CRM

You Can’t Do This with Spreadsheets (Part 2)

Thanks to advancements in technology, small- and mid-size businesses confidently compete with larger corporations today—punching above their weight class. Tools like chatbots, AI, machine learning, and more have helped level the playing field. However, in addition to these new-age technologies, many still rely on legacy spreadsheets. More than 750 million people worldwide use spreadsheets to present business info. But at some […]

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Getting Started with Slack to Unite Your Teams

In 2021, Salesforce acquired Slack for just under $28 billion. Since that time, everyone has been waiting for big things to happen. Many of these expectations have come to fruition as Slack, GoldFinch ERP, and Salesforce have become a united front for marketing, sales, and service. There were already many companies using Salesforce and Slack separately.

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Expanding Your Salesforce Platform

These days, it is essential for the success of your business to have great CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems in place. Your CRM system centralizes your important customer info, organizes it, and keeps it where anyone in your corporation who needs it can access it easily. This means it is much easier for you

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