Blog

Discover the latest in Salesforce, cloud technology, and solutions to the most commonly asked questions.

Summit Blog Creating a Sales Plan

Creating a Sales Plan

Creating a sales plan is a crucial aspect of achieving your revenue targets. To make ...
Summit Blog Salesforce Lightning Migration

Utilizing the Salesforce CRM

Salesforce, the industry leader in customer relationship management (CRM) systems, reports that 83% of sales ...
Summit Blog Salesforce High Velocity is Now Sales Engagement

Meeting buyer expectations more efficiently

In today's business landscape, companies are facing the challenge of maximizing efficiency while working with ...
Summit Blog Salesforce High Velocity is Now Sales Engagement

Leaning into Sales Operations as a Strategic Partner in Business Success

The role of sales operations is becoming increasingly vital to sales organizations. In 2020, 65% ...
Summit Blog Slack Process Automation Inside and Outside of Salesforce

New Integrations for Slack – Summer ’22 Release

When Salesforce acquired Slack in 2021, the SVP for Slack at Salesforce, Rob Seaman, stated ...
Summit Blog How Can Sales Operations Boost Sales Efficiency

How Can Sales Operations Boost Sales Efficiency

Salesforce is a powerful tool that can help sales teams streamline their tech stack and ...
Summit Blog Data Models that Work for Finance

Data Models that Work for Finance

Revenue reporting and accounts receivable management are crucial components of any finance operation, and they ...
Summit Blog Maximizing Impact The New Sales Mantra

Account Planning With Salesforce

Proper account planning ensures that sales teams maximize revenue opportunities, create team alignment, clarify sales ...
Summit Blog Salesforce My Domain Change Post-Deployment Checklist

Opportunity Collaboration in Salesforce

Opportunity teams in Salesforce are groups of users that work together on deals and can ...
Summit Blog Using Document Generation In Salesforce

Using Document Generation In Salesforce

There are quite a few cases for document generation in Salesforce. Quotes and contracts are ...
Summit Blog Salesforce for post-sale processes

After the Sale: Salesforce for Post-Sale Processes

Salesforce is for more than just your sales team. Many companies using Salesforce are unaware ...