Tags
Filter automation
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.
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...
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...
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.
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.
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.
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.
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.
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.
CX Labs has been an incredible partner for SureStep. They helped us transform both our marketing and compliance operations with smart, scalable solutions.
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...
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.
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.
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.
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.
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.
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...
Stephen Wright was fantastic to work with! So helpful and knowledgable.
CX Labs was extremely helpful to understanding our requirements and building a solution that could scale with us. We needed a way to dynamically manage inbound leads without involving administrators to public…
Compliance checks used to mean paper forms, manual uploads, and office staff chasing them. Aquacare technicians now complete them on site in Joblogic, and asset schedules and reminders look after themselves.
No matching content found.
