You might think your service business is doing fine without a CRM system. After all, sales are happening and things seem to be going smoothly. However, operating without a CRM has its disadvantages, many of which might be under your radar. Today, we’ll explore the potential pitfalls and why integrating a CRM into your service-based business is essential. Understanding CRM in a Service Business Customer […]
At Coacto, we’re always on the lookout for tools that can streamline our customers’ operations and enhance their marketing efforts. With our recent partnership with Beaufort 12, we’re excited to share our insights on the ‘Mailchimp for Salesforce‘ app, now the official Salesforce solution for Mailchimp, a powerful tool designed to bridge the gap between Salesforce and Mailchimp, delivering seamless integration and automation capabilities. Effortless […]
Within Coacto, a Salesforce consultancy, we’ve embarked on an extensive search for an intuitive yet cost-effective e-signature solution to cater to our moderate volume of document signings, encompassing contracts, statements of work, quotes for our clients, and occasional internal HR documents. Despite our diligence, many e-signature platforms we encountered either proved prohibitively expensive or were tailored for high-volume operations. For example, tools like Docusign are […]
Lightning App Builder: A Canvas for Creativity Salesforce, a powerful cloud-based customer relationship management (CRM) platform, is undoubtedly an essential tool for businesses worldwide. However, some users may find its default interface a bit dull and uninspiring. The good news is that there’s a hidden gem called Lightning App Builder, a Salesforce configuration tool that allows you to tailor your Salesforce pages to look however […]
Engaging Knowledge: February Community Group RecapThe Cotswolds Salesforce Community Group recently convened for the first meeting of 2024. Bringing together professionals in the Salesforce ecosystem, the event provided a platform for networking and knowledge sharing. There was a real community spirit among all attendees, physical and virtual thanks to a new technical set up. Engaging SessionsThe event boasted engaging sessions led by industry leaders and […]
