Are you sure that no revenue is leaking from your business? Most likely not, and you have reason to think so. Revenue leakage is a common business problem: 42% of companies leak revenue, according to MGI, and EY says companies lose 1% to 5% of realized EBITA to leakage each
Category: App Reviews
5 Ways to Turbocharge Your Customer Interactions with an Appointment Scheduling Application
In today’s world, customer engagement stands at the forefront of business innovation. The world’s top companies are leveraging scheduling automation and the power of data and analytics to maximize client interactions; having a strong data engine that empowers connections between business teams, prospects, and customers is an absolute must for
Speeding Up Bulk Update Records using Data Action Platform
As Salesforce administrators, we often create, update, delete or convert records; these are time-consuming activities. For example, You have got a business use case to create tasks for open opportunities for which the close date is less than a week. Your colleague is seeing your help to convert 200 leads.
Easier and More Scalable Salesforce Integration with Declarative Webhooks
What is a Webhook? Whenever two separate systems are connected, they can communicate with each other through the internet by sending and receiving messages. One of the systems can be the receiving system and the other the sending system, but sometimes they can switch roles depending on the integration. The
How to Solve Top Activity Capture Challenges Salesforce Admin Face Daily
Dreamforce returns in all its glory for its 20th anniversary this year and as a Salesforce partner, Revenue Grid is delighted to share this event with you. Designed for Salesforce users, Revenue Grid helps companies with complex sales scenarios automate activity capture and then identify and eliminate revenue leaks with
The New Age of Data Collection is Here: Welcome to FormAssembly Workflow
A streamlined workflow is an integral part of business process automation. A big part of this is efficient data collection with Salesforce and other related products. Recently FormAssembly introduced Workflow as part of their product to take data collection to the next level. I have been a FormAssembly user for
Salesforce Workflow Migration: How do you actually do it?
My name is Pablo Gonzalez. I’m the creator of HappySoup.io and have been a Salesforce developer for 11 years. Unless you’ve been living under a rock the last few months (and I won’t judge if you have!), you may have heard that Salesforce has plans to retire Workflow Rules and
Create Salesforce Leads from Emails with Match My Email
Match My Email adds another feature that Einstein Activity Capture lacks. If you ask B2B buyers what their preferred method of communication is, 62% pick email. Now, look at your team: how do they communicate with prospects? Chances are, you’ll find that most of your sales conversations take place over