Welcome to our Insights Section

With this checklist, you will discover if your Salesforce system is truly doing what it should - helping your business grow and run smoothly. This guide will help you make your CRM (Customer Relationship Management) even better.

Facing the risk of falling behind in the fast-paced energy sector? Discover how Salesforce Revenue Lifecycle Management can keep you ahead with superior data management and streamlined project execution.

This guide details the migration from HubSpot CRM to Salesforce, involving stakeholders across multiple departments. It emphasizes collaboration and thorough planning to ensure a seamless transition. We will explore essential phases from discovery, which identifies key requirements and challenges, to execution and change management, aiming for a successful CRM upgrade.

This step-by-step guide is crafted for Salesforce CPQ users at the fictional Bikes Unlimited, demonstrating how to create dynamic Quote PDFs for a wide range of customized bicycles. Represented by Selina, the sales manager, and Dina, the developer, this guide aims to streamline the quoting process, ensuring that each quote is tailored to the customer's specific needs, from motor types to essential add-ons. By following these practical steps, users will enhance the customer experience through swift, accurate quotes while improving operational efficiency. Dive into the innovative world of Bikes Unlimited, where customer satisfaction is paramount. 2/2

In the dynamic world of CPQ systems, Salesforce CPQ shines as a top choice for managing the full revenue lifecycle. By adopting Salesforce CPQ, businesses can meet critical CPQ implementation needs while unlocking benefits tailored for contemporary sales environments. Here, we explore why Salesforce CPQ is the ideal tool, aligned with the ten key considerations for successful implementation.

In customer support and service, efficiency and clarity in case management are crucial. Salesforce is no exception to this rule. However, service teams across various industries face a common, yet significant challenge: accurately tracking and reporting the status duration of customer cases. This problem is particularly pronounced when cases undergo multiple status changes, such as being opened, closed, reopened, and closed again. Such complexities have long hindered the ability of service teams to precisely measure and report on the time spent resolving each case.

This step-by-step guide is crafted for Salesforce CPQ users at the fictional Bikes Unlimited, demonstrating how to create dynamic Quote PDFs for a wide range of customized bicycles. Represented by Selina, the sales manager, and Dina, the developer, this guide aims to streamline the quoting process, ensuring that each quote is tailored to the customer's specific needs, from motor types to essential add-ons. By following these practical steps, users will enhance the customer experience through swift, accurate quotes while improving operational efficiency. Dive into the innovative world of Bikes Unlimited, where customer satisfaction is paramount. 1/2

Implementing Salesforce within your organization can revolutionize how you manage customer relationships, drive sales, and ultimately, achieve business success. The journey to a successful Salesforce implementation, however, is filled with challenges that can hinder your progress. We'll explore the common pitfalls to avoid and provide practical advice for leaders looking to not only implement Salesforce but to also cultivate a culture of enthusiastic Salesforce users among their employees.

Welcome to the future of revenue growth! Salesforce Revenue Lifecycle Management (RLM) is here to transform your business. Part of the Salesforce Revenue Cloud, RLM simplifies your entire customer journey—from initial engagement to lasting loyalty—all in one platform.

In my search for the best sales tools, I compared Salesforce with other big names like Outreach.io and Salesloft. I found that Salesforce stands out because it helps us manage leads better, works well with other tools we use, and saves us money. I'm sharing my experiences to help anyone looking to improve their sales process. My journey shows why Salesforce became my favorite for boosting our sales team's performance.

DR SMILE is the German market leader in modern and innovative aligner therapy. As a proud member of the Straumann Group, the company offers numerous benefits to patients and partner practices, setting new standards in dental care. DR SMILE is dedicated to helping people achieve a radiant smile and gain new confidence.‍

maxmatch Personalberatung GmbH, located in Munich, is an executive search boutique focusing on recruitment consulting for finance and real estate roles in companies of all industries and sizes. maxmatch sees itself as a professional and humane partner at eye level and strives to become one of Germany's top five personnel consultancies for finance and real estate roles in the near future.

Energiepark Anlagenbau GmbH & Co. KG is a German company that specializes in the construction of large photovoltaic systems and handles all steps from planning to direct sales. In addition to building and selling PV systems and parks, the company offers attractive conditions for leasing large roof or open land areas. Additionally, Energiepark carries out roof renovations, which further increase the profitability of the projects.

PreOmics is a German biotechnology company specializing in sample preparation technologies for mass spectrometry-based proteomics. PreOmics contributes to advancing the field of proteomics and facilitating research in areas such as biomarker discovery, drug development, and understanding the molecular mechanisms of diseases.

Eigensonne is a slick and simple customer portal where offers and their ROIs can be reviewed, accepted and digitally signed. Halving the sales cycle and significantly improving conversion rates.

Jobrad is a digital platform to handle Jobrads leasing business end-to-end including portals for employers, employees and bike dealers with maximum automation.

Sovendus brings customers and online stores together – in a way that benefits everyone. Thanks to the network, the company's partner stores can reward their customers with vouchers and special offers for their purchases, thereby increasing their sales. And with great success, because the sales model is a real win-win situation for everyone.