https://cxlabs.co/tags/salesforce/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/your-clients-are-telling-you-what-to-sell-are-you-listening/Wed, 22 Apr 2026 07:21:57 +0000https://cxlabs.co/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...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/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/reviews/industry-engineering-construction-real-estate-18-nov-2025/Wed, 03 Dec 2025 14:32:21 +0000https://cxlabs.co/reviews/industry-engineering-construction-real-estate-18-nov-2025/Working with CX Labs has been an exceptional experience from start to finish. Their team demonstrates a deep understanding of Salesforce best practices, clear communication, and a strong commitment to delivering high...https://cxlabs.co/apps/print-task-lists/Tue, 30 Sep 2025 09:22:36 +0000https://cxlabs.co/apps/print-task-lists/Print Task Lists makes it easy to take your Salesforce tasks offline. Choose your own filter criteria and instantly generate a printable task list. Whether you’re heading into a meeting, working in the field, or just...https://cxlabs.co/apps/case-milestone-display/Wed, 24 Sep 2025 10:36:29 +0000https://cxlabs.co/apps/case-milestone-display/Give your Experience Cloud and internal users the VIP treatment. Easily display Salesforce case milestone progress on case record pages, whether for your internal team or externally on your Experience Cloud support site...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-consumer-goods-retail/Tue, 23 Sep 2025 19:07:47 +0000https://cxlabs.co/reviews/industry-consumer-goods-retail/I had the pleasure of working with Stephen and can confidently say that he is an exceptional professional in the field of Salesforce. His depth of knowledge and passion for the platform are evident in all his work. He...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/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/pennon-water-services-streamlines-customer-payments-and-telephony/Sun, 21 Sep 2025 19:18:11 +0000https://cxlabs.co/case-studies/pennon-water-services-streamlines-customer-payments-and-telephony/Pennon Water Services Ltd, trading as Source for Business , is a leading water and wastewater retailer serving over 150,000 business customer accounts across the UK. As a joint venture between Pennon Group Plc and South...