When I first started migrating thousands of notes from Zoho into Salesforce Lightning, I thought it would be simple. I had a spreadsheet, I had Data Loader, and I figured it would be done before lunch. It wasn’t. Importing notes into Salesforce is trickier than almost any other kind of data. You’re not just moving text from one field to another. You’re dealing with Salesforce’s […]
At Coacto, we pride ourselves on designing solutions that make a real-world impact. One of our recent projects with Edco Latam Consulting exemplifies how tailored automation and smart integrations can streamline processes and transform engagement. Who is Edco Latam? Edco Latam operates in the education sector, acting as a bridge between students and universities across Latin America. Their mission is to support universities, colleges, and […]
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 […]
