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 […]
Tag: salesforce
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.
The Importance of Diversity in Consultancy: Unleashing New Perspectives for IT Projects
Diversity in consultancy is more than just a buzzword, it’s a strategic advantage, particularly in the fast-paced world of IT projects. A diverse team brings a wide array of perspectives, fostering creativity, innovation, and better problem-solving. By drawing from varied backgrounds, experiences, and cultures, consultants can approach challenges with fresh ideas and develop solutions that are more inclusive and tailored to the needs of a global client base. In a competitive market, embracing diversity not only strengthens internal collaboration but also enhances client relationships, ensuring that solutions are relevant, effective, and impactful.
Sustainability in Consultancy: Guiding Change from Within
As sustainability becomes a key driver of business strategy, consulting firms are uniquely positioned to lead change; both by improving their internal practices and guiding clients towards greener solutions. From optimising remote work and travel policies to fostering a culture of sustainability and advocating through thought leadership, consultancies have powerful opportunities to make a difference. While SaaS and digital consultancies may have limited physical infrastructures to overhaul, their influence and strategic insight can drive meaningful, industry-wide change.
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 […]
From Poacher to Gamekeeper : Building a Career in Salesforce
Having just achieved my 10th Salesforce Certification, Application Architect, I wanted to share a little about why I chose Salesforce consulting as a career change and what I learned in the process. If you’re working in sales and thinking about a career change to Salesforce, I hope it helps and if you want any advice, feel free to DM me on LinkedIn!
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!