Countdown to our next Salesforce.com Community Event!

Countdown to our next Salesforce.com Community Event!

It only seems like yesterday that we got together (virtually) for our September Cotswolds Salesforce Community event and with just two weeks until our next group meeting we are looking forward to seeing you all again. What can you expect? Join us from 6pm on Thursday 26th November 2020 and enjoy some great content including: How to approach reporting like never before with Evan Ponter […]

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Making the most out of your Sales Cloud Dashboard

Making the most out of your Sales Cloud Dashboard

A dashboard much like one you would see in a vehicle, is a reliable source of vital information, where everything from fuel levels to urgent maintenance can be seen at a glance; in business software a dashboard can have the same outcomes. The majority of people within sales roles often rely on a dashboard to help with their daily operations and depending on the size […]

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Salesforce Winter ’21 Release is LIVE

Salesforce Winter ’21 Release is LIVE

Despite how inconsistent 2020 has been, there has been one certainty that we’ve been able to rely on; and that’s the regular Salesforce releases. For us, it’s always an exciting time of year when new innovations are released into the Salesforce ecosystem providing the Ohana with lots of great new features and tools to play with.  The Winter ‘21 Release which was launched earlier this […]

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The Importance of Mental Health

The Importance of Mental Health

On Saturday 10th October 2020, the world came together to support World Mental Health Day; an initiative that encouraged people to discuss their mental health and promote positive wellbeing – At Coacto we’re big advocates on supporting the mental health of our team and feel it’s important to spread positivity when we can. With lockdowns and curfews all starting to become more normal, it’s important […]

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Differences between ERP & CRM Systems

Differences between ERP & CRM Systems

Choosing the right solutions, technology and tools is a critical part of your business’ operations. Where these form part of a digital transformation project they can enhance efficiency, improve customer relations, provide better service, increase sales and much more. With ERP and CRM both classed as effective solutions with potentially impressive ROI, which one does your business actually need? So, what is an ERP system?An […]

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