Insights
September 3, 2021
One of the parameters you may use for territory planning is proximity of your account managers to their accounts. Having account managers close to their accounts […]
August 31, 2021
Integrating Salesforce with other systems is inevitable as your business grows. But integrations have a way to expand in scope. It is not unusual to end up […]
August 31, 2021
Checklists are used in many industries to ensure that standard practices are followed. Usage of checklists in aviation, software engineering and surgical procedures is very well known. […]
July 23, 2021
The Salesforce platform can be a game changer for your business. The speed and flexibility offered by the platform to configure and customize secure cloud solutions […]
March 11, 2021
Strategic Account Management begins with what accounts make up the portfolio. How do you identify the strategic accounts within your customer base? The most common method […]
February 7, 2021
Integrating external systems data with Salesforce is a common use case in any Salesforce implementation. Such external systems may provide ERP, Finance, HR or some other […]
January 19, 2021
The case for planning, managing and growing your Strategic Accounts differently, is well established. You need to understand, manage and sell to your strategic accounts differently than […]
December 9, 2020
Lightning datatable is a powerful component in Salesforce to display tabular information. A lightning-datatable component displays tabular data where each column can be formatted based on […]
November 21, 2020
The Formula Field in Salesforce is a powerful tool to show data using automatic calculations. An example would be to show the average assessment score after […]