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Explore insights, strategies, and stories that help you scale your business with clarity and confidence. From innovative Salesforce solutions to leadership tips, discover how to maximize potential with every read.
Account Teams vs. Territory Management
Many organizations need to manage complex Sales and Account Management assignments in Salesforce, but fail to choose the right solution for their situation.
This guide outlines the main options to consider and how to think about which makes the most sense for you.
Customer Health is a very popular part of any organization these days but a lot of companies struggle with how to get started, how to get buy-in, where to build it and how to maintain and evolve it.
This article outlines buy-build considerations, common mistakes, and how we’ve have success modeling this in Salesforce.
No software is ever going to meet all the needs of your business - you’ll need multiple tools. Integrating these disparate but still interrelated systems makes accessing data easier; it helps to streamline your processes and makes teams more efficient.
Paired with our "Optimizing U.S. Taxation Across Salesforce and NetSuite" webinar, Loveleen Kaur and Ean Lawrence have collaborated on an article that highlights our partnership with Avalara. Inside the blog, you'll find a practical pre-work checklist and real customer success stories to guide you in preparing for your next tax integration.
Watch the webinar recording using this link: https://lnkd.in/eDDAd6NS, and check out the blog below!
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More Great Content
If your AI Agent needs to be quality information and knowledge, what exactly does that mean and what are best practices I should adopt to empower my AI strategy?
Unpacking the need for structuring data in CRM and CPQ/RCA so organizations can elevate sales planning and capture whitespace
Whether you’ve just landed a new sales job, inherited a new account, or are looking to grow your existing client relationships, account planning is key to long-term success. A well-structured plan helps you understand your clients, identify opportunities, and align your efforts to drive revenue and build strong partnerships.
Salesforce has created a vast ecosystem, and as typically happens, names change and Three-Letter Acronyms (TLAs) seem to pop up every other day. This can be difficult to keep track of, but it’s important to do so - especially when you’re making decisions around which products are the right solution for your business.
Feeling like you can’t keep up? Don’t worry, we’ve gathered the most frequently talked about salesforce acronyms and products so you don’t have to! Here’s a curated list of common Salesforce acronyms, products, to help you navigate the Salesforce ecosystem with confidence, we’ve also included a few insights on navigating contracts.
Migrating to Salesforce Service Cloud? Don’t bring the junk drawer! Learn how to move only what you need, keep key historical cases, and avoid cluttering your new system. Read our guide to smart case migration strategies.
A key strategy for business growth is to expand your footprint with your existing customers. This article outlines best practices for using Salesforce CPQ Amendments to do just that.
Data Cloud! You've probably heard of it if you have recently spent time in or around the Salesforce ecosystem. What is it, why should you care, and how do you get started? So glad you asked, you’ve come to the right place! Check out the blog below to learn more.
Mergers and acquisitions (M&A) are inherently complex, bringing together different corporate cultures, business processes, and tech stacks. One of the most challenging aspects of any M&A is the integration of Salesforce instances.
For tips on doing this successfully, check out the flow blog below.
Partner Deal Registration is a powerful tool for fostering stronger partnerships, increasing pipeline visibility, and minimizing channel conflict. In this blog, we explore why deal registration is essential for partner-driven sales and how to implement it effectively within Salesforce Experience Cloud. From customizing record layouts to setting up security and file-sharing best practices, this guide walks you through the key steps to streamline your partner sales process. Whether you're looking to improve collaboration or reduce friction in your channel strategy, these insights will help you build a scalable and efficient partner ecosystem.
Revenue Cloud works very differently than CPQ, so what should customers be expecting in the new RCA world when it comes to calculating ARR and MRR?
Too often, companies buy enterprise software in isolation, reacting to deals and pressure rather than following a strategic roadmap. The result? A bloated tech stack, redundant tools, and wasted spend.
Before you buy new software, ask:
✅ Are we solving a real business problem—or just adding complexity?
✅ Could we achieve this with existing tools and better configuration?
✅ Have we evaluated the total cost of ownership beyond the discount?
It’s easier than ever to buy software—but harder than ever to scale it down. Before saying yes, make sure the best answer isn’t not yet.
Customer Health is a very popular part of any organization these days but a lot of companies struggle with how to get started, how to get buy-in, where to build it and how to maintain and evolve it.
This article outlines buy-build considerations, common mistakes, and how we’ve have success modeling this in Salesforce.
Data Cloud is powerful, but that doesn’t mean it’s the right tool for every job. If you’re doing a one-time Salesforce data migration, here’s why Data Cloud might add more headaches than help—and what to use instead.
When businesses look to enhance their customer support operations, they often turn to Salesforce as their go-to platform. Salesforce offers both Service Cloud and Sales Cloud. Although both platforms can help you manage customer interactions, they are designed with different objectives in mind. Sales Cloud is primarily focused on managing the sales pipeline, while Service Cloud is specifically built to optimize customer service and support functions.
If you're following the latest developments in the world of Salesforce, you know that the blend of their CRM and Artificial Intelligence is extremely powerful. With all the potential for saving time, optimizing data management, and supercharging your CRM, security can quickly become a major concern. Amidst the buzz about AI models and new features, you might be wondering about the “Einstein Trust Layer.” What is it, and should you really trust it? Let’s unravel the Einstein Trust Layer and explore its key elements, so you can feel confident in your understanding of how your data is managed and secured.
With the introduction of Revenue Cloud, Salesforce has developed a more comprehensive solution for managing the entire revenue lifecycle, encompassing everything from quoting to contract fulfillment. As businesses explore this new offering, many are wondering how Revenue Cloud stacks up against the well-established Salesforce CPQ.
No software is ever going to meet all the needs of your business - you’ll need multiple tools. Integrating these disparate but still interrelated systems makes accessing data easier; it helps to streamline your processes and makes teams more efficient.
At Cloud Giants, we hold our Core Values sacred, especially “Have Fun.” It energizes our professional culture and shapes our interactions with clients and colleagues. As technical consultants, staying on top of topics like Artificial Intelligence and Salesforce isn’t just beneficial; it’s essential. With so much to know, especially as this relates to Salesforce, it’s important to find ways to make learning less daunting, and more dynamic. At the company level, we want to get everyone involved and create a way to let our coworkers showcase their creativity. So, how do we transform a steep learning curve into something enjoyable? We turned it into a competitive showdown with a twist!
Paired with our "Optimizing U.S. Taxation Across Salesforce and NetSuite" webinar, Loveleen Kaur and Ean Lawrence have collaborated on an article that highlights our partnership with Avalara. Inside the blog, you'll find a practical pre-work checklist and real customer success stories to guide you in preparing for your next tax integration.
Watch the webinar recording using this link: https://lnkd.in/eDDAd6NS, and check out the blog below!
As your organization expands its Salesforce ecosystem, you may encounter new Clouds that require additional expertise. One area in particular is Experience Cloud, which can feel overwhelming if you're just starting out. To help you get up to speed, our very own Reagan Cloninger has put together a comprehensive guide designed to simplify the learning process.
In this expert guide, Cloud Giants shares proven strategies to automate renewals, enhance forecast accuracy, and uplift pricing for B2B subscription businesses. Discover insights from over 100 successful CPQ projects!
Like you, we are Salesforce users and we love any feature that makes our lives just a bit easier, and our system a bit more usable. Keep reading to learn the top features we are excited about!
Dreamforce 2024 is over and as always there was a lot of information to absorb. To help you cut through the noise, we’ve compiled some of our favorite product announcements and top learnings.
Join an exclusive panel discussion on Optimizing U.S. Taxation Across Salesforce and NetSuite with subject matter experts from Cloud Giants, 360 Subscription Billing and Avalara.
A common business challenge is ensuring a smooth onboarding experience for new customers. Learn companies are using Experience Cloud to deliver best-in-class onboarding (that is also entirely self-service).
Dealing with integrations across multiple systems can be a major challenge for growing businesses. MuleSoft offers a smarter way to integrate your systems.
In the latest installment of his RevOps series, Josh Kambour (Cloud Giants VP of RevOps) shares the steps and prerequisites needed to determine if Guided Selling in Salesforce CPQ is right for your company.
We are thrilled to announce that Cloud Giants has entered into a strategic consulting partnership with Avalara, a leader in tax compliance automation.
Struggling with Salesforce usability issues? Whether you’ve just implemented Salesforce or have been using it for years, poor usability can greatly hinder your team's productivity.
Moving your Association Management System (AMS) to Salesforce Experience Cloud provides you with a chance to rethink and enhance your member experience.
In this playbook, Principal Consulting Manager Steve Pysnik’s shares insights, best practices and lessons learned…