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Salesforce’s native forecasting tool is a valuable feature that enables sales teams to predict future revenue and manage pipelines effectively. Although it is a fairly simple tool, it does not get used nearly as much as it should. Here, I’ll go through …
The Salesforce Summer ’24 release introduces several new features and enhancements that can significantly benefit companies using Salesforce.
About a year ago, Salesforce introduced a major new product in their lineup for the philanthropy market. Previously, nonprofits had been serviced through a separate group that had stewarded the community and developed NonProfit Starter Pack (eventually the …
OBJECTIVES Dupont Circle Solutions (DCS) was hired by a private equity backed SaaS company in the public affairs space to lead the systems integration plan through the acquisition of a competitor. Over a six month time period, DCS lead the strategic planning, …
As one of the solution architects at DCS, I do a ton of work with our customers on optimizing lead to cash processes. Salesforce has been slowly starting to sprinkle in new AI features to Sales Cloud, and I wanted to talk a few minutes about Einstein …
OBJECTIVES Dupont Circle Solutions (DCS) was hired by a 500+ employee Cyber Security SaaS company for a variety of Salesforce improvement projects, including supporting the integration strategy for an acquisition of an organization double their size. The …
OBJECTIVES Dupont Circle Solutions (DCS) collaborated with a 30+ year established organization with over ten figures in revenue. Following their acquisition by a private equity fund, the organization decided to implement new systems to support their next …
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