Process automation is using technology (in this case, Salesforce) to perform a defined set of tasks in a particular order, based on criteria.
Resources
We believe the entire Salesforce community advances when we share openly and generously. These are some of our recent client success stories and thought leadership pieces.
Salesforce Implementations
What do dinner, process definition, and Salesforce have in common?
We often get asked how to prepare for a Salesforce project. One of the most critical preparation steps is defining key processes. But many of the...
Salesforce Implementations and Relaunches
A well-planned implementation with clear goals is the key to a successful Salesforce implementation or relaunch of an existing system.
The Critical Role of Executive Stakeholders and How their Support Drives CRM Success
An Executive Stakeholder with a strategic vision can lead data strategy initiatives that elevate teams to new levels of efficiency.
Breaking Down Data Silos at the Center for Strategic and International Studies
We worked with a leading nonprofit organization to break down data silos and ensure that CRM data was managed in a strategic way.