The Complexity Dilemma Salesforce teams are faced with daily requests from management and business teams, that often come with aggressive delivery times. This reality inevitably leads to a classic dilemma – Should they create longer processes and utilize more resources to ensure the Salesforce Org stays healthy and stable? Or
Category: App Reviews
How-To: Create a Prefilled Form for Nonprofit Donation Drives with FormAssembly
Prefilled donation forms can improve your donation drive results and remove steps for your donors. In this post, learn the steps to creating a prefilled form.
New Research: Salesforce Delivery Teams Excel in Speed but at the Expense of Quality
Salesforce is the bridge that connects end-users and developers, including citizen developers, which make up a large portion of Salesforce’s developers. This explosion of Trailblazers have bypassed the challenges of traditional application development and led to the creation of millions of Salesforce applications over the last fifteen years. Naturally, there
Improve Your Data Collection Strategy with Web Forms
Does your organization have a solid data collection strategy in place? If not, the lack of one can be felt at almost every organizational level. Healthy data collection processes can impact multiple areas of business, including: Internal team communication Administrative and business processes Data visibility and transparency Payment processing Customer
Advancing Business Operations with Salesforce and QuickBooks
Creating streamlined and automated processes within your business is key to maintaining and improving your operations and staff productivity. Companies using Salesforce and QuickBooks for their accounts receivables and payables should consider an integration solution to improve this process. Integrations allow all the information to be seen on one platform,
Top 3 Types of Accounting Automation Your Business Needs
Automation is a game-changer for every industry and type of organization. Arguably the most impactful business automation has been in accounting processes. From lead to ledger the financial aspect of the customer’s journey is faster, easier, more accurate. On Salesforce, automated accounting is a critical component of the platform –
5 Reasons Why You Should Integrate Your Business Docs With Your CRM
Looking to transform the way your sales team sells? When you integrate your business document generation software with your CRM, your reps will gain efficiencies that will allow them to spend less time creating documents and more time closing deals without ever having to leave their CRM. Explore the five
Common Deployment Issues in Salesforce & How to Solve for Them
Once upon a time, Salesforce was a simple customer relationship management (CRM) tool that could be easily managed by a single person or a small team. But that time is well in the past. Today, enterprises are transforming Salesforce into a single source of truth for the whole business and