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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.
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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.
Streamline your Salesforce CPQ renewals and unlock new revenue opportunities. 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…
For many companies, tracking and measuring Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) in Salesforce CPQ is a challenge.
Throughout our 75+ successful CPQ projects, we have been asked to deliver this solution time and time again. As a result, we are sharing our collective expertise in a guide
Dreamin' In Color is one of the Salesforce ecosystem’s most important and impactful conferences. The event, which is run by an incredible group of community leaders, supports the development and growth of Black, Latinx, and Hispanic Salesforce professionals and entrepreneurs
Choosing the right CPQ partner can be overwhelming. In this post, I’ll share why it makes sense not to go it alone and provide insight into identifying an ideal consulting partner.
A lot of companies find themselves needing to manage a complex Account Management scheme out of Salesforce. What’s the right solution: Account Teams or Enterprise Territory Management? I have solved this general design challenge in a number of different scenarios and situations for clients.
Have you ever wondered: Why am I paying for CPQ given the power of the Salesforce platform? Can I replicate CPQ functionality with flow or custom code? Would it work?
We recently were asked by a customer how to hire the right Salesforce Admin. Here are a few things to look for and a few to avoid.
Salesforce CPQ is a robust and dynamic platform that has a ton of helpful features that ensure your sales team is getting accurate deals out the door fast! While there is so much we could talk about, let’s focus on just a few.
You’ve made the important decisions that begin your CPQ Journey and are wondering what direction to go next. Here are a few ways to help your project team get to where you want to go.
A CPQ administrator is a very valuable resource. Discover what you should look for when hiring a CPQ Admin.
We’ve been talking a lot about CPQ. In May, we posted about common implementation pitfalls. Here are a couple more we’d like to add.
CPQ seems like the right tool for us but is now the right time? There is so much else that you could be doing. Let’s talk about how to decide what to do first.