by Team Cloudiate | Feb 21, 2022 | Salesforce Consulting
Managing customer relationships is becoming increasingly essential for organizations to serve their clients, grow business, and succeed in the competition. As a result, many companies use Salesforce as their CRM (Customer Relationship Management). However, despite...
by Team Cloudiate | Dec 27, 2021 | Salesforce Consulting
If your business aspirations need a better action plan to become a reality, Salesforce may be the secret you are in search of. Salesforce is the most renowned Customer Relationship Management or CRM platform in the market. However, implementing Salesforce is no...
by Team Cloudiate | Nov 20, 2021 | Salesforce Consulting
When using a tool as comprehensive and robust as Salesforce, it is easy to confuse the terms “configurable” and “customizable,” notably because the SaaS offers both. The two are not the same. In Salesforce customization, you have to develop and...
by Team Cloudiate | Nov 15, 2021 | Salesforce Consulting
Salesforce Configure, Price, Quote software is a powerful tool for the sales team to quote accurate product prices for any configuration quickly. According to a Salesforce study, Revenue Cloud, the platform that offers CPQ and Billing, increases quote generation by...
by Team Cloudiate | Oct 28, 2021 | Salesforce Consulting
Lightning completely transformed the Salesforce platform and its user experience since its launch in 2014. But more than that, it brought about a massive jump in productivity and a Lightning Adoption Survey attests to it. After using Salesforce Lightning, orgs...
by Team Cloudiate | Aug 29, 2021 | Salesforce Consulting, Salesforce Implementation
A sophisticated or straightforward Customer Relationship Management (CRM) tool enables companies to stay connected with their customers. It ensures a smooth process, beginning from a business’s first interaction with the market to the point of purchase by its customer...