Salesforce

Should you build or buy Salesforce Apps?

The team of Salesforce experts at Concentrix Catalyst had an interesting conversation over lunch today. The debate centered on one, key question: Should you build or buy Salesforce Apps?... Read more

Three new thoughts about Salesforce CPQ that will turn your world upside down

Sales teams often run into issues when trying to produce sales quotes for prospects quickly without making any errors. This is a common and recurring problem across industries and... 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

What are the benefits of a Salesforce integration?

In today’s technology-driven world, many organizations depend on at least one mission-critical system. For example, Salesforce, as a customer relationship management system (CRM), holds important data about your prospects... 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

Five tips for successful sales follow-up from inbound leads

Creative, engaging, and informative marketing content is critical to generate leads. But what happens when a lead engages enough to warrant a response from your sales team? If you’re... 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

Five B2B marketing trends informing strategies for 2018

B2B marketing trends are constantly evolving. Today’s B2B marketer must work with a multitude of content channels and an elusive audience that prefers to interact over a screen. But,... 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

Six tips for supporting Salesforce with a small team

Providing strong internal Salesforce support can make a pivotal impact on the platform’s success in your organization. Maintaining a squeaky clean database and leveraging the full value Salesforce provides... Read more