Sales Cloud

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 Salesforce... Read more

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

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

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

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

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

A whopping 89 percent of marketers surveyed by Gartner expected to compete on customer experience in 2016. To meet changing expectations, leading CMOs are rapidly innovating the buyer’s journey... Read more

Salesforce Sales Cloud is a robust platform with a multitude of capabilities for managing and growing the sales function. But it can and should also be used by marketing... Read more

Gaining a complete 360-degree view of your prospects and customers is essential for today’s top marketers. This is often achieved by a combination of technology systems that include CRM... Read more

A successful Salesforce deployment and implementation is dependent on so many variables, from people to processes, to the technology itself. How do you know if you got it right?... Read more