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Automating Revenue Schedule Start Dates

Automating Revenue Schedule Start Dates

Last week, we covered some revenue scheduling basics, but simply turning on the functionality is just the beginning. We will be exploring revenue scheduling from an automation perspective. We will be using both process builder and flow builder to show you how to...
Revenue And Quantity Scheduling 101

Revenue And Quantity Scheduling 101

Despite being a one-stop-shop for many businesses as it is, Salesforce has several features that you can enable to provide additional value. These features are not required for all businesses, but they are free to activate. In this article, we will introduce one of...
Using Salesforce As A SaaS Company

Using Salesforce As A SaaS Company

Salesforce is consistently voted the world’s #1 CRM, but companies need to manage it properly to experience its full potential. And while every company has its own configuration, industries can benefit from certain universal best practices. Last week, we covered the...
Using Salesforce As A Retail Company

Using Salesforce As A Retail Company

As the world’s #1 CRM, Salesforce helps businesses streamline their operations every day. However, it has many different uses and requires proper management to get the most out of its features. Over time, we at Ntegro have noticed that certain industries are able to...
Using Salesforce As A Startup Company

Using Salesforce As A Startup Company

Consistently voted the world’s #1 CRM, Salesforce can benefit any business if managed properly. But with so many different products and features, it can be difficult to find that optimal configuration. Over the next few weeks, Ntegro will be investigating several...