Drive Revenue and Forecast Accurately with Salesforce’s Pipeline Inspection Salesforce’s Pipeline Inspection is now available for Enterprise Editions. This powerful feature provides your sales team with a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, close date predictions, and account activity, helping you make informed decisions and drive revenue more effectively. By utilizing […]

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Top 6 TrailblazerDX ’23 Takeaways! The Demand Chain team came back from last week’s major event in San Francisco excited and energized by what they experienced.  Here are six key items they noted: 1. De-risking Org Merges: Merging Salesforce orgs can be a daunting task. Companies frequently push off these efforts to be risk averse. […]

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5 Key Considerations CPQ (Configure, Price, Quote) is a centralized error free, automated platform for configuring, pricing, and quoting products for companies selling products or services.  Implementing CPQ can deliver enormous benefits—here are five considerations to help you assess whether you need CPQ and how to set yourself up for a successful CPQ implementation. Signs […]

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Save Time on Orders – Use a Custom Lightning Component to add/edit Products on Order Object/Sales Quote Like most manufacturers, your company likely has a complex and evolving catalog containing thousands of products.  What’s more, you’ve likely added custom product fields beyond the fields native within Salesforce. Challenges When companies add or edit products on […]

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Functionality Spotlight: Increase Customer Engagement with App Push Notifications Out of Salesforce Consumer Research Organization client helps consumer packaged goods companies with capturing consumer insights and feedback on existing products and new concepts.  CHALLENGE Client recruits consumers to test and evaluate food products. Once consumers have been qualified and opted-in, client communicates with participants to […]

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See related records in one interactive timeline with Time Warp! We recently implemented an interesting and powerful visualization app on our Salesforce instance called Time Warp. Time Warp provides a visual, interactive timeline of records, including Leads, Accounts, Contacts, Cases, Assets and any custom objects. The highly intuitive interface provides an excellent 360-degree view into […]

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TIP #8: Use Trailhead To Power Remote Learning Keep your team’s business, tech, and soft skills sharp! Tip #8: Use Trailhead to Power Remote Learning: Salesforce has a gamified online learning platform called Trailhead. It is made up of modules or “trails” for training a variety of Salesforce users, from representatives using Service Cloud, to […]

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