Dreamin’ in Color: Learn to “Level Up!”
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
Salesforce CPQ: How to Find Your Ideal Consulting Partner
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.
Account Teams vs Enterprise Territory Management
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.
Can I Customize Sales Cloud Instead of Using CPQ?
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?
Hiring Your Next Salesforce Admin
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.
Celebrating National Women's Entrepreneurship Day
A conversation with 4 local woman entrepreneurs
Usability Features of CPQ - A Few Things We Love!
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.
CPQ Kickoff Planning
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.
What if I hire a CPQ Admin? What should I look for?
A CPQ administrator is a very valuable resource. Discover what you should look for when hiring a CPQ Admin.
Choosing the Right CPQ Partner
Choosing the right CPQ partner is important. Here are some critical questions to ask.