Tag: BusinessAutomation

Illustration of Salesforce Advanced Approvals, showing automated approval processes, workflows, and business efficiency.

6 Advantages of Salesforce Advanced Approvals

Salesforce CPQ (Configure Price Quote) offers an exceptional tool that automates approval procedures known as Advanced Approvals (AA). AA is designed to cater to businesses with complex approval steps and multi-tiered hierarchical structures, enabling them to manage their approval flows more efficiently. Working with a consulting firm like Astreca to integrate Advanced Approvals into the […]

Comprehensive checklist for a successful Salesforce implementation process.

The Ultimate Salesforce Implementation Checklist

As an industry-leading customer relationship management (CRM) solution, Salesforce can help any organization achieve its business goals and stay ahead of the competition. Sales reps value Salesforce because it assists them in keeping track of their leads, managing their sales pipeline, and improving customer experiences. Marketing teams love this CRM because it enables them to […]

Illustration of the Lead to Cash process in CRM with stages like lead capture, qualification, sales, and invoicing.

How To Effectively Implement Lead to Cash in your CRM

Salesforce is a powerful tool, allowing you to engage with customers and manage all aspects of your business from one integrated platform. It’s also an ideal way to quickly convert leads to cash-paying customers with functions that accelerate quotes and allow for deals to be closed quickly.