CRM

There are two ways to get work done with software.  If you’re a knowledge worker, you open a browser, log in, navigate to the right screen, pull up the right record, and act. If you’re a builder, you’re deciding whether to keep building around that experience — or to skip it entirely.  As organizations increasingly […]

In a mature org with limited documentation and a major release on the horizon, there is often a gap between project documentation and what the metadata actually shows. Custom objects may or may not still serve their original purpose, automations may be layered on top of each other with no clear firing order, or integration

Get the Free Marketing Guide Your business started with a spark. Maybe it was a problem no one else was solving, a skill you’d spent years sharpening, or a vision you couldn’t shake. That origin — messy, real, and completely yours — is the foundation of a storytelling marketing strategy that can set you apart

Within your Salesforce org, keeping tabs on security can feel like a full-time job. So, to help you manage security more easily, we’re introducing Security Center Essentials, a foundational version of Security Center available to all Salesforce orgs. What is Security Center Essentials? Instead of clicking through individual settings and running manual audits, you now

Every year during peak season, Canada Goose’s contact center fills with transactional service inquiries. Not intent-rich conversations about craftsmanship or fit or which jacket is right for which season, but questions about order status and warranty information. Canada Goose’s contact center is designed around one core goal: delivering a premium, personalized experience that strengthens long-term

Try the Sales CRM for SMBs You’ve poured everything into building your business — your product is solid, your service is excellent, and your customers love what you do. But when it comes to filling your pipeline with new leads, the old playbook of “just run an ad” or “post more on social” isn’t cutting

Try the CRM for SMBs You started with a spreadsheet. Then you added an email tool, a project tracker, a billing app, and something just for scheduling. Each one made sense at the time. But somewhere along the way, you didn’t build a tech stack — you built a franken-stack: a collection of mismatched tools

Kogan.com is one of Australia’s largest pure-play online retailers, selling everything from televisions and appliances to mobile plans and insurance. The company’s model is built around competitive pricing and high volume, which means that when customers have questions, they arrive in the thousands. Most inquiries are predictable, such as “where’s my order?” (WISMO) or “how

Try the Marketing CRM for SMBs Being “social” used to mean showing up at events, handing out business cards, and hoping the right people called back. Now, it means running targeted ads on Instagram before your morning coffee, building look-alike audiences from your best customers, and activating artificial intelligence (AI) to write the copy while