Is your business getting ready to implement, integrate, or enhance Salesforce? As one of the most powerful business solution CRMSs available, Salesforce is a good fit for almost any business. However, with so many customizations available, implementing or enhancing the platform on your own can be a daunting project. A Salesforce implementation consulting partner […]
Why Do You Need a Salesforce Partner? Read More »
Just like an office building needs an architect to design a blueprint that encompasses every aspect of that building, every company needs a business architect to ensure operations, systems, and technology all fit with the strategic vision of the company. Business Architecture is what an organization does and how they do it. It’s a business
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Are you thinking of hiring a business consultant but want to know what to expect before you start contacting consulting firms? You’re not alone. Many business owners are hesitant to work with a business consultant because they aren’t sure what exactly a consultant does. We’re here to help make it clearer, so you can make
What Does a Business Consultant Do? Read More »
You want to use data to make business decisions, but is the information you need organized, readily available, and usable? To make data-driven decisions, you need data that is secure, accurate, and accessible. The only way to achieve this is through data governance. A strong data governance framework gets your entire organization on the same
Data Governance: Why Is it Important? Read More »
Data is one of the biggest drivers for cloud businesses. You can collect and use data on almost anything to improve your business, from clients’ social media preferences to specific buying times for certain demographics. It’s important that your organization pivots to a cloud data architecture approach to get the most out of this nearly
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As one of the most popular and powerful customer relationship management (CRM) platforms, Salesforce, can help your business be more efficient and effective. One of the best ways to capitalize on the power of Salesforce is through its Tableau CRM, formally called Einstein Analytics, to process and analyze your data. The Salesforce Tableau analytics platform
How to Get the Most Out of Salesforce Tableau CRM Analytics Read More »
If you want your organization to thrive in the face of constant change, you need to invest in a solution that ensures your data is accurate and usable. And this is where data automation can help. What is Data Automation? Data automation is defined as the process of leveraging technology to upload, handle, and store
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Happy Thanksgiving from 5P! This month we have a couple of announcements about our membership on the North San Diego Business Chamber, exciting news about Mavenlink merging with Kimble, and our latest blog on Wrapping up the year and planning for 2022.
The Scoop on 5P – November 2021 Read More »
CRM tools are the backbone of today’s profit-driven businesses. These systems are designed to encompass all the information necessary to facilitate and maintain a positive relationship with both clients and prospects. Perhaps the biggest name in the realm of CRM solutions is Salesforce—the #1 CRM platform for growing businesses. Considered a “client success platform,” Salesforce’s
Salesforce Configuration vs. Customization Read More »
Celebrating one of our Channel Partner’s, Trevera, for receiving the Partner of the Year award at Netsuite SuiteWorld & National Women’s Small Business Month & recognizing one of our employees for leveling up to Salesforce Ranger!
The Scoop on 5P – October 2021 Read More »
