Process Improvement

Refine your lead generation strategy through marketing automation

We often see companies with disconnected sales and marketing systems and processes. The cause could be a limited understanding of the software or a lack of a clear roadmap.... Read more

Do you need a Salesforce Health Check?

Salesforce is like a living and breathing team member in your company. Your CRM has been growing, developing, and changing since implementation. And just like you, it needs regular... Read more

Seven beyond marketing features in Salesforce

So, you may have been told Salesforce can be a CRM for your company, but we’re here to tell you about how you can run your entire business on... Read more

Three known steps to kickstart digital transformation

Digital transformation is taking businesses by storm, causing organizations to abandon familiar routines and explore new ways to attract and retain their customers. New digital technologies aid companies in... Read more

Improve your sales process with Lead-to-Cash

Customer experience and closing deals are top priorities for most companies today. Unfortunately, they don’t always go hand in hand, but here’s how Salesforce and Pardot work in tandem... Read more

Top five challenges field service management organizations face

Challenges field service management companies face include HVAC, lighting, and janitorial services, balancing resources, and customer demands that require an intricate framework of tools and processes to keep operations... Read more

Field Service Lightning: Connecting field service operations

Field Service Lightning is a cloud-based Salesforce solution that automates essential aspects of field service coordination like scheduling service appointments, dispatching employees and service vehicles, tracking vehicle locations, and... Read more

Why the field service industry chooses Salesforce to connect field service teams to their customers

In the field service industry, there are numerous moving parts all of which need to be managed efficiently. Your field service team needs to be as productive, efficient, and... Read more

Misconceptions about sales in the manufacturing industry

Manufacturers are going through a rapid digital change. Our infographic breaks down a few misconceptions about the industry and provides you with an inside look at the transformation of... Read more

How manufacturing companies can increase sales with CPQ

As a manufacturing company, your team offers a wide variety of products, packaging, pricing, and discounts. When working these components into quotes, complexities in each of these elements can... Read more