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Claire Carter Joins Coacto as Business Operations Manager

Claire Carter Joins Coacto as Business Operations Manager

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. […]

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Eight Drawbacks of Running a Business Without a CRM

Eight Drawbacks of Running a Business Without a CRM

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 […]

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Unlocking Seamless Email Marketing with Mailchimp for Salesforce: A Consultant’s Perspective

Unlocking Seamless Email Marketing with Mailchimp for Salesforce: A Consultant’s Perspective

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 […]

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Effortless Document Signing – Seamlessly Integrated with Salesforce

Effortless Document Signing – Seamlessly Integrated with Salesforce

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 […]

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Unleashing Creativity with Salesforce’s Lightning App Builder: Transforming the Look and Feel of Your Org

Unleashing Creativity with Salesforce’s Lightning App Builder: Transforming the Look and Feel of Your Org

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 […]

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