No-Code Orchestration for Salesforce: How to Automate Lead Routing, Matching, and More
Salesforce users know that speed and precision are everything when it comes to managing leads and engaging prospects. But many […]
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Why I Still Like Reporting and Dashboards (and Why You Would Too)Â
In a world where buzzwords like generative AI, autonomous agents and no-code tools dominate conversations, it might feel tempting to
How to Get Your Manager to Use & Buy Into Salesforce…(It should be easier)Â
Getting buy-in from your manager is one of the most critical steps in ensuring Salesforce is adopted thoroughly and successfully
Salesforce Global Search Deep Dive: Field Searchability, Query Rules, and FiltersÂ
What is Salesforce Global Search? Salesforce Global Search is the universal search bar at the top of the Salesforce interface.
Protecting Your Salesforce Org: Navigating the Upcoming Connected App Restrictions & Lessons from the Data Loader Breach
Introduction As a Salesforce administrator or leader in your organization, staying ahead of changes and threats is crucial. Starting early September
How a Global Software Company Transformed Revenue Intelligence with Predictive Forecasting in Salesforce CRM Analytics
How Predictive Forecasting Transformed Revenue Intelligence in Salesforce CRM Revenue forecasting is a challenge for fast-growing SaaS and enterprise software
From Order Taking to Revenue Intelligence: A Roadmap for CRM Transformation
The Whiteboard Moment: Why CRM Transformation Matters I have been in the world of sales for over two decades, and
Women Transforming Technology
My Journey at Sweet Potato Tec At SPT, I’ve been able to grow, take ownership of impactful Salesforce projects, and
CRM Projects Really Can Fail (and What You Can Do Differently)-Steve JonesÂ
CRM projects are often launched with high expectations, yet research shows that between 30% and 50% of CRM implementations don’t
How We Pick Up and Fix Failing ProjectsÂ
Salesforce is a powerful platform, but even the best CRM can fall short if it’s poorly implemented, underutilised, or not