Salesforce Flow Gets a Long-Overdue Upgrade: Send Emails with Attachments—No Workarounds Required
The Salesforce Spring ‘25 release introduces Send Email with Attachments in Flow Builder, enabling consultants and admins to automate file delivery seamlessly without relying on complex custom code.
Dynamic Revenue Orchestration: Tackling Complex Orders in Revenue Cloud+
With the introduction of Revenue Cloud + (previously known as Revenue Lifecycle Management or RLM), we are seeing tons of new features coming to the Salesforce ecosystem. One of the new features we think will make a huge impact is the Dynamic Revenue Orchestrator. Salesforce’s Dynamic Revenue Orchestrator (or DRO for short) is panning out […]
Behind the Booth: Meet the Lane Four Team at Agentforce World Tour Toronto
Get to know the Lane Four team heading to Agentforce World Tour Toronto, where we’ll be showcasing our expertise, sharing insights, and connecting with industry leaders to drive digital transformation forward.
Service Cloud Voice: Unifying Voice, Digital Channels, and CRM Data in Real-Time
With the digital capabilities of today, customers expect seamless, reliable support more than ever—whether they have a question, need help resolving an issue, or are following up on a previous case. To meet these expectations, businesses need more than just great service; they need the right tools to empower their sales and support teams to […]
4 Reasons Why Account Planning Should Be Data-Centric
Unlocking the full potential of account planning can be a challenge for sales leaders striving for sophistication and effectiveness. Could a data-centric approach hold the key to overcoming these hurdles? Here are our top four reasons why account-planning should be data-centric. 1. Your Other Sales Strategies Are Data-Centric You don’t want to let inbound or […]
Consulting Conversations: The Power of Effective Follow-Ups
Whether you are working in sales or part of a project delivery team, working with others requires effective communication. But you already knew that. The journey from initial contact to closing a deal or deploying a project, however, often involves having to follow-up with prospects, clients, or project stakeholders, and while follow-ups may seem like […]
Salesforce CPQ: Is it the right time and what does this mean for my business?
Salesforce CPQ is a powerful tool that can help businesses streamline their sales process and improve the accuracy and efficiency of their quoting system. Some may be surprised to learn that Salesforce CPQ isn’t just for large businesses with deep pockets. Despite the common misconception that Salesforce CPQ is only meant for large organizations and […]
June 2022’s Awesome Reads for RevOps
How could Zoom affect your sales team’s mindset? What’s the evolution of lead routing? Is there a right ops team structure? We’ve got this and more enticing reads with our June 2022 RevOps reading list!
Year in Review: RevOps Trends of 2021
Through all the uncertainty of the past year, one thing remained constant: the steady growth of Revenue Operations. Take a look back at the biggest RevOps trends of 2021.
