4 Ways to Drive Efficiency with Salesforce Service Cloud
Salesforce Service Cloud Salesforce Service Cloud is a tool for your client-facing teams. These teams can support your customers in technical, business to business, business to consumer, or blended ways. The beauty of...
How I passed the Salesforce CPQ Certification
My Journey to Pass the Salesforce CPQ Certification My journey with Salesforce started a little over a year ago. I have spent most of my career in the IT “world” and when I found out about Salesforce and what the...
What are Salesforce Record Types
On the Record: Some Hype About Salesforce Record Types When taking the power and efficiency of the world’s leading CRM platform and customizing it to the specific needs and unique characteristics of your business, one...
Salesforce Custom Objects, 5 Reasons You Shouldn’t Use Them and the One Time You Should
When you should and shouldn't use Salesforce Custom Objects. If Salesforce were a house on CRM Street, it would be the one with the manicured lawn, clean windows, and just enough décor to make it elegant without...
How to use Salesforce for Project Management
How to use Salesforce for Project Management tasks Allow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place....
Salesforce CPQ Pricing Guidance Considerations & Activation
INTRODUCTION TO SALESFORCE CPQ In today’s article, we discuss both Salesforce CPQ and its native out-of-box feature pricing guidance. Before we fully dive in let's discuss CPQ and its audience. Since 2015 Salesforce...
Pardot is not just for B2B: Using Pardot for B2C Marketing
When it comes to marketing automation programs such as Pardot and Marketing Cloud we often associate Pardot with B2B and Marketing Cloud for B2C. In reality, when we are serving each audience we are still talking about...
What is Veterans Day?
What is Veterans Day? The first Veterans of the United States served during the American Revolution in the Continental Army, created in 1775 when colonial militias formed a common army under command of George...
Dynamic Forms are a Game Changer for Salesforce CPQ
I’ve been configuring Salesforce for Clients for the better part of a decade and one of the recurring themes that we’ve come across is the requirement for dynamic rendering. When it comes to dynamic rendering, it...