Salesforce and CRMs Archives

Service Cloud Voice Primer

What is it and what are the benefits? The Salesforce ecosystem powers the Sales and Service engines at some of the world’s largest companies. Historically, organizations have had to rely...

Integrating Health Cloud and Data Cloud

Medical Record Management Challenges Medical record management poses several key challenges for healthcare providers. Most notably, ensuring the integrity and availability of patient health information, while remaining compliant with regulations...

How to Create Dynamic CPQ Quote Templates in Salesforce

After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming,...

Integrating Financial Services Cloud and Data Cloud

The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers...

Don’t Eliminate the Lead Object

Salesforce is a powerful CRM that helps businesses manage customer relationships and streamline their sales processes. One of the cornerstone elements of Salesforce is the Lead object, which allows companies...

Getting the most value out of your Salesforce Unlimited Investment

Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve...