Many small business owners assume Salesforce is only for big corporations with huge budgets and complex needs. And to be fair, that used to be true... but times have changed. Today, Salesforce is more accessible and flexible than ever. In fact, we’ve onboarded two customers who each run their business solo, and both are now successfully using Salesforce to manage and grow their operations. We set them up for just £500. This included: Creating custom fields to hold the inform

What’s the point of putting data into a CRM if it doesn’t tell you anything about your business? With Salesforce Reports and Dashboards, you can turn raw data into actionable insights. Instead of relying on gut feel or opinions, you’ll be able to understand your business through facts, empowering better decisions, sharper forecasting, and improved performance. Salesforce makes it easy to build reports and dashboards, but there are features many teams overlook. Here are a few

Salesforce comes with some fantastic out-of-the-box functionality, things you can start using immediately to see value. But beyond the basics, there are several powerful features that only take a couple of clicks to enable and can dramatically improve user experience and business performance. Here are the top Salesforce features we recommend turning on from day one: Einstein Activity Capture What it does: Einstein Activity Capture automatically logs emails and meetings from y

A CRM is the core of your business. Choosing the right one is one of the most important technology decisions you’ll make, because chances are you’ll be using it for the next five years or more. Industry research suggests the average CRM lifespan is between 5 - 7 years before companies consider replacement or significant reconfiguration. That means you need to get it right from the start. Here are the key factors to consider when selecting your new CRM: 1. Which Teams Will Be

A CRM sits at the heart of a business, it’s the engine running the car. Getting your CRM set up correctly is the very first step towards building a scalable, efficient operation. But it’s more than just software. A CRM is the system your team lives in every day: Sales, Marketing, Customer Service, Project Management, and beyond. When implemented well, platforms like Salesforce connect these functions, streamline processes, and create visibility across the business. So where d