Big Idea or Enduring Question: Integrating your signing processes with Salesforce enables you to automate the process, enhance security, and track the progress of signers within your CRM. The problem is that Salesforce does not have native signing solutions. This means that if you want to integrate your signing with
Category: Guest Blog
Maximizing Salesforce Teams’ Productivity through AI
As Artificial Intelligence (AI) continues to evolve and integrate into various business domains, its transformative impact on the Salesforce ecosystem is particularly significant. This shift is about more than just adopting new technologies; it’s about a fundamental change in how Salesforce teams operate, leading to unparalleled boosts in productivity and
Beyond Text: Exploring Image Use Cases in Salesforce Flows
Do you know the full extent of the image features you can implement into a Salesforce flow? We’ve completed more than 600 implementations on top of Salesforce, for photo use cases which, more often than not, are using flows. We are very happy to share some of those capabilities with
Salesforce Velocity with Sweep: A New Operational State of Mind
Salesforce is the world’s leading CRM platform for a reason: it’s constantly evolving and innovating, driving massive growth in the ecosystem. The Salesforce ecosystem for services and products has grown significantly in recent years. In 2021, IDC released a study that found that the Salesforce economy would create 9.3 million
How to Get Started with the Salesforce Data Cloud: 101 Guide & Use Cases
Data isn’t just a nice extra; it’s essential. Especially now, when businesses are largely operating in digital spaces, the need for good data use is clear. The role of data analytics has become crucial in pushing a business to succeed. It’s important for company leaders to have a strong data
The Best Alternatives to Salesforce Experience Cloud
Big Idea or Enduring Question: What are the best alternatives to Experience Cloud on the market? And is it possible to find a no-code tool that empowers you to build fully customizable portals and apps? Objectives: After reading this blog, you will have: An understanding of Salesforce Experience Cloud, including
JotForm – Powerful Online Forms and Workflow Automation for Salesforce
Salesforce is the most robust and comprehensive sales, marketing, and operations based CRM solution available. The limits of what you can do with your customer data — once it’s in Salesforce — are bound only by your imagination and skill in navigating the ecosystem. But no two organizations are the same. Each
Fighting Revenue Leaks with AI, Data, and Admin Power
Revenue leakage is the hidden threat that all businesses face. From the initial stages of lead qualification to upselling and cross-selling, potential income can be lost at any point in the sales funnel to gaps and inefficiencies. In this article, we will explore how artificial intelligence (AI) and data can