Are you using Chat GPT in a business context? Ever thought about what happens to the information you feed it? If you’re feeding it customer data or sensitive business information, the answer might surprise you! To save you the trouble, we asked Chat GPT. Here is the response: Sharing data with ChatGPT risks exposure of […]
Category: Salesforce Sales Cloud
SFX: Seamless Integration for Salesforce + Xero
Discover how SFX transforms the way you manage financial data by connecting Salesforce with Xero! In this demo, we explore: Why you should integrate Salesforce with Xero SFX in Action A basic setup takes as little as 15 hours, making SFX a smart investment for any business! Unlock improved productivity, accuracy, and collaboration by integrating […]
Transform Customer Interactions with AgentForce
Discover how AgentForce by Salesforce is reshaping the way businesses engage with customers in our latest demo video. Using the fictional Coral Cloud Resorts as an example, we dive into the transformative power of generative AI and its seamless integration with Salesforce. Here’s a quick summary of what you’ll learn: From Chat to Generative AI […]
Streamlining Sales with Salesforce: The Ultimate Guide to Lead Management
Lead management is the backbone of any sales-driven business, and with Salesforce, you can transform the way your team handles inquiries. From automating lead capture to leveraging AI tools that predict conversion potential, Salesforce enables you to optimise every step of the process. Whether you’re managing a high volume of leads or honing in on top prospects, Salesforce’s robust features ensure your team works smarter, not harder.
What is a Salesforce Health Check and What Can It Do For Users?
A Salesforce Health Check is essential for businesses that have been using Salesforce but feel it’s no longer aligned with their evolving needs. Whether it’s restoring confidence in the platform, optimising efficiency with automation, or enhancing forecasting and reporting, a Health Check ensures your Salesforce instance adapts as your business grows. Discover how a thorough review of your system can reveal hidden inefficiencies and unlock the full potential of Salesforce to drive growth and improve user adoption.
Seamless Prospecting with Salesforce & LinkedIn
Tired of juggling LinkedIn and Salesforce like you’re trying to master a circus act? Don’t worry, we’ve got you covered! In this video, we’ll show you how to stop losing track of your leads and finally sync LinkedIn Sales Navigator with Salesforce. We’ll walk you through the best tools and tricks – from the pricey-but-sleek […]
Getting It Right First Time: The Value of Salesforce Consulting Partners
Based on several studies over the past 20 years, around 50-70% of CRM projects fail.
Getting it right isn’t easy; which is why Salesforce Consulting Partners like Appdraft exist. Here are just a few examples of the complexities that you’ll need to tackle; whether or not you’re into DIY!
An Exact Science: Forecasts in Salesforce
Sales Forecasts help businesses understand how they’re tracking against revenue expectations.
The Forecast and Quota tools in Salesforce Sales Cloud are some of the most under-used but effective tools in the Sales Cloud suite.
This article looks at Forecasts in detail, together with some recent advancements in the Salesforce Spring ’22 release.
Salesforce Showcase: Salesforce + Xero Integration
Xero is one of the most popular accounting apps for SME’s. Salesforce Sales Cloud is the world’s number one CRM. What happens when you combine the two? At the very least, you can expect the Sales teams to be able to focus their efforts more strategically on the right clients; but the sky’s the limit! […]
Email Integration in Salesforce
Brief explainer of the options available in Salesforce for integrating email