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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.

Salesforce Nonprofit
Blog

The Future of Salesforce Revenue Management

Everyone is asking how fast they can implement Agentforce. The organisations that will get real value from it are the ones investing first in the data foundations that let AI work, not the earliest adopters.

Salesforce Risk and Compliance
Blog

Salesforce CPQ: Time to Move On?

Salesforce CPQ still does its job, but it is a managed package sitting on top of the platform. Revenue Cloud is native, API-first and built for Agentforce, and the real question is whether staying put is holding the business back.

Salesforce Risk and Compliance
Blog

Your Clients Are Telling You What to Sell - Are you listening?

Construction firms hold years of client, project and scope data and still make growth decisions on instinct. The answers are already inside the business; the problem is fragmented systems and backward-looking reporting.

Salesforce Construction and Real Estate
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.

Salesforce Risk and Compliance
Blog

My Key Takeaways from Dreamforce

Dreamforce was louder than ever on AI. Underneath the noise, a few things stuck: agents are coming whether you are ready or not, getting your data in order is the preparation that matters, and the tools themselves are changing.

Salesforce Nonprofit
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.

Salesforce Nonprofit
Reviews

User Adoption Turnaround

Our internal customers went from Hating Salesforce to loving it as a tool thanks to our engagement with CX Labs LLC

Salesforce Nonprofit
Reviews

Industry: Nonprofit & Social Enterprises

CXLabs worked with our stakeholders to understand their business problems and needs. More importantly, Stephen has won even the most resistant users over to the platform.

Salesforce Nonprofit