3 Tips for Not-for-Profit CRM Migration

Is your NFP organisation migrating to a new CRM system? Here’s what you need to know.

There’s an app for that

Remember the days when app was just the start of other words such as appointment, apply, and appearance? Now it is a word all on its own with billions of apps available for download worldwide.

Let’s go with the (Salesforce) Flow

Deciding which Salesforce automation tool to use can be a challenge. In this blog our Salesforce Administrator Noemi Juan looks at three commonly used tools and the advantages and disadvantages of each.

Change Management for Salesforce Projects

Many businesses believe that changing or upgrading their technology platform will help solve their issues, but are left disappointed when the project fails.

As our Business Development Manager, Yaou Smets outlines, ensuring successful change management involves a lot more than simply implementing new technology.

How to manage junk cases in your org

With the evolution of digital technologies and social media, customer service, customer satisfaction and customer experience have become key drivers of running a successful business.

How a CRM helps you know your customers

With many businesses losing their ability to interact face-to-face with their customers, having a full understanding of their needs and ensuring a good customer experience has never been more important. However, doing so can seem like a daunting task, especially when times are changing.

Winter ’21 Release Notes

Salesforce’s Winter ‘21 Release is due to be rolled out later this month with a stack of upgrades and new innovations. Here’s what to expect.

Dealing with Tangled Salesforce Orgs

We’ve all been there. You suddenly get an error message for something in your Salesforce org which was working just fine yesterday. You look into the problem only to find that the solution isn’t a simple fix. Somewhere along the line, your org structure got tangled, but how did you get to this place of errors, mess, and confusion?

Summer ‘20 Release

After being postponed earlier in the year due to COVID-19, Salesforce’s Summer ‘20 Release is almost ready for deployment. Here’s what to expect.

Salesforce CRM Health Check – Why You Need One Now

Our CRM Health Check & Business Review is an inexpensive way to make sure your business is getting the most from your investment in people, processes and technology. Perfect for SMB’s who have had significant business change or growth in the past 1-2 years and are unsure what to do next.