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Tag: automation

Go with the Flow – A Guide to Salesforce Flows

Go with the Flow – A Guide to Salesforce Flows

Salesforce has continued its investment in the development of Flows in recent years. Flows replaced Workflow Rules and are an intuitive, canvas-based method of designing automations. But what are the common use cases for Flows?  Record Triggered Flows The most common use-cases for Flows are to automate the updating or creation of records from a […]

Salesforce Showcase: Salesforce + Xero Integration

Salesforce Showcase: Salesforce + Xero Integration forecasts in salesforce

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! […]

The many reasons spreadsheets are not your friends

The many reasons spreadsheets are not your friends salesforce

People love spreadsheets. They’re a comforting way to push data around and track changes. BUT, there are many reasons why spreadsheets don’t work beyond the most basic of use cases. Here’s why we shouldn’t be afraid to shake off the limitations of spreadsheets and move towards a database structure.

87% of credit managers admit systems automation would increase efficiency

87% of credit managers admit systems automation would increase efficiency survey image

87% of respondents in a recent D&B / CICM survey believe automation will improve the efficiency of their team in the next three years; but most have made little progress towards their digital transformation goals. 

The Death of a Spreadsheet

The Death of a Spreadsheet

You wouldn’t use a calculator to do a job for a spreadsheet (or vice versa, assuming you have a calculator to hand). By extension, with the wealth of technology solutions available to business today, why do we continue to rely so heavily on spreadsheets?

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