Professional service automation (PSA) products can elevate the Salesforce user experience in several significant ways. Businesses in the professional services vertical often have multiple moving parts, both within a single project as well as across an entire program portfolio....

Merging multiple Salesforce environments is a complex procedure. The process can prove particularly complicated when combining legacy Salesforce systems with histories spanning several years. Some Salesforce CRMs could hold 10+ years' worth of records, installed packages, integrated marketing automation...

Tracking and managing the sales pipeline can play a crucial role in the success of any organization. However, in today’s fluctuating economy, consistently evaluating several key (and rapidly changing) factors can provide the mission-critical insight that sales leaders need...