Expert insights on Salesforce implementation, CRM strategy, and digital transformation. Learn from our experience helping businesses get the most from their technology investments.
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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Discover expert insights on Salesforce implementation and best practices.
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Discover expert insights on Salesforce implementation and best practices.
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Discover expert insights on Salesforce implementation and best practices.
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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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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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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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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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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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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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Based on several studies over the past 20 years, around 50-70% of CRM projects fail. Getting it right isn't easy; which is why Salesforce Consulting Partners like Appdraft exist. Here are just a few examples of the complexities that you'll need to tackle; whether or not you're into DIY!
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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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Brief explainer of the options available in Salesforce for integrating email
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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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Should you be worried about robots stealing your job? 'Robots' are an emotive epithet; is this just a continuation of a theme of efficiency driven by technology?
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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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87% of respondents in a recent D&B / CICM survey believe automation will improve the efficiency of their team in the next three years; but most have made little progress towards their digital transformation goals.
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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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This paper is intended to set out how organisations can (and are) leveraging Low Code development on Platform as a Service (‘PaaS’) infrastructure to help expedite their digital transformation by delivering connected, intelligent business applications in a secure environment.
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Discover expert insights on Salesforce implementation and best practices.
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Discover expert insights on Salesforce implementation and best practices.
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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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