blog
all our blog articles available for reading at your leisure.
Salesforce Sandboxes Types
A Sandbox is a replica of your production organization created to perform activities such as testing and training without affecting the main production organization.
Quick dive into Salesforce Dashboards and Reports
Once your data is imported into Salesforce, it’s time to put the platform’s powerful suite of reporting tools to work!
Import Data Into Salesforce
Think of data as the foundation of your company. As such, it’s important to make sure the tools you utilize to support your business operations can rely on an accurate, tidy, and up-to-date database.
There are several different ways to import data into Salesforce. Depending on how you have set up your org and what your want your data to feed, there will be a solution that suits your needs.
A note for Matariki 2022
A note for Matariki 2022 from our Operations and Marketing Manager Serena Cappellini
Salesforce Sales Cloud Overview
We wrote it on our sales fundamentals for small businesses article, and we write it again. Yes, we are quoting ourselves: if there were no sales, there wouldn’t be any customers.
We are here to tell you that we have the means to keep everything tidy and accessible, to help and empower your salespeople to have the best customer interactions possible, every time.
Dynamic Interactions
Dynamic Interactions are a new way to enable several components on the same Salesforce app page to interact with each other - previously, there was no easy way to make them talk to each other.
Dynamic Interactions start with developers who build the interactive components snd end with Admins, who dictate when components will react to different actions. All in the App Builder interface.
sales fundamentals for small businesses
If there were no sales, there wouldn’t be any customers. And if there are no customers, there is no business to be made. While you may not have salespeople to handle your sales function, sales is possibly the single most important thing to sustain your business, not to mention growing it over the long term.
a conversation with Kate Standen
We sit down with our founder and leader Kate Standen and have an open and honest conversation about various topics that are close to our heart, 𝗔𝗼 𝗧𝗮𝗹𝗸𝘀. We discuss Māori heritage, sustainability, company culture, mental health, and much more.
measuring customer satisfaction
A Comprehensive guide on CX (Customer Experience), customer satisfaction, and how to measure it successfully.
Salesforce Marketing Cloud overview
Salesforce Marketing Cloud - a feature-rich marketing automation platform that helps you succeed with customer engagement and personalised experience.