Blog

November 30, 2023

Streamlining Order Operations: OrderAI Revolution

In the complex ecosystem of IT value-added reselling, order processing can be a minefield of manual efforts and inefficiencies. ResellerOS OrderAI…

November 28, 2023

Deal Registration, Simplified: How ResellerOS Redefines Efficiency with DealRegAI

For IT resellers, deal registration is a tangled web of complexity. With the necessity to navigate hundreds of vendor portals and manage numerous forms…

November 16, 2023

Navigating Vendor Complexity with Ease: How ResellerOS Makes Multivendor Management a Breeze

In the world of IT reselling, managing multiple vendor relationships can often feel like navigating a complex maze without a map. From varied pricing…

November 14, 2023

The Hidden Costs of Manual Deal Registration and How to Overcome Them

Manual deal registration can feel like navigating a labyrinth fraught with twists, turns, and the occasional dead end. The traditional process is…

November 9, 2023

CPQ: The Ultimate Guide to Configure, Price, and Quote Solutions

Welcome to the ultimate guide to CPQ solutions! In this comprehensive guide on Configure, Price, and Quote (CPQ) solutions, we’ll dive deep into the world…

November 7, 2023

The Future of CPQ Is Here: Accelerate Sales with ResellerOS

Welcome to ResellerOS, your trusted partner in revolutionizing Revenue Operations with our Ultimate User-Friendly CPQ Tool Suite. In this comprehensive…

November 1, 2023

Top CPQ Vendors for Enterprise-Level Businesses

In the fast-paced world of enterprise-level businesses, every second counts. Streamlining your sales process with a powerful CPQ (Configure, Price, Quote)…

November 10, 2022

Developing an Exit Strategy When Faced with Admin Turnover

When your Salesforce Admin leaves, it can feel like the sky is falling. But don’t panic! There are things you can do to lessen the impact of their…

October 27, 2022

The CXO’s Guide to Salesforce API Integration

Have you ever taken a journey that felt more complicated than it needed to be?

October 25, 2022

4 Things to Do with Your Salesforce Customer Data

In John Krakauer’s book Into the Wild, he recounts the true story of Chris McCandless, a college student-turned-nomad who abandons civilized life to live…

October 20, 2022

The 1-2-3 Guide to Resource Capacity Planning with Salesforce

Studies show that 67% of business project failures result from insufficient and undervalued project management and planning. As inflation and rising…

October 18, 2022

4 Trends that Predict the Future of CRM

Commerce is virtually as old as time, but the last few decades, in particular, have seen a dramatic increase in the speed at which business evolves. The…

October 13, 2022

How to Determine the Value of Your Ad Inventory

Car dealerships do lot checks to calculate the value of their car inventory, and banks do audits to calculate the value of their cash inventory, but how…

October 11, 2022

The Complete Guide to Salesforce App Building

When you hear “app building,” what’s the first image that comes to mind? Caffeine-fueled programmers working around the clock to pump out tens of…

October 6, 2022

4 SFDC Integration Best Practices You Need to Know

In 2017, enterprises used an average of just 16 software-as-a-service (SaaS) applications. By 2021, that number had swelled to 110. While microservices…

October 4, 2022

When Do You Need to Create a New Org in Salesforce?

Salesforce wields a lot of power in organizations because it’s instrumental in achieving strategic business goals. The ecosystem continues to evolve along…

September 29, 2022

Salesforce Advertising Studio: Powering Data-Driven Advertising

What do you think of when you read the word “whassup”?

September 27, 2022

The A-to-Z Guide to Salesforce Campaign Management

In early 2022, a Columbian teenager named Angel Alvarado broke the world record for the fastest time to solve three Rubik’s cubes while juggling them. The…

September 22, 2022

How to Perfect Your Change Management Process

The capacity to adapt to ongoing changes is a critical part of long-term business success. Whether it’s unanticipated economic disruption, the rise of new…

September 20, 2022

How to Maximize and Speed Up Salesforce User Adoption

The global market for customer relationship management (CRM) software is booming. From a total market value of $41.93 billion in Q1 of 2020, the market is…

September 15, 2022

Can Salesforce Media Cloud Be Your Revenue Generating Machine?

In 2002, watching a movie meant driving to a Blockbuster or Movie Gallery, renting a VHS or DVD, watching it on a CRT television set, then driving back to…

September 13, 2022

The Quick Guide to Integrating Vendor Fulfillment Systems with Salesforce

The customer experience doesn’t end with their purchase. Vendor fulfillment plays an essential role in the buyer journey too.

September 13, 2022

How to Determine the Value of Your Ad Inventory

In 2002, watching a movie meant driving to a Blockbuster or Movie Gallery, renting a VHS or DVD, watching it on a CRT television set, then driving back to…

September 8, 2022

How to Be Free of Salesforce Technical Debt

Salesforce is a leading CRM platform with over 150,000 customers. There’s a good chance that you’re already familiar with Salesforce’s suite of…

September 6, 2022

How to Optimize and Streamline Ad Operations with Salesforce

Ad operations have come a long way since the first advertising campaigns of the ancient world. The technologies, techniques, and trends may have changed…

September 1, 2022

The Ultimate Guide to System Governance with Salesforce

With the Great Resignation opening an IT labor shortage of nearly half a million jobs in the last two years, a performance gap is emerging between…

August 30, 2022

The Ideal Purchase Order Approval Workflow in Salesforce

With the advent of information technology, the idea of cybersecurity didn’t even exist. It wasn’t until the ’60s that Fernando Corbato first presented the…

August 25, 2022

How to Have a Single View of Ad Inventory Across Channels

The advertising world has been evolving for centuries, but the last few years have rapidly accelerated the ways businesses have adapted. COVID 19 upended…

August 23, 2022

Do You Need Salesforce Migration Services?

Although the invention of the printing press was one of the most influential developments in communication, it’s easy to take modern printing technology…

August 18, 2022

Salesforce Advertising Sales Management: The Definitive Guide

As advertisers are adding new channels and strategies to their playbooks, the pace of business has many organizations running at full speed just to keep…

August 16, 2022

The 1-2-3 Guide to Optimizing Sales Rep Productivity

Successful businesses know to re-evaluate all aspects of the company periodically to optimize employee workflow and the customers’ experience. Sale rep…

August 11, 2022

How to Develop an SFDC Strategy That Works for You

With a global market share of 19.5% – nearly four times the closest competitor – Salesforce.com (SFDC) dominates the customer relationship management…

August 9, 2022

How to Provide More Personalized Media Experiences to Customers

You’re at an event, and you see a friend on the other side of a crowded room—how do you get their attention?

August 4, 2022

Why You Should Be Building Low-Code Salesforce Apps

There’s a reason people drive cars instead of walking, type on computers instead of typewriters, and do math on calculators instead of pencil and paper.

August 2, 2022

5 Salesforce Data Migration Tools to Speed Up Your M&A

Mergers and acquisitions are an eventual part of business growth. Nevertheless, organizations manage their records and customer data according to methods…

July 28, 2022

Are You Making the Most of the Salesforce Marketing Cloud?

With 14.1% of global market share in cloud-based digital marketing platforms – beating nearest rival Abode by 2.1% total market share – Salesforce…

July 26, 2022

Perfecting Your Salesforce UX for Sales Reps and Agents

In 2009, an epidemic of Toyota drivers uncontrollably accelerating broke into the mainstream as a 911 call of a man who couldn’t slow down his car went…

July 21, 2022

4 Signs You Need to Revisit Your Revenue Forecasting Process

Rock Paper Scissors is famous for both its randomness and its deep strategy. While there is a winning strategy to this seemingly luck-based game, the…

July 19, 2022

How to Automate Ad Sales with Salesforce Media Cloud

Before the atomic clock, the quartz clock, or even the pendulum clock, the ancient Greek academic Ctesibius invented one of the first pieces of automation…

July 14, 2022

5 Ways to Ensure Your Sales Reps Register Leads with Vendors

Effectively managing sales reps has never been simply a matter of having sufficient knowledge and technical proficiency in your field. It also requires a…

July 12, 2022

5 Ways to Overcome Governor Limits in Salesforce

Software-as-a-Service (SaaS) providers face unique challenges in providing cloud-based storage and computational power on demand and functionally…

July 7, 2022

How to Forecast Your Media Ad Revenue with Salesforce

In the era of big data and data analytics, sales and revenue forecasting have lagged behind the pace of change. Nearly all sales executives – 93% – lack…

July 5, 2022

Four Effective Ways to Create Accurate Lead Data

More and more companies depend on reliable data to inform their decision-making. Using a customer relationship management (CRM) tool like Salesforce means…

June 30, 2022

The Definitive Guide to Salesforce Government Cloud

What is Salesforce Government Cloud—and do you need it? Salesforce Government Cloud is a secure and scalable platform designed to fit the mission and…

June 28, 2022

How to Develop a Foolproof Salesforce Org Strategy

Are you considering deploying Salesforce in your organization? What type of Salesforce org strategy you choose affects how your business uses Salesforce…

June 23, 2022

8 Tips to Supercharge Customer Acquisition with Salesforce

How can you supercharge your customer acquisition efforts? It’s essential that you continue to attract new customers to grow your business. When you want…

June 21, 2022

Salesforce Business Integration Roadmap (2026 Guide)

Investing in Salesforce is a transformative journey for any business; however, the course of that journey varies for every business. If you want to…

June 16, 2022

The A-to-Z Guide to Salesforce Reporting for Ad Sales

Without the right real-time data reports informing your decisions, sales teams and ad creatives struggle to understand whether their strategies are…

June 14, 2022

A 6-Point Checklist for Merging Organizations in Salesforce

Companies managing multiple Salesforce instances often need a single integrated view of process and customer data that cannot be stitched together across…

June 9, 2022

What Can Salesforce Products and Price Books Do for You?

Businesses that sell many products understand the value of using Salesforce products and price books. Are you using the features to the fullest extent?

June 7, 2022

The Ins and Outs of Data Governance in Salesforce

In the digital era, data has become a valuable asset. Not unlike a raw material resource, the data companies generate in the course of their operations…

June 2, 2022

DevOps for Business Apps: 4 Best Practices to Adopt Right Away

As of 2021, 83% of software development decision-makers were applying DevOps practices in their workflows to tighten delivery cycles, establish superior…

May 31, 2022

Salesforce Customer Data Management: The Complete Guide

Customer expectations are changing. An increasing majority – 72% – of customers demand personalization and a seamless digital experience. For businesses…

May 26, 2022

How to Drive Value to Customers with the Salesforce Experience Cloud

In the modern world of rich digital experiences, nearly all customers – 86% – will pay more for a higher quality experience. As customer experiences…

May 24, 2022

Salesforce Subscriber Lifecycle Management: The Definitive Guide

Subscriber services are on the rise. As a subscription provider, you will need effective tools and processes to compete with others in your industry…

May 19, 2022

The Only Guide to Salesforce Training You’ll Ever Need

It’s no secret that experienced Salesforce resources are scarce in the labor market. The rapid rise of the Salesforce ecosystem and its continued…

May 17, 2022

Vendor Management with Salesforce: All You Need to Know

Do you ever ask yourself, “How can I maximize efficiency with my vendors?” This is a hallmark question that great leaders in business ask. From a supplier…

April 25, 2022

8 Steps to Create a Unified Customer Journey Post Merger

When two companies merge, it’s more than just a financial transaction – it also means merging their customer bases. A poorly conceived merger can have a…

April 19, 2022

The 1-2-3 Guide to Price List Management with Salesforce

In 2021, global supply-chain disruptions combined with inflation rates not seen in more than 30 years to create a perfect storm of complexity for price…

April 14, 2022

12 Salesforce Change Management Best Practices to Implement Today

Salesforce reports that the average organization undertakes five major change initiatives in three years – that’s a lot of change to manage. For the…

April 12, 2022

How to Maximize Customer Lifetime Value with Salesforce

Put succinctly, business growth requires customers. Companies need to acquire them and, more importantly, retain them. So, how can Salesforce help…

April 7, 2022

The Quick and Easy Guide to Salesforce DevOps

In the last decade, DevOps practices have become the standard for high-quality continuous delivery of software in rapid development cycles. In 2021 83% of…

April 5, 2022

Leveraging Convergence to Boost Your Advertising Sales

Digital transformation and post-pandemic media trends pose a dilemma to marketers and advertising buyers. As predicted, U.S. media advertising buying…

March 31, 2022

4 Things to Do With Your Salesforce Customer Data

The total market value of marketing and advertising data in the United States has doubled – from $12.3 million in 2017 to $24.67 million in 2022 – in the…

March 29, 2022

How to Perfect Your Order Management Workflow

How efficient is your company’s order management workflow? No matter how good you think you are at order management, you can always get better. You can do…

March 24, 2022

What You Can and Can’t Do with Entitlement Management Through Salesforce

In 2021, more than 75% percent of business decision-makers reported that the Covid-19 pandemic has accelerated digital transformation in their companies…

March 22, 2022

Salesforce Kanban: How It Can Help You Maintain Control Over Anything

Controlling workflow processes makes or breaks project success. On average, organizations with workflows clearly defined by proven project management…

March 17, 2022

4 Benefits of Big Data Visualization for Government Contractors

Subjected to the right analytics, the vast amounts of data businesses create and store in the process of their operations can yield powerful predictive…

March 15, 2022

How to Write a Sales Rep Performance Improvement Plan (2026)

The performance of your sales professionals impacts your company’s bottom line. If you have a rep who is falling short of their sales goals, you may need…

March 3, 2022

Managing Media Insertion Orders

New technologies have dramatically changed the way publishers and advertisers do business over the last few decades. So much so that a marketer from 20…

March 1, 2022

Publisher’s Guide to Digital Media Sales

If you’re a publisher, how strong are your digital media sales? To increase your digital media sales, you need to understand why digital media is…

February 24, 2022

3 Ways to Optimize Ad Inventory for Sales

Following sharp declines during Covid restrictions in 2020, global advertising spending increased by 32% in the first half of 2021 and should remain above…

February 22, 2022

How To Solve Inefficiencies In Ecommerce Order Management

Does your online business suffer from inefficiencies in ecommerce order management? Such inefficiencies are not uncommon and typically result from a lack…

February 17, 2022

How to Improve Your Media Sales Strategy: 3 Best Practices Worth Considering

Over the last two decades, technology has radically altered the nature of media sales, moving content first from the printed page to the monitor and then…

February 16, 2022

How Digital Advertising Intelligence Can Boost Your Marketing Campaign

Can you afford not to use digital advertising intelligence? To remain competitive in today’s marketplace you need to know what your competitors are doing…

February 15, 2022

Building a Template for Your Media Sales Project Delivery

Organizations face significant challenges in aligning their sales teams with the teams that deliver media solutions for clients. You can tune these…

February 10, 2022

4 Salesforce Order Management Features to Use in 2022

Regardless of the size of your business, the case for implementing tools like Salesforce – and its Order Management system in particular – has probably…

February 9, 2022

How to Create a Grouped Table in Salesforce Einstein Discovery

What if you could predict outcomes of when and how your team will close sales opportunities? Salesforce offers an analytical tool that does just that…

February 3, 2022

How to Create Custom Record Types in Salesforce

Do you or your developers find it challenging to create custom record types in Salesforce? If so, you’ve come to the right place.

February 2, 2022

8 Salesforce Project Management Best Practices Teams Should Use

Do you want to improve your team’s Salesforce project management? Strong project management is essential to Salesforce success. You can improve your…

February 1, 2022

Salesforce Tutorial: Getting to Know Commerce Cloud’s Key Capabilities

Are you launching a new online store or upgrading your current ecommerce platform to one that will allow you to scale more quickly? This Salesforce…

January 27, 2022

How to Have Visibility Between Management and Manufacturing/Production

Do you find yourself wondering how to have visibility between management and manufacturing in your company? Being able to access and analyze up-to-date…

January 26, 2022

How to Leverage Salesforce CPQ and Billing for Order-to-Cash Efficiency

Does your business need a more efficient order-to-cash process? It’s possible when you leverage the power of Salesforce CPQ and Billing for OTC. Read on…

January 25, 2022

7 Tips to Create Better Contract Management Reports in Salesforce

When you create better reports in Salesforce, you improve your contract management strategies. So how do you build better reports? This article covers…

January 20, 2022

7 Salesforce Lead Management Best Practices

Establishing Salesforce lead management best practices within your organization will help your sales team convert potential customers into loyal…

January 19, 2022

Salesforce Leads vs. Contacts: What’s the Difference?

To put it simply, here’s the difference between Salesforce leads vs. contacts: A lead is the name of a person or company who may (or may not) be…

January 18, 2022

Salesforce Clouds Explained: All 15 Types (2026 Guide)

Don’t you know that there are 15 different types of clouds in Salesforce? Salesforce is more than just a single CRM tool; it’s a collection of tools and…

January 13, 2022

Improving Cross-Department Communication in Four Ways

There’s a new normal for companies with employees working from home, the office, or a hybrid of both. How’s communication faring? Is there a need for…

January 12, 2022

What Does a Salesforce Implementation Partner Do?

Salesforce offers numerous benefits for your organization, but implementing it can be a lot of work. Employing the services of a Salesforce implementation…

January 11, 2022

How Does Salesforce Help Finance Industry Services?

As Salesforce moves into more industry-specific offerings, financial firms discovered increasing benefits for moving their tech stack into the Salesforce…

January 6, 2022

How to Create a Trigger in Salesforce: 6 Steps

Salesforce triggers can help your database operate more effectively. However, if you don’t know how to create them, this step-by-step guide to creating…

January 5, 2022

A Beginner’s Complete Guide to Understanding Salesforce Sandbox Strategy

If you are the system administrator at your organization, you know that you need to test production and system codes. Understanding the types of…

December 23, 2021

How to Improve Customer Satisfaction and Retention

In this post, you’ll learn several ways to improve customer satisfaction and improve your retention rates.

December 22, 2021

How to Create a Salesforce Lead Management Process

Do you know how to create an effective Salesforce lead management process? Few businesses do. Studies show that 80% of marketers consider their lead…

December 21, 2021

6 Ways to Create Better Salesforce Reports

Do you want to learn to create better Salesforce reports? Even though businesses today collect a wealth of data, it’s difficult to make use of all that…

December 15, 2021

10 Ways to Improve Your Sales Performance

There is no magic bullet to improve your sales performance, but there are essential strategies for identifying more leads and closing more sales. We…

December 14, 2021

8 Key Sales Metrics: A Guide to Tracking Sales Performance

Tracking the performance of your sales team and individual salespeople tells you how effective your team is and helps identify your best performers…

December 9, 2021

How to Use Salesforce for Wealth Management

According to Deloitte Financial Services, analytics and big data are set to transform the wealth management industry. Savvy firms will leverage internal…

December 8, 2021

A Guide to Record Types in Salesforce: Should You Use Them?

Are you taking full advantage of Salesforce resources, such as record types? We’ll examine record types in Salesforce, namely, what they are, when to use…

December 7, 2021

Salesforce Leads vs. Opportunities: The Difference (2026)

In this post, you’ll learn the difference between Salesforce leads vs. opportunities.

December 2, 2021

How to Improve Customer Satisfaction and Retention

In this post, you’ll learn several ways to improve customer satisfaction and improve your retention rates.

December 1, 2021

10 Benefits of Business Intelligence in Manufacturing

In this post, you’ll learn why business intelligence is important in the manufacturing industry. According to an Accenture report, more than a third of…

November 30, 2021

Your Six-Step Salesforce Mobile Implementation Guide

When your sales team is continually on the go, how do they access all the essential Salesforce information they rely on? The answer is the Salesforce…

November 25, 2021

8 Metrics You Should Track to Measure Sales Productivity

In this post, you learn how best to measure sales productivity in your organization. Sales productivity is the rate at which sales reps achieve their…

November 24, 2021

What is Salesforce Einstein Discovery? (And How to Use It)

Salesforce Einstein Discovery is a business analytics tool that helps your business discover important patterns and make better predictions and strategic…

November 23, 2021

Your Complete Guide to Sales Productivity

Sales productivity is all about closing more deals per hour worked. How productive is your sales force – and how can you help increase their…

November 18, 2021

Top 5 Salesforce Territory Management Best Practices to Remember

No sales manager wants to tackle assigning territories to sales reps without the proper data and tools to make the process more efficient. You must get…

November 17, 2021

How Financial Advisors Can Shorten the Sales Cycle for New Clients

Financial advisors can shorten the sales cycle for new client acquisitions, and it isn’t as difficult as you may think. And it doesn’t mean you have to…

November 16, 2021

3 Phases To Proper Salesforce Lightning Experience Conversion

You’ve decided to switch from Salesforce Classic to Lightning Experience (LEX). You already analyzed the reasons for the change: improved user interface…

November 11, 2021

8 Tips: How to Use Salesforce Task Management to Improve Productivity

Salesforce task management is a practical way for reps to stay productive by easily viewing their daily tasks, ensuring your team remains on top of what…

November 10, 2021

How Can Salesforce Help a Small Business? 8 Essential Ways

You’ve probably heard about Salesforce, but you might think it’s for bigger businesses than yours. That isn’t the case; Salesforce can help even the…

November 9, 2021

How to Optimize Salesforce for Media Sales Reps: Top 7 Ways

So, you want to sell smarter and faster? You need a Salesforce for media sales reps solution that can grow ad revenue from anywhere.

November 4, 2021

Customer Satisfaction KPI: How to Calculate NSAT (2026)

How do you measure the success of your business?

November 3, 2021

7 Tips for Better Asset Management Using Salesforce

Salesforce asset management is a service that allows company representatives to track customer purchases relevant to their organization’s products and see…

November 2, 2021

Guide to Optimizing Salesforce Knowledge Management

According to a 2019 report by The Northridge Group, 68% of customers experience delays while waiting in line to talk to agents. 57% of the time, they have…

October 28, 2021

How to Use Salesforce Lightning – Harnessing the Power with 5 Examples

Businesses often ask how to use Salesforce Lightning. Before diving into different use case scenarios, Salesforce Lightning is the next-gen CRM platform…

October 27, 2021

7 Stages of the B2B Sales Cycle You Should Optimize

The sales process is continuously evolving. You need to fine-tune your B2B sales cycle if you want to keep up or gain an edge over the competition.

October 26, 2021

How to Improve Salesforce Adoption: 6 Tips

Salesforce is the breakthrough cloud-based, customer relationship management (CRM) software of our time. Companies reap a wide range of benefits from it…

October 21, 2021

Salesforce Inventory Management: What You Need to Know

The key to exponential growth isn’t always reinvention. For many companies, the search for inventory management is never-ending. This is especially true…

October 19, 2021

How Salesforce B2B Commerce Cloud Works: The Ultimate User’s Guide

If you’re looking for a program to help manage your large-scale business transactions, then the Salesforce B2B Commerce Cloud is just what you need.

October 14, 2021

How to Create Reports in Salesforce Lightning

Salesforce is the leading customer relationship management (CRM) platform today. When you create reports in Salesforce, you can gain valuable insights…

October 12, 2021

Salesforce Opportunity Stages: 4 Best Practices to Follow

The phenomenal rise of Salesforce is largely due to software as a service (SaaS) solution’s versatility. With this comes the need to adapt the solution…

October 7, 2021

5 Benefits of Using Salesforce for Contracts Management

Sales are the lifeblood of your business. The longer the sales cycle takes, the slower revenues are realized. Salesforce for contracts management can help…

October 5, 2021

8 Best Practices in Managing Sales Performance

Sales managers are uniquely positioned to influence and empower their sales reps. To implement the best practices in managing sales performance, you must…

September 30, 2021

3 Key Reasons Why You Should Use Business Intelligence in Your Organization

The only constant in today’s business environment is change – and you’ll need to make vital decisions that affect your company almost every day. Making…

September 28, 2021

What is Salesforce Managed Services?

Research shows that 60% of companies find it challenging to administer and maintain their Salesforce ecosystem. In order to address this issue, companies…

September 23, 2021

How Can Salesforce Help Media Companies? 5 Tools for Successful Implementation

Salesforce is a platform that organizations use to manage essential activities like customer service, sales, and data management.

September 21, 2021

How Can Salesforce Help Simplify Sales Operations?

Sales operations encompass several key roles within the sales organization, including strategy, data analysis, hiring and training, forecasting, territory…

September 16, 2021

How Data Visibility Helps Manufacturing Improve Efficiency

Data visibility helps manufacturers improve efficiency and reduce costs. When data is collected, organized, and analyzed, it provides knowledge on how to…

September 14, 2021

How to Enable Kanban View in Salesforce

Salesforce empowers sales organizations to optimize their pipelines by staying data-informed, accessing information in real time, and collaborating…

September 9, 2021

5 Necessary Customer Satisfaction KPIs to Track

Measuring customer satisfaction KPIs is more important than ever before. Customers today expect a personalized, often round-the-clock experience that…

September 7, 2021

How Can Salesforce Help Simplify Sales Operations?

Sales operations encompass several key roles within the sales organization, including strategy, data analysis, hiring and training, forecasting, territory…

August 24, 2021

How to Use Business Intelligence in Your Company (with Examples)

Business intelligence (BI) encompasses the technology tools and strategies that companies employ to gain data-driven, actionable insights. These insights…

August 19, 2021

4 Key Strategies to Shorten Your Sales Cycle

It’s not hard to see why companies find it difficult to shorten their sales cycle. On average, the B2B sales cycle length is more than 3 months (102 days…

August 17, 2021

6 Benefits of Strategic Collaboration for Manufacturing

Strategic alliances are a key part of business strategy for companies of all sizes and in every industry. Partnering with other companies, even (and…

August 10, 2021

3 Business Challenges Arising from Poor Governance and Ways to Mitigate Risks

Salesforce’s secret sauce has always been “clicks, not code” and the power the platform gives common administrators to do uncommon things, such as:

August 5, 2021

Optimizing the Vendor Deal Registration Process through Salesforce

Resellers face unique challenges because they don’t sell their own “stuff.”

August 3, 2021

What is the Difference between Salesforce Classic and Lightning?

Salesforce has been the top CRM system for B2B sales since the early 2000s, but the launch of Salesforce Lightning in 2016 took its capabilities to the…

July 29, 2021

Salesforce Government Contracting – How You Can Benefit

Business models for government contracting differ quite a bit from those for commercial businesses, mainly due to stricter regulations governing the…

July 27, 2021

Need Ideas in Salesforce Lightning? Here’s What You Can Do

Salesforce Ideas gives customers a vehicle for sharing their ideas with companies, which in turn helps companies decide which products, services, and new…

July 22, 2021

Sourcing Federal Business Opportunities – Salesforce For Government Contracting

Federal business opportunities exist for every kind of product or service you can think of, from paper clips to aircraft carriers and catering to…

July 22, 2021

A Guide to Salesforce DevOps

Salesforce is used by companies of all sizes to manage key activities like customer service, sales, and data management. The platform allows for high…

July 20, 2021

Offering a Compelling Video Streaming Experience in Experience Cloud

Did you know that users spend 88% more time on websites with video content and videos generate 1200% more shares than images and text combined? That…

July 14, 2021

Quoting and Opportunity Management for Value-Added Resellers

A value-added reseller (VAR) is a business that purchases an existing product manufactured by another company, combines it with additional services…

July 12, 2021

B2B Sales Cycle: Definition, Processes, and Strategies

B2B sales is short for business-to-business sales — when a company sells products or services to another company. It typically happens a few different…

June 29, 2021

Delivering Value to Your Stakeholders with the Salesforce Experience Cloud

The past year has seen an accelerated digitization of the world that has fundamentally shifted the way customers and partners interact with companies…

June 25, 2021

Quote-to-Cash Automation for Media and Telecom Companies: 6 Steps to Get Started

Quote-to-cash is the process that begins when a potential buyer requests a quote to buy your product or service, and ends with you receiving payment from…

June 24, 2021

Best Practices for Integrating an Acquisition into Salesforce and Merging Operations

Executing a merger or acquisition is a lot of work, especially when it comes to merging sales operations and customer data. No two companies do things the…

June 18, 2021

How Rainmaker’s Salesforce Government Contracting Framework Gives Federal Government Contractors an Advantage

Government contracting is a competitive and lucrative business. How lucrative?

June 15, 2021

Choosing a Salesforce Integration Consulting Company

Salesforce integration consulting helps businesses integrate their Salesforce CRM into the business’s business processes and performance culture, as well…

June 10, 2021

5 Salesforce Reporting Best Practices

When tracking your sales and marketing efforts, access to hard figures and real-time updates have a direct impact on performance. Without being overly…

June 8, 2021

Business Intelligence vs Business Analytics: What’s the Difference?

Virtually every business generates massive amounts of data each and every day. This data is typically used to help manage day-to-day operations and can be…

May 25, 2021

A Beginner’s Guide to Salesforce Territory Management

Many companies organize their salespeople into territories. A territory might be defined by geography, demographics, or some other criteria.

May 19, 2021

5 Reasons Why Salesforce is Better than Excel

Asking what the difference is between Salesforce and Excel may seem a bit trite now that everyone is in the cloud. Although Excel wasn’t built with the…

May 14, 2021

Your Comprehensive Guide to Salesforce Data Management

When it comes to making the best use of any CRM solution, data management is key. This is especially true with Salesforce, which offers a variety of tools…

May 6, 2021

How to Improve Your Quote to Cash Process & Maximize Efficiency

Successful businesses aren’t just good at making sales. They’re masters at closing them.

April 15, 2021

Three Steps to Seamless Salesforce Implementation

Salesforce implementation can almost certainly help your company improve efficiency somewhere, if not across the board. Salesforce is now used by…

April 14, 2021

Top 10 Powerful Salesforce User Tips

You’ve implemented Salesforce for your organization but your team might not be getting maximum use of this powerful tool. You can help your staff get more…

January 27, 2021

How To Improve Your Team’s Sales Productivity

If you manage a sales team, your top priorities include advancing deals that are nearing closing, following up with leads in a timely fashion, managing…

January 25, 2021

So You Need A Salesforce Consultant

Every business owner faces the same struggle: improving your bottom line by maximizing ROI without extravagant spending. Customers and clients are your…

November 23, 2020

Best Salesforce Apps for Free

With over 3,000 published apps, it’s a challenge trying to research the best Salesforce apps on the AppExchange. It’s easy to feel overwhelmed especially…

November 10, 2020

The Modern Sales Team – Five Essential Qualities for Success

We’ve written before about the way that CRM and digital marketing have changed sales. Customers increasingly find businesses through online channels…

October 23, 2020

Project Management Implementation With Salesforce

Sales and marketing teams look to the Salesforce platform for project management implementation. With so many moving pieces in their quest to grow and…

October 22, 2020

Salesforce Best Practices For Governance Strategy

With over 18 years of experience in the platform, our team has helped clients again and again pinpoint the lack of one of the most important Salesforce…

August 27, 2020

Managed Services From Rainmaker

Maximize Your Salesforce Value With Managed Services From Rainmaker Fill out the contact form at the bottom of this page to learn more about Rainmaker…

August 13, 2020

SAM Gov Opportunity Finder

Streamline Your Government Contract Business Pipeline With SAM Gov Opportunity Finder From Rainmaker Fill out the contact form at the bottom of this page…

June 18, 2020

Webinar: Driving Sales Productivity in a Virtual World

Rainmaker Associates announces strategic partnership with Sojourn Solutions to Drive Data-Enabled Customer Centricity

April 20, 2020

Responding to Post-Pandemic Trends in Global Manufacturing Supply Chains

April 13, 2020

Announcing Our Sojourn Solutions Partnership

Rainmaker Associates announces strategic partnership with Sojourn Solutions to Drive Data-Enabled Customer Centricity

March 20, 2020

Avoiding Slow Moving Inventory

Minimizing SLOB can have significant benefits for a Manufacturing enterprise.

March 9, 2020

Salesforce Lightning vs Salesforce Classic: Is It Time to Transition?

The differences between Salesforce’s two user platforms — Salesforce Lightning vs Classic — are becoming more pronounced every day. Classic is the…

February 11, 2020

Bring Ideas Back to Salesforce Lightning with LEX Ideas

Here at Rainmaker, we’ve helped hundreds of clients to successfully transition from Salesforce Classic since the launch of Salesforce Lightning in 2015…

January 6, 2020

Why Companies Adopting Mobile CRM Do Better

In September 2019, Apple and Salesforce jointly announced what came as welcome news to the mobile CRM industry. Working in tandem, the two companies will…