Is it time to upgrade from Salesforce Standard Quotes to CPQ?
Salesforce includes several standard objects you can use to support and manage your quoting. A quote (a standard object) is basically a record in Salesforce showing proposed prices for... Read more
Enable deeper ROI with expense management software
Does your sales team keep track of expenses on spreadsheets, referring back to crumpled up receipts from last week’s trip? Not a great way to keep track of this... Read more
Five key items to understand when setting up Salesforce campaigns
Salesforce Sales Cloud is a robust platform with a multitude of capabilities for managing and growing the sales function. But it can and should also be used by marketing... Read more
10 Tips for evaluating CRM and marketing automation software
CRM and marketing automation software have rapidly advanced in the past few years. Major CRM tools have been around for years and have kept up with cloud and mobile... Read more