Salesforce

Skyrocket your sales department’s efficiency with Configure Price Quote software

Providing accurate, timely, and consistent pricing for customers often makes the difference between a closed-lost and closed-won deal. Salesforce Configure Price Quote can help. Sales reps know that most... 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

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

What is Salesforce Customer 360?

As corporate retail giants like Amazon continue to grow, we have come to enjoy the convenience and simplicity of getting it all under one roof with a one-stop-shop experience.... 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

Five best practices for improved Salesforce security

Salesforce invests time and resources into keeping their platform secure. They often release security updates and publish information on platform security on Salesforce Trust. While Salesforce works to maintain... Read more

How to find the ROI for Salesforce

There are very few conversations about choosing a new CRM where Salesforce doesn’t come up. When you’re choosing something as important as a new Customer Relationship Management tool, bottom-line... Read more

Partner with PK for a seamless end-to-end journey

Finding a great relationship with an outside expert will help to ensure your Salesforce products are performing at optimal capacity. But what about the rest of your customer journey?... Read more

Introducing PK’s lead to cash video series

We’ve all heard this story time and time again. An organization takes the first, critical step by deploying a strategic resource like Salesforce, but after implementation, they do not... Read more