What Do Salesforce Managed Services Include?
Implementing Salesforce is an important investment, but getting the system live is only the beginning. Once employees start using it every day, new requirements emerge. Teams need support, reports need refining, integrations need maintaining and existing processes may no longer reflect how the organisation operates. For charities, that could mean improving donor reporting or reducing […]
How Can Organisations Improve Salesforce User Adoption?
An organisation can invest significant time and money in Salesforce, complete the implementation and still find that employees are reluctant to use it. Sales teams may continue managing opportunities in spreadsheets. Fundraising teams might maintain separate supporter records. Managers may question the accuracy of dashboards, while employees complain that Salesforce takes longer than their previous […]
How Can Salesforce Be Used for Predictive Revenue Forecasting?
Salesforce can be used for predictive revenue forecasting by combining historical and current CRM data with CRM Analytics and predictive models to estimate future revenue outcomes, identify the factors influencing those outcomes and give sales, finance and leadership teams a forward-looking view of performance. This goes beyond adding up the value of open opportunities. At […]