lead-to-cash

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

How to manage your business with Salesforce

There are thousands of options on the market today for business management software. Many, if not most, of these options, were developed to solve challenges related to a niche... Read more

Five benefits of using Salesforce CPQ

Providing accurate, timely, and consistent pricing for customers often makes the difference between a closed-lost and closed-won deal. It also impacts satisfaction and loyalty, which can lead to long-term... Read more

Win and keep new customers with Salesforce CRM

Win and Keep New Customers with Salesforce CRM is our third article in a series highlighting the new role marketers are taking in the entire journey of each prospect... Read more

How to build your Salesforce center of excellence

More and more businesses are looking at Salesforce as a complete solution from lead-to-cash. In fact, the more departments working on the Salesforce platform, the better. You’ll have better collaboration,... 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

How energy sector OEMs can increase profitability

For those of us working in energy sector OEMs, especially if you’re challenged with today’s low natural gas prices, efficiency means everything. Efficiency drives greater profitability and greater success.... Read more

Quit using Excel to run your energy business

Countless companies in the energy business still count on Excel to manage their sales, service, and operations. In today’s competitive world, however, that likely leads to missed sales opportunities;... 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