Post-Conference Action Plan: Turning Leads into Revenue

The excitement of attending a conference is undeniable. Between Inbound and SaaStr last week, and Dreamforce this week, it’s safe to say fall conference season is in full swing! It’s an opportunity to network, learn from industry experts, and showcase your product or professional services to a wide audience. But what happens after the conference […]

The Role of Customer Success in SaaS: Maximizing Retention and Expansion

In recent years, the SaaS industry has experienced exponential growth, empowering businesses to access powerful software solutions with ease. However, this fast-paced environment also presents its own set of challenges, with high competition and ever-evolving customer demands. Customer or Client Success–depending on whether you’re a product or professional services provider–has emerged as a fundamental strategy […]

Driving User Adoption: Key Strategies for SaaS Product Success

As the Software-as-a-Service (SaaS) industry continues to expand, user adoption has emerged as a critical factor determining the success of any SaaS product. The best technology and most innovative features won’t amount to much if users don’t embrace and actively use the product. So, how can SaaS companies ensure their offerings are adopted enthusiastically by […]

Elevating Flow Design: The Impact of Subflows in Salesforce

If you’ve ever found yourself facing the challenge of making minor updates to a flow, only to encounter a complex scenario like the one depicted below, then you’re well-acquainted with the struggles of maintaining these sprawling “mega-flows.” Even a seemingly straightforward task, such as modifying a field’s assigned value, can quickly devolve into a hair […]

Personas to Be Aware of When Building in a CRM

While some business practices may differ among companies, there are common user roles or personas involved in the majority of CRM implementations. These personas typically represent different user types or job functions within an organization. Why would it be important to know them, and why do they matter? To maximize the system’s potential, considering various […]

Uncovering 3 Hidden Salesforce Settings: A Helpful Guide for Developers

In today’s fast-paced business environment, Salesforce has established itself as a formidable CRM platform that enables businesses to simplify processes, cultivate customer connections, and achieve unmatched growth. Salesforce offers developers a wide range of options to fine-tune and customize the platform to ease their work flows. That being said, our Salesforce developers are constantly exploring […]