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 Accelerate Revenue Operations | Salesforce Consulting | Cloud Giants
Expertise
Revenue Operations
Revenue Lifecycle Management
Customer and Partner Engagement
Services
Assessment & Strategy
Expert as a Service
Implementation
Solutions
ARR for CPQ
Insights
About Us
Core Values
Partners
Contact Us
Blog
Schedule Consultation
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Ask a CPQ Expert: What are some additional implementation pitfalls to consider?
Salesforce CPQ, Not Featured Steve Pysnik 8/27/20 Salesforce CPQ, Not Featured Steve Pysnik 8/27/20

Ask a CPQ Expert: What are some additional implementation pitfalls to consider?

We’ve been talking a lot about CPQ. In May, we posted about common implementation pitfalls. Here are a couple more we’d like to add.

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Salesforce Best Practices: Choosing Solutions from the AppExchange
Best Practices, Solutions Cloud Giants 6/11/20 Best Practices, Solutions Cloud Giants 6/11/20

Salesforce Best Practices: Choosing Solutions from the AppExchange

The Salesforce AppExchange has over 3,500 solutions available to choose from. So how do you get down to brass tax and decide on one?

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Team CG Slack Chat: What Clients Can Expect from a Great Consultant
Best Practices Cloud Giants 3/12/20 Best Practices Cloud Giants 3/12/20

Team CG Slack Chat: What Clients Can Expect from a Great Consultant

There’s nothing we love more than geeking out with others over CRM technology and how it can help people work smarter rather than harder. Read the latest CG Slack Chat to see what we’re discussing as a team.

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Our Top 5 Salesforce Resolutions to Rock the New Year
Best Practices, Salesforce Help, Salesforce Admin Cloud Giants 12/31/19 Best Practices, Salesforce Help, Salesforce Admin Cloud Giants 12/31/19

Our Top 5 Salesforce Resolutions to Rock the New Year

Our top five new year’s resolutions to benefit your investment in Salesforce and rock the new year.

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Salesforce Best Practices: State and Country Picklists
Best Practices Cloud Giants 8/23/19 Best Practices Cloud Giants 8/23/19

Salesforce Best Practices: State and Country Picklists

State and country picklists can be incredibly beneficial, but a savvy Salesforce admin knows there are multiple approaches to implementing them. Knowing which is best for your business can maximize your budget and streamline your process.

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Is a Salesforce Needs Analysis Right for You?
Strategy, Salesforce Admin Cloud Giants 8/1/19 Strategy, Salesforce Admin Cloud Giants 8/1/19

Is a Salesforce Needs Analysis Right for You?

Why commit to a major project until you have the ability to make an informed decision? If your system is causing pain, a needs analysis can be the right solution for determining the path forward.

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Salesforce Best Practices: System Documentation
Salesforce Admin Holly Cullen 6/6/19 Salesforce Admin Holly Cullen 6/6/19

Salesforce Best Practices: System Documentation

If you aren’t documenting your Salesforce processes and customizations, there’s no better time to start than now.

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Is it the Right Time for a Salesforce Needs Assessment?
Service, Salesforce Admin Cloud Giants 1/17/19 Service, Salesforce Admin Cloud Giants 1/17/19

Is it the Right Time for a Salesforce Needs Assessment?

A needs assessment can help you get the most out of your investment in Salesforce. Here are key times when one can add value to your organization.

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Salesforce Integrations: Key Questions to Answer
Salesforce Admin Cloud Giants 11/16/18 Salesforce Admin Cloud Giants 11/16/18

Salesforce Integrations: Key Questions to Answer

Integrating data between Salesforce and your other systems is a great way to help your team be more efficient, productive, and happy with their tools. Asking these key questions beforehand can help that integration succeed from the get go.

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Salesforce Report Clean Up: Where Do I Start?
Best Practices Alex Kenney 10/30/18 Best Practices Alex Kenney 10/30/18

Salesforce Report Clean Up: Where Do I Start?

Nearly every Salesforce customer uses the reporting feature extensively. But where do you start with Salesforce report clean up? And how do you keep reports and dashboards running optimally?

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