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Insights & Perspectives

Expert insights on Salesforce implementation, CRM strategy, and digital transformation. Learn from our experience helping businesses get the most from their technology investments.

How Salesforce Sales Engagement Supercharges Your Outbound Sales
Insights•March 11, 2025

How Salesforce Sales Engagement Supercharges Your Outbound Sales

Struggling with inconsistent lead follow-ups and wasted sales opportunities? Salesforce Sales Engagement transforms outbound sales by automating cadences, prioritising leads with intelligent scoring, and streamlining daily tasks with a work queue. Discover how it ensures every lead gets the right level of attention while giving managers real-time insights to optimise outreach strategies.

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Streamlining Sales with Salesforce: The Ultimate Guide to Lead Management
Insights•October 27, 2024

Streamlining Sales with Salesforce: The Ultimate Guide to Lead Management

Lead management is the backbone of any sales-driven business, and with Salesforce, you can transform the way your team handles inquiries. From automating lead capture to leveraging AI tools that predict conversion potential, Salesforce enables you to optimise every step of the process. Whether you’re managing a high volume of leads or honing in on top prospects, Salesforce's robust features ensure your team works smarter, not harder.

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What is a Salesforce Health Check and What Can It Do For Users?
Insights•October 26, 2024

What is a Salesforce Health Check and What Can It Do For Users?

A Salesforce Health Check is essential for businesses that have been using Salesforce but feel it's no longer aligned with their evolving needs. Whether it’s restoring confidence in the platform, optimising efficiency with automation, or enhancing forecasting and reporting, a Health Check ensures your Salesforce instance adapts as your business grows. Discover how a thorough review of your system can reveal hidden inefficiencies and unlock the full potential of Salesforce to drive growth and improve user adoption.

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The Importance of Diversity in Consultancy: Unleashing New Perspectives for IT Projects
Insights•August 23, 2024

The Importance of Diversity in Consultancy: Unleashing New Perspectives for IT Projects

Diversity in consultancy is more than just a buzzword, it's a strategic advantage, particularly in the fast-paced world of IT projects. A diverse team brings a wide array of perspectives, fostering creativity, innovation, and better problem-solving. By drawing from varied backgrounds, experiences, and cultures, consultants can approach challenges with fresh ideas and develop solutions that are more inclusive and tailored to the needs of a global client base. In a competitive market, embracing diversity not only strengthens internal collaboration but also enhances client relationships, ensuring that solutions are relevant, effective, and impactful.

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Sustainability in Consultancy: Guiding Change from Within
Insights•August 2, 2024

Sustainability in Consultancy: Guiding Change from Within

As sustainability becomes a key driver of business strategy, consulting firms are uniquely positioned to lead change; both by improving their internal practices and guiding clients towards greener solutions. From optimising remote work and travel policies to fostering a culture of sustainability and advocating through thought leadership, consultancies have powerful opportunities to make a difference. While SaaS and digital consultancies may have limited physical infrastructures to overhaul, their influence and strategic insight can drive meaningful, industry-wide change.

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Understanding Salesforce Forecasts
Insights•April 28, 2024

Understanding Salesforce Forecasts

The article discusses the importance of forecasting in Salesforce. It explores several key features and tools available in Salesforce for forecasting and how they can benefit organisations.

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From Poacher to Gamekeeper : Building a Career in Salesforce
Insights•April 19, 2022

From Poacher to Gamekeeper : Building a Career in Salesforce

Having just achieved my 10th Salesforce Certification, Application Architect, I wanted to share a little about why I chose Salesforce consulting as a career change and what I learned in the process. If you’re working in sales and thinking about a career change to Salesforce, I hope it helps and if you want any advice, feel free to DM me on LinkedIn!

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An Exact Science: Forecasts in Salesforce
Insights•February 1, 2022

An Exact Science: Forecasts in Salesforce

Sales Forecasts help businesses understand how they're tracking against revenue expectations. The Forecast and Quota tools in Salesforce Sales Cloud are some of the most under-used but effective tools in the Sales Cloud suite. This article looks at Forecasts in detail, together with some recent advancements in the Salesforce Spring '22 release.

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The Salesforce Sales Cloud Top Five
Insights•October 27, 2021

The Salesforce Sales Cloud Top Five

Top tips for making the most of Salesforce Sales Cloud; including leveraging automation, mobile experience and integrations. The things no Salesforce Sales Cloud instance should be without!

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The many reasons spreadsheets are not your friends
Insights•October 1, 2019

The many reasons spreadsheets are not your friends

People love spreadsheets. They're a comforting way to push data around and track changes. BUT, there are many reasons why spreadsheets don't work beyond the most basic of use cases. Here's why we shouldn't be afraid to shake off the limitations of spreadsheets and move towards a database structure.

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Predictive Analytics: The Credit Manager’s Crystal Ball
Insights•August 15, 2019

Predictive Analytics: The Credit Manager’s Crystal Ball

Wouldn’t it be great if we could accurately identify which customers or prospects are going to default? We would be able to refuse or restrict credit terms and prevent the businesses we represented from being stung by insolvency; we would be nothing short of psychic credit superheroes! But is it possible?  

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The Death of a Spreadsheet
Insights•January 11, 2019

The Death of a Spreadsheet

You wouldn’t use a calculator to do a job for a spreadsheet (or vice versa, assuming you have a calculator to hand). By extension, with the wealth of technology solutions available to business today, why do we continue to rely so heavily on spreadsheets?

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