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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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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Six Tips for ERP Implementation Success

Six Tips for ERP Implementation Success

We understand that launching a new ERP (or Enterprise Resource Planning) system successfully can seem like a daunting challenge.  With careful planning, launching an ERP system doesn’t have to be difficult. In our experience, we think these six top tips are crucial for a successful ERP go-live: Test, test and test again  Throughout the implementation process, you’ll need to conduct a series of tests including […]

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One week to go until our September Community Event!

One week to go until our September Community Event!

We can’t believe that there’s only one week to go until our September Cotswolds Salesforce Community event and it’s proving to be our biggest yet! With a plethora of interesting content and of course some fun along the way, here’s what you can expect at the event next Thursday: A jolly good welcome! Join us from 5pm for a quick catch up as we wait […]

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