Author: Stephanie Gaughen

Four ways Salesforce benefits the tech industry

If you’re in the high-tech industry, you’re probably pretty accustomed to the amount of new technology and constantly shifting in your industry. Because this industry is in a constant... Read more

Simple ways tech companies improve sales with Salesforce

The fast-moving tech sector is constantly dealing with exponential growth, new entrants, mergers, and acquisitions. For these businesses to thrive, they need to build a great relationship with their... Read more

Effective sales process with Salesforce

When a customer purchases something from you, how easy is it? Do they understand the process or is it confusing? Are you making them jump through hoops to transact?... Read more

Salesforce adoption problems and how to solve them

Salesforce has over 150,000 customers globally and is used by 83% of Fortune 500 companies. With numbers like that, it’s clear that Salesforce is the must-have business management platform.... Read more

Five best practices for lead management

Too often businesses put an emphasis on lead generation without giving much thought to lead management; how those leads will become customers. It’s akin to the “build it, and... Read more

How to prepare for the next Salesforce release

Salesforce delivers a new release three times a year, with an average of 150+ features being added, updated, and in some cases removed. These upgrades come in Spring, Summer,... Read more

Optimize your Salesforce quote-to-cash process

The new customer experience requires businesses to optimize their Salesforce quote-to-cash process. Delivering quotes and invoicing customers are critical steps in the quote-to-cash process. We regularly hear from customers... 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

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

Five reasons to adopt a cloud CRM in today’s digital climate

How do you collect and store information on new leads, and existing customers and accounts? If you’re still working in spreadsheets, Outlook address books, or “premise-based”, legacy customer relationship... Read more