Tag: DigitalTransformation

Comparison chart illustrating the differences between Salesforce Revenue Lifecycle Management (RLM) and Configure, Price, Quote (CPQ) for optimizing sales strategies.

Salesforce RLM vs CPQ: Understanding the Key Differences for Optimizing Your Sales Strategy

Salesforce offers powerful tools to streamline sales and revenue operations, with two solutions standing out: Revenue Lifecycle Management (RLM) and Configure, Price, Quote (CPQ). Each serves a distinct purpose, providing businesses unique functionalities for managing sales processes. However, choosing between these two can confuse organizations trying to optimize their sales strategy. So, let’s explore the […]

Salesforce Einstein Copilot helping professionals enhance customer relationship management with AI-driven insights.

How Salesforce Einstein Copilot Is Revolutionizing Customer Relationship Management

Nearly 65% of businesses believe AI will improve customer relationships. One way it’s already done so is by integrating with popular CRMs like Salesforce. The company’s Einstein Copilot leverages the latest in AI and machine learning to support stronger customer relationships. What Is Salesforce Einstein Copilot? Einstein Copilot is Salesforce’s AI-powered assistant. It uses advanced machine […]

Illustration of headless commerce architecture, with separate front-end and back-end systems working together for e-commerce

Headless Commerce: The Future of E-commerce

What is Headless Commerce?  Headless commerce gives you greater flexibility and control than standard e-commerce platforms. Though it requires greater skill and expense to implement, many retailers are making the switch.  Definition and Overview  Headless commerce separates the front end of your e-commerce application — what your customers see and experience — from the backend […]

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 showing a Salesforce consultant analyzing data and optimizing platform performance.

How Salesforce Consulting Services Can Improve Your Platform Performance

Salesforce is a top-notch Customer Relationship Management (CRM) tool that helps businesses manage records containing customer interactions and sales information. When optimally configured, the Salesforce platform is a well-equipped custom application that can handle contacts, leads, cases, and opportunities. Salesforce includes a wide range of unique features designed to automate marketing and sales activities, including […]

Illustration showing agile workflows, collaboration, and growth metrics with Salesforce integration.

Benefits of a Salesforce Agile Transformation

In 2006, Salesforce adopted the use of agile processes in the development of business software systems.  The result? Using an iterative, scrum-based approach, Salesforce has changed the way it builds and adapts systems. Today, the company has $21.25 billion in annual revenue and 150,000 customers.  Companies should consider using Salesforce’s approach to agile transformation in […]