Goal: Send Quotes to Your Leads With the right support, Salesforce’s Sales Cloud turns haphazard methods for building long-term relationships into a repeatable science. You stay connected to the people and information you need to close sales. LET’S MAKE DEALS In every opportunity record, you can view details about each account and get guidance for winning deals, all in one place. Let’s take a look… Read More »Tour of Salesforce (Part 2 of 5)
Goal: Fill Your Sales Pipeline Salesforce helps you focus attention on the best leads and take the right actions to cultivate those potential customers, so you can convert more leads. LEAD VIEWS Every lead coming into through your marketing channels has potential. Below is an example of a lead. Salesforce’s Sales Cloud makes it easy to sort and manage your leads from the moment they… Read More »Let’s Take a Tour of Salesforce (Part 1 of 5)
Conga’s recent product release is live! Functional Updates Include: Conga Sign API:Embed signing experiences into websites, apps, Salesforce Experience Cloud, and more. Conga Composer API:Generate documents and merge data from anywhere. Conga CPQ API (Early Adopters):Leverage configuration and pricing across the entire enterprise. Conga Contract Intelligence:Use artificial intelligence and machine learning to uncover contract insights and risk. This is a big update that impacts system… Read More »Conga Updates – September 2022
Everyone is trying to do more with less these days, even Salesforce. The platform tries to offer a wider range of new features that can help small businesses drive efficient growth. Salesforce has unveiled a trimmed down version of its popular CRM service, in an effort to help businesses increase efficiency and cut costs amid economic uncertainty. Easy CRM is part of a new product… Read More »Salesforce Tries to Trim, Simplify The CRM Platform
Salesforce and Conga support after implementation is crucial! The real work begins to keep up with updates, new releases, optimize the tools, and track ROI. We deliver support services, from technical strategy to alignment of your in-house team. Salesforce support services should be ready as soon as you go-live so you can maximize ROI from your Salesforce + Conga mashup. Your support should be as… Read More »Salesforce & Conga Support After Implementation
Salesforce launches RPM and other care-from-anywhere features For years, the healthcare system has struggled to catch up with the innovation we were seeing across other industries. The pandemic has forced the industry to accelerate digital transformation and provide the healthcare system with digital-first and always-on patient-focused solutions. Recently Salesforce Health Cloud introduced a suite of new technologies that have been designed for remote patient monitoring,… Read More »Salesforce Health Cloud New Features
Confidentiality, integrity, and availability of your data is vital to your business. To comply with the latest browser and security standards, Salesforce is requiring that customers enable enhanced domains to update the hostname formats for the domains that serve Salesforce orgs. Salesforce will deploy enhanced domains in sandboxes and non-production orgs in the Winter ’23 release (starting in late August 2022 for sandboxes). Enhanced Domains… Read More »Prepare for Enhanced Domains Deployment Beginning in 2023
It’s time to update your CRM with Salesforce and Conga The pandemic and the recent flood of resignations have exposed long-standing problems and inefficiencies in most companies’ sales processes. Contrary to some prognosticators, data suggests that quota attainment and sales success aren’t just about hiring the right sellers. In fact, data suggests that most organizations have competent, hard-working sellers onboard. Sellers proved their worth through… Read More »Inflation & Resignation Exposes Challenges with Traditional Selling Methods
Do you have multiple brands and growing and are looking for a fully integrated and branded eCommerce solution for your customers? Let’s explain how a sales team can realize dramatic performance gains by integrating DocuSign and Conga with Salesforce. This is great insight into how some changes and adjustments can increase your team’s productivity. Life before integrating Salesforce, DocuSign, and Conga Prior to using Salesforce,… Read More »Automate Your Sales Process to Improve Revenue Cycles
Revenue management is the field of expertise known for disciplined analytics that predict consumer behavior at the micro-market levels to maximize revenue growth or revenue generation. The practice involves optimization of product availability, and it leverages price elasticity in order to sell the right product to the right customer at the right time for the optimal price. As a continuing field of business management, the… Read More »How Conga Can Boost Your Revenue Management