At Coacto, we are always looking for tools that help us deliver efficient, scalable solutions for our customers. One standout app that has proven to be an absolute game-changer is Docs Made Easy by HIC Global Solutions. This free Salesforce app simplifies the process of automated document generation, helping businesses like ours streamline workflows and enhance productivity. Having worked extensively with it, I can confidently […]
We’re excited to announce that Claire Carter has joined Coacto as our new Business Operations Manager. With more than 18 years of experience supporting Directors and Senior Leaders across a wide range of industries, Claire brings a wealth of knowledge and expertise to our growing team. Throughout her career, Claire has worked in diverse sectors including Business Development, HR, IT, Marketing, Sales, Operations, and Finance. […]
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 […]
