Sales Cloud

Four key reasons to use Salesforce Leads vs. Contacts

Salesforce Leads vs. Contacts –What’s the difference? It’s a topic that yields many questions. We all want Salesforce to help us work more efficiently. With that in mind, many... ...Read more

End the marketing and sales disconnect with Salesforce Sales Cloud

There has long been a disconnect between marketing and sales, and the business software world is catching on, especially if you’re a Salesforce customer. The handoff between marketing and... ...Read more

Field services: How to grow your business with Salesforce

The field services industry has seen dramatic changes stemming from technology over the years. The industry is complex, with a mix of full-time staff, part-time employees, and contractors working... ...Read more

How to prepare your Salesforce Org for Lightning Experience

Since announcing the development of a new Lightning Experience in late 2015, Salesforce has gradually enabled features and functions available in the new UI. Lightning Experience is a modern... ...Read more

An intro to sales pipeline reporting in Salesforce

Many companies struggle to establish pipeline reporting in Salesforce. They guess at how leads move through the buying process and lack visibility into marketing’s contribution. Using standard functionality in... ...Read more

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

How to build a revenue funnel in Salesforce

A revenue funnel can help answer one of the most critical sales and marketing questions: how do my leads become closed-won deals? A revenue funnel is not a marketing... ...Read more

Summer 17 release: Sales cloud top features and highlights

Summer is officially here and so is the Salesforce Summer ’17 release. We’ve gathered a round-up of some of the features and enhancements we’re most excited about. Campaign management... ...Read more

What Is CPQ? Getting Started with Salesforce CPQ Basics

One of the hardest parts of a sales rep’s job is to provide professional and accurate quotes to prospects quickly. For many, this process requires talking with several departments... ...Read more

How high-performing organizations are using agile marketing to grow sales

With an extensive background in software development, our team has long  been accustomed to the concept of “agile” development, which can be described as: Responding to change, even if... ...Read more