Gay Thorne Gay Thorne

Account Planning 101: A Simple Guide to Success

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.

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Cloud Giants Cloud Giants

Recent Salesforce Products & Acronyms Decoded

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.

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Cloud Giants Cloud Giants

Mastering Amendments in Salesforce CPQ

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.

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Kevin McCann Kevin McCann

Data Cloud: What? So What? Now What?

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.

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Brett Kinneman Brett Kinneman

From Merger to Migration: How to Succeed with Salesforce in M&A

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.

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Sydney Rushing Sydney Rushing

Mastering Partner Deal Registration in Experience Cloud: A Guide for Admins

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.

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