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Using Weaver For Easy Document Creation

Using Weaver For Easy Document Creation

For any business, creating client-facing documents can be a long, tedious, and repetitive process. Because documents such as invoices, proposals, or quotes all contain specific client-related information, they are manually compiled to avoid errors. At Ntegro, our...
Automating Renewal Opportunity Creation

Automating Renewal Opportunity Creation

Within Salesforce, there are many different processes that you can automate to save time and manpower. In an earlier article, we covered how to automatically set revenue schedule start dates to correspond to opportunity close dates. However, automation like this...
Growth In The Time Of Coronavirus

Growth In The Time Of Coronavirus

Earlier this month, the WHO officially declared the coronavirus (or COVID-19) a pandemic. All around the globe, people are practicing “social distancing,” isolating themselves within the safety of their homes to prevent the virus from spreading. Non-essential...