Salesforce and CRMs Archives

Configuring Service Cloud Voice

In our previous post on Service Cloud Voice, we reviewed what this new telephony tool actually does, and how it can be beneficial to organizations. It’s great to know the...

What is Salesforce Revenue Lifecycle Management?

Revenue Lifecycle Management (RLM) is a new revenue solution from Salesforce, offering a combination of Salesforce processes and technologies that help businesses manage Sales and Finance in a single unified...

Leveraging Data to Boost Bundling & Retention for Telcos

Telecommunications companies have access to an immense amount of data. This data, if properly harnessed, can become a gold mine of valuable insights. However, the challenge lies in the ability...

Service Cloud Voice Primer

What is it and what are the benefits? The Salesforce ecosystem powers the Sales and Service engines at some of the world’s largest companies. Historically, organizations have had to rely...

Integrating Health Cloud and Data Cloud

Medical Record Management Challenges Medical record management poses several key challenges for healthcare providers. Most notably, ensuring the integrity and availability of patient health information, while remaining compliant with regulations...

How to Create Dynamic CPQ Quote Templates in Salesforce

After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming,...