and customization that would otherwise be eliminated solved by these Salesforce integration hacks. Salesforce has helped thousands…

It’s possible you’ve heard of managed services and know a few of the benefits that come with it. In today’s digital world, business is more competitive than ever. The last thing your company needs is complications and downtime due to poorly integrated systems and processes. Salesforce CRM is the best option to have as the backbone…

Salesforce CRM has revolutionized the way we store and maintain data. Initially maintaining data meant that you have a person inserting data or information of your customers manually in a word document or excel sheet. In this article, we will look at the benefits of Salesforce CRM as well as explore the steps to implement…

What is the difference between sales cloud and service cloud? Things begin to get confusing when it comes down to choosing a CRM that will work best for you. You only want to go for essential features that will not waste your dollars. On the other hand, some features might be so similar that you…

It has been said that predictive analysis is going to help create more efficient and effective health systems. But are there any tangible and successful results? Let’s review the benefits of predictive analytics in healthcare and how some organizations have already achieved tremendous progress. An insurance provider in California was able to use predictive analysis…

If you’ve been using Salesforce CPQ and still bothered by issues of tax, then you need to learn how to integrate tax calculations with Salesforce billing. As your business grows, manual billing becomes unmanageable. If users, customers, or subscribers need to change their plans or restart canceled ones, it can be a nightmare to track…

Before anything else, let’s just mention there are several interesting upcoming Salesforce certifications in 2021 that any Salesforce platform’s user should be excited about. Salesforce is a robust CRM with many offers for different industries and professionals. While it is easy to assume that you can find your way around it, it is important to…

One of the main ways financial institutions outdo the competition is via customer experience. With technology, customers even have more access to their financial institutions. If you are looking to build customer loyalty and have customers sign up for new or higher-end products, customer experience is the way to   go. Impressive CX experiences cannot be…

The need to have a perfect Customer Experience (CX) score has put enormous demands on companies using salesforce as their CRM tool as customer experience (CX) is becoming more and more important. In many cases, it is the sole differentiator between a business and its competition which is why for those using Salesforce, knowing how…

A day in the life of a Salesforce admin. You need to export your organization’s data and back it up somewhere else (because something could happen, and you could lose it, even if it is in the cloud). You also need to ensure that data quality within the system, for example, duplicate data, does not…

Nearly every organization, whether B2B or B2C, is quietly praying that 2021 won’t be anything like 2020. Although the Covid-19 pandemic goes on, we all hope that with the vaccines finally here, we’re headed for good times with B2B and B2C Salesforce Commerce cloud toolkit providing the starting point for ROI recovery. Unfortunately, even after…

Aligning the Salesforce platform to company goals is the ultimate goal for every Salesforce user. That’s because the platform is worthless if it doesn’t take you closer to your dreams. Unfortunately, the Salesforce platform is also a vast one. No one can claim to have mastered the entire CRM, especially since Salesforce introduces new features…

Development and Operations (DevOps) and Development Security and Operations (DevSecOps) are leading models for efficient software delivery. Indeed, DevOps and DevSecOps adoption trends are likely to dictate software development for the next few years. However, both DevOps and DevSecOps are also tipped to evolve substantially over the coming years. Below, we discuss top expert predictions…

In early November, Salesforce introduced a new Salesforce Sales Cloud component known as the Salesforce Revenue Cloud. The Salesforce Revenue Cloud seeks to give businesses the power to simplify the buying process and accelerate new revenue streams while improving revenue efficiency. It also brings together B2B commerce, Partnership Relationship Management, and CPQ & Billing capabilities…

The Covid-19 pandemic has widened the gap between digital haves and have-nots. Businesses that were just beginning to get their digital “act” together now find themselves lagging even more, with marketers’ leaders now further in front after adopting additional and innovative tech, Marketing Automation for B2C brands, initiatives to weather the Covid-19 storm. It’s a…