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Revenue Management

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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

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...

Salesforce Risk and Compliance
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...

Salesforce Risk and Compliance
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...

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

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...

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