August is coming to a close, the temperature seems stuck on ‘broil’, and the back-to-school slog is in full swing. Now seems like the perfect time to reflect on the summer Salesforce events we’ve...
SALESFORCE WORKFLOWS FOR BETTER DOCUMENT MANAGEMENT
Steward Butterfield, co-founder of Slack, said, “There’s a lot of automation that can happen that isn’t a replacement of humans but of mind-numbing behavior.” We often hear about automated processes...
6 THINGS YOUR SALESFORCE FILES ACTUALLY CAN DO
Salesforce Files are a powerful Salesforce feature that allows users to store, share, and manage documents and other files in their Salesforce org. Salesforce Files are different from Salesforce...
SALESFORCE DOCUMENT MANAGEMENT
When we think of a file storage system, many picture a large room full of file cabinets and stacks of papers in little manilla folders. And technically, this IS file storage. But a pretty useless...
COMPLIANCE REPORTING PRACTICES WITH SALESFORCE FILES
Compliance requirements are crucial in most industries to ensure our business doesn’t fall flat. From GDPR to HIPAA, every company has industry standards they need to adhere to, especially when...
HOW SALES LEADERS LEVERAGE FIRMWORKS FILES TO ORGANIZE AND REPORT ON CONTRACTS
Losing countless hours to a monotonous hunt for missing NDAs, MSAs, and various other contracts and documents is a frustration that many sales users understand all too well. Picture this; your...
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