https://cxlabs.co/industries/risk-and-compliance/CX Labs turns data into action: Salesforce and CRM implementation, integration, automation, and reporting, with deep experience in risk and compliance.Hugoen-usFri, 19 Jun 2026 13:33:24 +0000https://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/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/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 delivers secure and reliable solutions for global financial services and enterprise customers. As a fast growing boutique risk and compliance consultancy, SureStep depends on strong sales execution, accurate...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/SureStep delivers secure and reliable solutions for global financial services and enterprise customers. As their services business expanded and their SaaS platform matured, SureStep required a scalable and auditable...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/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/SureStep delivers technology solutions and support across multiple industries. With a growing client base, the company manages support requests and sales opportunities through Salesforce. To better serve clients and...https://cxlabs.co/reviews/industry-professional-services/Tue, 23 Sep 2025 19:03:36 +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/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 is a global leader in Governance, Risk, and Compliance (GRC) Design and strategy consulting, with offices in Canada, the United States, Singapore, and Hong Kong. The firm specializes in delivering integrated...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/SureStep delivers secure and reliable solutions for its customers. To maintain trust and meet SOC 2 standards, SureStep must collect and validate evidence across multiple teams on an ongoing basis. Ensuring this...https://cxlabs.co/case-studies/aquacare-streamlines-compliance-with-joblogic/Sun, 21 Sep 2025 09:13:38 +0000https://cxlabs.co/case-studies/aquacare-streamlines-compliance-with-joblogic/Aquacare is a leading water management specialist based in the South West, delivering a full range of water hygiene services — from legionella risk assessments and tank cleaning to TMV servicing, training, and...