Problem:
There’s a lot to consider when preparing to connect an external/third-party system within Salesforce. The integration must not only meet current needs but also be future-proof and ready to...
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There’s a lot to consider when preparing to connect an external/third-party system within Salesforce. The integration must not only meet current needs but also be future-proof and ready to...
There’s no Salesforce cloud or add-on exclusively for project management. Whether businesses grow to need better task organization or require a ready-made framework that’s inherently absent,...
Automatic and manual Project alert notifications to: Task Owners, including communication and progress updates, on collaborative efforts; Resources of successor Tasks that prerequisites are...
Milestones PM+ is more than Salesforce project management – it’s resource management, too, and part of that is time tracking. Time Entry in Milestones PM+ allows Resources, who are either users or...
Revenue Cloud combines Salesforce CPQ and Billing to power sales and finance with integrated quoting, order management, and invoicing.
Revenue Cloud combines Salesforce CPQ and Billing to power sales and finance with integrated quoting, order management, and invoicing.
Launching a new product starts with an idea, then has to be vetted, developed, produced/distributed, marketed, and sold. This process requires company-wide collaboration and may also include...
When onboarding new customers, there are often several repetitive yet highly important tasks that have to be completed in order to ensure customer satisfaction. These steps may include:
Preparing for an event/tradeshow or other large marketing project requires marketing teams to meet deadlines, collaborate with stakeholders, and ensure that their team is well organized so...
In order to retain high quality new hires and accelerate the time it takes to have the new hire up and running, key steps must be completed in a timely manner. Some steps will apply to all...
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