https://cxlabs.co/tags/automation/CX Labs turns data into action: Salesforce and CRM implementation, integration, automation, and reporting, with deep experience in risk and compliance.Hugoen-usTue, 14 Jul 2026 10:37:18 +0000https://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/Relay Resources is an Oregon based nonprofit dedicated to creating meaningful employment opportunities for people with disabilities through commercial services including janitorial, document solutions, and facilities...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/Source for Business, a leading UK water retailer needed to move quickly from a legacy payment service that was being decommissioned. Each month, thousands of customers rely on it to make secure, straightforward...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/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-engineering-construction-real-estate/Tue, 23 Sep 2025 19:00:03 +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/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/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/Since 1947, Neil Kelly has been a pioneer in the design/build remodeling industry across the Northwest. Known for award winning designs, unparalleled craftsmanship, and a commitment to people and the planet, Neil Kelly...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/Relay Resources is a leading disability social enterprise nonprofit in the Pacific Northwest with a mission to transform workplaces and communities by championing disability inclusion. With nearly 900 employees across...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...