16 Salesforce tips and tricks for Improving your Sales Process and Boosting Revenue

By Nitin Dangwal / April 5, 2021

Today every online store desire to boost traffic and conversion rate. However, even after putting together some basic strategies, it can still be quite challenging to choose that which marketing tactics you should try and would work best for your business.  There was a time when the biggest salespeople stay close to their customers, approaching…

August 7, 2021
16 Salesforce tips and tricks for Improving your Sales Process and Boosting Revenue

Today every online store desire to boost traffic and conversion rate. However, even after putting together some basic strategies, it can still be quite challenging to choose that which marketing tactics you should try and would work best for your business.  There was a time when the biggest salespeople stay close to their customers, approaching…


Salesforce ROI calculator – know when upgrades are right for your business

By Nitin Dangwal / April 2, 2021

Table of content Businesses continue to make new investments in Salesforce as they understand the necessity for a system that not only unites business processes but also provides a data-rich and seamless experience while engaging with customers. If you have a Salesforce solution, your essential decisions will be based on quantifiable and accurate data. Any leading sponsor…

June 15, 2021
Salesforce ROI calculator – know when upgrades are right for your business

Table of content Businesses continue to make new investments in Salesforce as they understand the necessity for a system that not only unites business processes but also provides a data-rich and seamless experience while engaging with customers. If you have a Salesforce solution, your essential decisions will be based on quantifiable and accurate data. Any leading sponsor…


The Guide to Salesforce Deployment checklist

By Nitin Dangwal / February 24, 2021

Salesforce Deployment checklist  Introduction  All good admins know that unless there is an exceptionally good reason to do otherwise, changes should be made in a sandbox environment. Especially if the changes are many and big, such as a lightning migration. So, this means that once you are satisfied with the solution you have built, and it has…

July 8, 2021
The Guide to Salesforce Deployment checklist

Salesforce Deployment checklist  Introduction  All good admins know that unless there is an exceptionally good reason to do otherwise, changes should be made in a sandbox environment. Especially if the changes are many and big, such as a lightning migration. So, this means that once you are satisfied with the solution you have built, and it has…


Salesforce flow application: Setting up and an example

By Nitin Dangwal / February 19, 2021

Overview  Lightning Flows (AKA Flows) can assist you in automating complex business processes and manual data entry. It allows you to work smarter, not harder, by saving your users’ time and ensuring the required tasks are being accomplished.   As a Salesforce admin, flows can be one of the most effective and powerful tools in your…

February 22, 2021
Salesforce flow application: Setting up and an example

Overview  Lightning Flows (AKA Flows) can assist you in automating complex business processes and manual data entry. It allows you to work smarter, not harder, by saving your users’ time and ensuring the required tasks are being accomplished.   As a Salesforce admin, flows can be one of the most effective and powerful tools in your…


Sort Pipeline by Sales stages with Salesforce Tableau CRM (Einstein Analytics)

By Anshul Verma / February 15, 2021

Problem Statement  While working on a recent change with a Tableau CRM sales dashboard, we encountered (a bit late) that the sales pipeline view shows sales stages in the incorrect order. Ideally, you would want the pipeline view to reflect the stage in the same sequence as the sales process (for example Prospect, Propose, Negotiate, Close).  Sales…

September 4, 2021
Sort Pipeline by Sales stages with Salesforce Tableau CRM (Einstein Analytics)

Problem Statement  While working on a recent change with a Tableau CRM sales dashboard, we encountered (a bit late) that the sales pipeline view shows sales stages in the incorrect order. Ideally, you would want the pipeline view to reflect the stage in the same sequence as the sales process (for example Prospect, Propose, Negotiate, Close).  Sales…


Pardot vs Marketing Cloud: Learn what’s right for your Business

By Nitin Dangwal / February 12, 2021

Pardot and Market cloud are the two very powerful platforms provided by Salesforce. Both of them have lots of benefits and if you can explore their full potential, a brilliant performance is what you’ll get in return. The two tools differ in one way or the other and it is important you know which is fit for your…

February 12, 2021
Pardot vs Marketing Cloud: Learn what’s right for your Business

Pardot and Market cloud are the two very powerful platforms provided by Salesforce. Both of them have lots of benefits and if you can explore their full potential, a brilliant performance is what you’ll get in return. The two tools differ in one way or the other and it is important you know which is fit for your…


Pardot with Salesforce: 11 things to keep in mind in 2021

By Nitin Dangwal / February 10, 2021

Pardot is a Salesforce product that offers business to business (B2B) marketing automation. It helps users: Generate more leads and increase their speed through the sales pipeline conduct personalized campaigns better understand the entire marketing/sales process through useful reports  This software as a service (SaaS) works perfectly with the Salesforce customer relationship management (CRM). As…

February 12, 2021
Pardot with Salesforce: 11 things to keep in mind in 2021

Pardot is a Salesforce product that offers business to business (B2B) marketing automation. It helps users: Generate more leads and increase their speed through the sales pipeline conduct personalized campaigns better understand the entire marketing/sales process through useful reports  This software as a service (SaaS) works perfectly with the Salesforce customer relationship management (CRM). As…


7 reasons you need a Salesforce support and maintenance partner in 2021

By Nitin Dangwal / February 3, 2021

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides, and they…

September 30, 2021
7 reasons you need a Salesforce support and maintenance partner in 2021

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides, and they…


Recurring Billing with FinancialForce and Alternatives

By Nitin Dangwal / January 13, 2021

Enterprise resource planning (ERP) is a type of business management software. It ranges from things like customer relationship management (CRM) to business intelligence (BI). Salesforce is one of the most common CRMs available and is available as a software as a service (SaaS). Force is a cloud platform-as-a-service (PaaS). It shares similar features to Salesforce…

January 13, 2021
Recurring Billing with FinancialForce and Alternatives

Enterprise resource planning (ERP) is a type of business management software. It ranges from things like customer relationship management (CRM) to business intelligence (BI). Salesforce is one of the most common CRMs available and is available as a software as a service (SaaS). Force is a cloud platform-as-a-service (PaaS). It shares similar features to Salesforce…


7 Salesforce Hacks and Shortcuts You Didn’t know About

By Nitin Dangwal / December 4, 2020

So, you’re a Salesforce user? Do you enjoy using it or it makes you more productive? I’m certain that if we took a survey of users right here, we would have an enormous difference in answers. Besides, your company would have invested in Salesforce to assist you in executing your job more effectively, so you…

June 28, 2021
7 Salesforce Hacks and Shortcuts You Didn’t know About

So, you’re a Salesforce user? Do you enjoy using it or it makes you more productive? I’m certain that if we took a survey of users right here, we would have an enormous difference in answers. Besides, your company would have invested in Salesforce to assist you in executing your job more effectively, so you…