https://cxlabs.co/CX Labs turns data into action: Salesforce and CRM implementation, integration, automation, and reporting, with deep experience in risk and compliance.Hugoen-usTue, 21 Jul 2026 00:00:00 +0000https://cxlabs.co/reviews/ongoing-salesforce-support-and-guidance/Tue, 21 Jul 2026 00:00:00 +0000https://cxlabs.co/reviews/ongoing-salesforce-support-and-guidance/Throughout our engagement, CX Labs have consistently proven to be a reliable and supportive Salesforce partner. Their team is knowledgeable, responsive, and always willing to go the extra mile to help resolve…https://cxlabs.co/case-studies/relay-resources-implements-salesforce-revenue-cloud-advanced/Tue, 14 Jul 2026 10:37:18 +0000https://cxlabs.co/case-studies/relay-resources-implements-salesforce-revenue-cloud-advanced/Every quote had to satisfy customer contracts and federal rules, and then somebody keyed the order into NetSuite by hand. Revenue Cloud Advanced took over the configuration, pricing and approvals, and orders now create themselves.https://cxlabs.co/blog/the-future-of-salesforce-revenue-management/Fri, 19 Jun 2026 13:33:24 +0000https://cxlabs.co/blog/the-future-of-salesforce-revenue-management/Over the past year, Salesforce has made one thing abundantly clear: artificial intelligence is no longer an add on. It is becoming the centrepiece of the platform. From sales and service to marketing and revenue...https://cxlabs.co/blog/salesforce-cpq-time-to-move-on/Fri, 01 May 2026 09:41:03 +0000https://cxlabs.co/blog/salesforce-cpq-time-to-move-on/For many organisations, Salesforce CPQ has been a reliable engine for quoting. It has helped sales teams configure complex products, apply pricing rules, and generate accurate quotes at speed. But while CPQ continues to...https://cxlabs.co/case-studies/cx-labs-source-for-business-dec-2025/Wed, 22 Apr 2026 07:39:00 +0000https://cxlabs.co/case-studies/cx-labs-source-for-business-dec-2025/The payment provider was being switched off, and thousands of customers pay through it every month. We rebuilt the IVR and Agent Assist flows on Trust Payments and cut over in under 30 days, with PCI compliance intact.https://cxlabs.co/blog/your-clients-are-telling-you-what-to-sell-are-you-listening/Wed, 22 Apr 2026 07:21:57 +0000https://cxlabs.co/blog/your-clients-are-telling-you-what-to-sell-are-you-listening/Most construction companies are sitting on years of client, project, and scope data, yet still make growth decisions based on instinct. Leadership teams debate where to invest, which services to expand, and which...https://cxlabs.co/blog/the-real-cost-of-spreadsheet-driven-grant-management/Wed, 22 Apr 2026 07:21:48 +0000https://cxlabs.co/blog/the-real-cost-of-spreadsheet-driven-grant-management/Grant management in many non-profits still runs on spreadsheets, shared drives, and long email threads. The visible pain is administrative. The real cost is strategic: lower win rates and weaker renewals.https://cxlabs.co/blog/the-hidden-cost-of-good-enough-estimating-spreadsheets/Wed, 22 Apr 2026 07:21:39 +0000https://cxlabs.co/blog/the-hidden-cost-of-good-enough-estimating-spreadsheets/Spreadsheets are the comfort food of estimating: familiar, fast, and quietly expensive. Over time “good enough” becomes margin erosion you can’t pinpoint and proposals you can’t defend once a project is underway.https://cxlabs.co/blog/donor-retention-is-an-operations-problem/Wed, 22 Apr 2026 07:21:18 +0000https://cxlabs.co/blog/donor-retention-is-an-operations-problem/Most non-profits talk about retention as if it’s a messaging issue. Better thank-you emails help, but they are not the main driver. Retention rises when stewardship becomes a repeatable operating discipline.https://cxlabs.co/reviews/responsive-salesforce-support/Fri, 10 Apr 2026 00:00:00 +0000https://cxlabs.co/reviews/responsive-salesforce-support/The CX Labs and team have been incredibly helpful throughout this Salesforce-related work. Their support, responsiveness, and depth of knowledge have made a significant difference in resolving issues quickly.…https://cxlabs.co/reviews/agentforce-training-and-enablement-google/Thu, 26 Feb 2026 00:00:00 +0000https://cxlabs.co/reviews/agentforce-training-and-enablement-google/Stephen at CX Labs has been an excellent trainer for our Agentforce programs. His sessions were engaging, knowledgeable, and delivered to perfection.https://cxlabs.co/case-studies/case-study-surestep-implements-dynamics-365-sales/Sat, 31 Jan 2026 06:46:17 +0000https://cxlabs.co/case-studies/case-study-surestep-implements-dynamics-365-sales/SureStep's One Microsoft programme needed CRM sitting alongside the rest of the stack. Dynamics 365 Sales became the system of record for accounts and opportunities, with years of pipeline history carried across intact and teams in North America, Europe and APAC finally working the same way.https://cxlabs.co/case-studies/surestep-implements-dynamics-365-customer-service/Sat, 31 Jan 2026 06:44:46 +0000https://cxlabs.co/case-studies/surestep-implements-dynamics-365-customer-service/Consulting support and SaaS support had never sat comfortably in the same system. Dynamics 365 Customer Service carries both, the case history came across with them, and regulated customers get the auditable handling their contracts ask for.https://cxlabs.co/reviews/payment-provider-transition/Tue, 06 Jan 2026 00:00:00 +0000https://cxlabs.co/reviews/payment-provider-transition/CX Labs provided exceptional support throughout the transition to a new PSP, ensuring a seamless and well-managed changeover for all customer payment processes. Their strong attention to detail, structured…https://cxlabs.co/apps/fieldcheck/Tue, 06 Jan 2026 00:00:00 +0000https://cxlabs.co/apps/fieldcheck/See how complete a Salesforce record is at a glance. FieldCheck turns a list of key fields into a visual checklist you can drop onto any standard or custom object.https://cxlabs.co/reviews/risk-and-compliance-surestep-google/Fri, 26 Dec 2025 00:00:00 +0000https://cxlabs.co/reviews/risk-and-compliance-surestep-google/CX Labs has been an incredible partner for SureStep. They helped us transform both our marketing and compliance operations with smart, scalable solutions.https://cxlabs.co/blog/my-key-takeaways-from-dreamforce/Wed, 10 Dec 2025 08:44:59 +0000https://cxlabs.co/blog/my-key-takeaways-from-dreamforce/Reflecting on another amazing Dreamforce conference and I thought I would share some of my key takeaways. It was full of big announcements, bold predictions, and more AI talk than ever. But underneath all the noise, a...https://cxlabs.co/reviews/industry-engineering-construction-real-estate-18-nov-2025/Tue, 18 Nov 2025 00:00:00 +0000https://cxlabs.co/reviews/industry-engineering-construction-real-estate-18-nov-2025/Working with CX Labs has been an exceptional experience from start to finish. Their team demonstrates a deep understanding of Salesforce best practices, clear communication, and a strong commitment to delivering high...https://cxlabs.co/apps/print-task-lists/Tue, 30 Sep 2025 09:22:36 +0000https://cxlabs.co/apps/print-task-lists/Print Task Lists makes it easy to take your Salesforce tasks offline. Choose your own filter criteria and instantly generate a printable task list. Whether you’re heading into a meeting, working in the field, or just...https://cxlabs.co/case-studies/transforming-client-support-with-salesforce-slack-integration/Tue, 23 Sep 2025 19:18:21 +0000https://cxlabs.co/case-studies/transforming-client-support-with-salesforce-slack-integration/Cases arrived by portal, by email and by phone, and nobody could see the whole picture of a client. Salesforce now pushes cases and opportunities into dedicated Slack channels, so support and sales are looking at the same thing.https://cxlabs.co/case-studies/empowering-surestep-with-a-scalable-lead-generation-solution/Mon, 22 Sep 2025 20:42:25 +0000https://cxlabs.co/case-studies/empowering-surestep-with-a-scalable-lead-generation-solution/SureStep's marketing team needed a developer every time they wanted a lead form. They now build campaigns themselves on Experience Cloud, more than 75 pieces of gated content run through it, and Slack tells sales when a lead lands.https://cxlabs.co/case-studies/surestep-enhances-soc-2-compliance-with-cx-labs-power-automate/Mon, 22 Sep 2025 20:38:54 +0000https://cxlabs.co/case-studies/surestep-enhances-soc-2-compliance-with-cx-labs-power-automate/Audit preparation takes 60% less time now that chasing evidence is nobody's job. Power Automate watches the SharePoint folders for SOC 2 documentation and warns the owner before a deadline rather than after it.https://cxlabs.co/case-studies/neil-kelly-transforms-project-and-financial-management/Sun, 21 Sep 2025 21:29:59 +0000https://cxlabs.co/case-studies/neil-kelly-transforms-project-and-financial-management/Neil Kelly's finance team was working from an Excel workbook that refreshed overnight over a VPN. Salesforce and Sage Intacct now talk to each other directly, so project managers watch job costs and margin as they move.https://cxlabs.co/case-studies/relay-resources-modernizes-with-salesforce-nonprofit-cloud/Sun, 21 Sep 2025 19:26:55 +0000https://cxlabs.co/case-studies/relay-resources-modernizes-with-salesforce-nonprofit-cloud/Years of NPSP customisation had left Relay Resources with an org few people could use and reporting that would not roll up. Moving to Nonprofit Cloud was a chance to rebuild the processes properly rather than port them across.https://cxlabs.co/reviews/industry-engineering-construction-real-estate/Thu, 08 May 2025 00:00:00 +0000https://cxlabs.co/reviews/industry-engineering-construction-real-estate/Stephen was amazing with our Calendly Implementation. He built the Flows to our specification, tested many scenarios, and made sure everything was working without issue. I would gladly work with Stephen again on our...https://cxlabs.co/reviews/salesforce-consulting-engagement/Wed, 30 Apr 2025 00:00:00 +0000https://cxlabs.co/reviews/salesforce-consulting-engagement/Stephen Wright was fantastic to work with! So helpful and knowledgable.https://cxlabs.co/reviews/industry-professional-services/Mon, 10 Feb 2025 00:00:00 +0000https://cxlabs.co/reviews/industry-professional-services/CX Labs was super helpful to getting Slack integrated with Salesforce. We wanted a few integrations to track when new Leads were coming in so our teams knew to engage with prospective customers and the interface to a...https://cxlabs.co/reviews/industry-consumer-goods-retail/Wed, 06 Nov 2024 00:00:00 +0000https://cxlabs.co/reviews/industry-consumer-goods-retail/I had the pleasure of working with Stephen and can confidently say that he is an exceptional professional in the field of Salesforce. His depth of knowledge and passion for the platform are evident in all his work. He...https://cxlabs.co/apps/case-milestone-display/Mon, 21 Oct 2024 00:00:00 +0000https://cxlabs.co/apps/case-milestone-display/Give your Experience Cloud and internal users the VIP treatment. Easily display Salesforce case milestone progress on case record pages, whether for your internal team or externally on your Experience Cloud support site...https://cxlabs.co/reviews/end-to-end-salesforce-implementation/Thu, 01 Aug 2024 00:00:00 +0000https://cxlabs.co/reviews/end-to-end-salesforce-implementation/CX Labs helped to transform our business with their well-executed Salesforce implementation. From initial consultations to final deployment, they demonstrated a thorough understanding of our needs and helped to…