Written By: Sarah Burt | Director of ConsultingVolunteers for Salesforce is a volunteer management solution...
RESOURCE CENTER
Browse resources on all things Salesforce and Consulting, ExecATS, Customer Stories and more!
How a Global Wealth Strategies Firm Went From 12 Months Wasted to Countless Time Saved with an Efficient CRM Engine
Written By: Blakely Knowles | Marketing ManagerWhen Tardus, a global wealth strategies firm based in Honolulu,...
A Beginner’s Guide: How to Automate the Salesforce Platform with Flow
Written By: Sarah Burt | Director of ConsultingSalesforce Flows are a powerful, all-inclusive automation tool that...
Harnessing Salesforce for Nonprofits: Empowering Organizations for Greater Impact
Written By: Amber Centeno | Senior Salesforce ConsultantNonprofit organizations face unique challenges to run a...
What to Expect from Your Salesforce Implementation
Written By: Sarah Burt | Director of ConsultingYou've chosen Salesforce; now what? Time to implement! A Salesforce...
How to Leverage Task Automation to Streamline Repetitive work
Written By: Sarah Burt | Director of ConsultingTask Automation is the concept of leveraging your CRM solution to...
How a NYC Staffing Firm Reduced Hours of Manual output to 15-minutes Weekly With ExecATS
Written By: Blakely Knowles | Marketing ManagerOutdated tech solutions can seriously impede a business’ day-to-day...
5 Tips for Using Salesforce as a Resume Parser
Written By: Joe Vance | Salesforce ArchitectOnce relegated to the domain of Recruitment Industry Applicant Tracking...
4 Benefits of Hiring a Salesforce Consultant
Written By: Sarah Burt | Director of ConsultingIf your team doesn’t have a Salesforce Administrator or someone...