Author Archives: Oz

Lead

Are Salesforce Leads the Scapegoat for your Poor Implementation or Process?

I’ve come across several LinkedIn posts from Salesforce competitors suggesting that Salesforce Leads are not fit for purpose. While being competitive and aggressive is fair game, spreading misinformation undermines fairness and doesn’t benefit anyone. Perhaps it’s not just about spreading … Read More

Understanding Salesforce Organisation Types and How to Log In

Salesforce, as one of the most robust customer relationship management (CRM) platforms, caters to a broad range of business needs with various organization types (often referred to as “orgs”). Each of these orgs is designed with a specific purpose in … Read More

Rebuilding Foundations

The Power of Data and AI for Any Scale: Salesforce Foundations Explained

Salesforce recently unveiled its Foundations upgrade, which brings enhanced capabilities across its Sales, Service, Marketing, Commerce, and Data Clouds at no additional cost to its Enterprise licensed users. The initiative stems from the success of Salesforce Starter and Pro Suite, … Read More

Choosing the Right Customer Service Channels

Choosing the Right Customer Service Channels IntroductionCustomer expectations are rapidly evolving, and delivering high-quality customer service is more important than ever. However, choosing the right customer service channels isn’t a one-size-fits-all decision. As businesses grow and diversify, they need to … Read More

The Hidden Costs of Scattered Customer Data and How to Overcome Them

In the evolving landscape of modern business, managing customer data efficiently has become a crucial challenge, especially as organisations scale. Scattered and disconnected data can lead to numerous problems that affect operational efficiency, customer satisfaction, and overall business performance. Understanding … Read More

Beyond CRM: How Salesforce Evolved into a Powerful Business Platform

If you’ve heard about Salesforce, you might be wondering, what exactly is it? Is it just another CRM (Customer Relationship Management) tool, an email marketing system, a big Excel sheet, or something more? The truth is, Salesforce has evolved significantly … Read More