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Conga for Legal

Legal Operations’ Impact on Your Revenue Cycle

The modern role of legal operations is a critical strategic link in the sales cycle for revenue generation and growth. Legal ops goes beyond that of traditional legal departments to encompass a range of contributions, from financial management and strategic planning to technology implementation and data analytics. Legal ops can’t afford to get bogged down with manual tasks and inefficient processes. When you automate legal… Read More »Legal Operations’ Impact on Your Revenue Cycle

Salesforce Support for Predictive Lead Scoring using Einstein

Convert Leads Faster w/ Salesforce Einstein Lead Scoring

Leads have varying values, but until now there has been no reliable way to filter out unproductive leads efficiently. You’ve seen it thousands of times: Your sales reps sift through a sea of leads making decisions based on simplistic criteria like “this one is in my region,” or “that one is in our target industry,” or even “that company is big.” With Sales Cloud Einstein,… Read More »Convert Leads Faster w/ Salesforce Einstein Lead Scoring

Salesforce Update Fall 2022 - Winter 2023

Salesforce Release Fall 2022 / Winter 2023

The latest release works harder to help organizations augment volumes, reduce costs, and create efficiencies. These release notes offer brief, high-level descriptions of enhancements and new features. Included are setup information, tips to help get started, and best practices to ensure continued success. How to Get Ready for the New Salesforce Release Learn about new features and enhancements that affect your Salesforce experience overall. Reading… Read More »Salesforce Release Fall 2022 / Winter 2023

Optimize Salesforce with Conga

How to Optimize Salesforce with Conga

Conga Supercharges Salesforce The suite of Conga software products help organizations automate processes that include pipeline and contract management, invoicing and billings, and renewals. It simply makes for a faster, more productive Salesforce experience because it streamlines processes to make your CRM better and more effective. Conga’s products were built on Salesforce for Salesforce users. The interface is similar to Salesforce, which makes user adoption… Read More »How to Optimize Salesforce with Conga

Conga CLM Support

Avoid Paper-chasing & Save Time with Conga’s Contract Lifecycle Management (CLM)

Contracts are at the core of every segment of your business because they guide decisions and transactions. They contain more risk and reward than any other part of a business, so high-level contract management is your opportunity to negotiate better deals, avoid precarious clauses, and mitigate risk. Conga’s CLM Takes You to The Next Level Contract lifecycle management helps you throughout all stages of the… Read More »Avoid Paper-chasing & Save Time with Conga’s Contract Lifecycle Management (CLM)

Tour Salesforce Part 5

Tour of Salesforce (Part 5 of 5)

Goal: Optimize The Sales Cycle Constantly improve the sales process with data-driven decisions and add your insights into Salesforce to customize your sales cycle and boost your sales team’s productivity every step of the way. Salesforce ReportsScrutinize every step of your seales process, so you can act on insights. Salesforce Maps Territory PlanningQuickly adjust territories to optimize them for your business. Sales CadencesRecycle lessons learned… Read More »Tour of Salesforce (Part 5 of 5)

Salesforce Sales Cloud Einstein

Tour of Salesforce (Part 4 of 5)

Goal: Hit Your Targets Set expectations that inspire, and reach them more often. Salesforce turns leaders into sales force that crushes. HIT YOUR NUMBERS Sales leaders have a tough job. Make forecasts that are moon shots … then travel to the moon. Sales Cloud can get you there with data that you can see, explore, and trust. Use this data to build a team of… Read More »Tour of Salesforce (Part 4 of 5)

Salesforce Revenue Cloud

Tour of Salesforce (Part 3 of 5)

Goal: Close & Renew Deals Transform the buying experience by making it easier and faster to quote, close, bill, and renew. TIME TO CLOSE THE DEAL! You’ve put in a ton of hard work and the customer is ready to buy. Don’t leave Salesforce to mess with spreadsheets and drawing up a quote by hand. With Revenue Cloud, you can quote, bill, and renew on… Read More »Tour of Salesforce (Part 3 of 5)

Salesforce Sales Cloud Meetings

Tour of Salesforce (Part 2 of 5)

Goal: Send Quotes to Your Leads With the right support, Salesforce’s Sales Cloud turns haphazard methods for building long-term relationships into a repeatable science. You stay connected to the people and information you need to close sales. LET’S MAKE DEALS In every opportunity record, you can view details about each account and get guidance for winning deals, all in one place. Let’s take a look… Read More »Tour of Salesforce (Part 2 of 5)

Salesforce Tour 2022

Let’s Take a Tour of Salesforce (Part 1 of 5)

Goal: Fill Your Sales Pipeline Salesforce helps you focus attention on the best leads and take the right actions to cultivate those potential customers, so you can convert more leads. LEAD VIEWS Every lead coming into through your marketing channels has potential. Below is an example of a lead. Salesforce’s Sales Cloud makes it easy to sort and manage your leads from the moment they… Read More »Let’s Take a Tour of Salesforce (Part 1 of 5)