Salesforce | Cargas

WBENC Elevates Administrative Efficiency with Integrated Accounting and CRM Software Solution

CASE STUDY Women’s Business Enterprise National Council The Women’s Business Enterprise National Council (WBENC) is a national non-profit organization that—through education and other opportunities—promotes and supports female entrepreneurship. Founded in 1997, WBENC developed a nationwide standard for women-owned business certification and is the largest third-party certifier in the United States. In [...]

Rebecca Easton2024-09-12T13:26:24-04:00September 12th, 2024|CRM, ERP, Sage Intacct, Salesforce, Success Stories|

Webinar | Serving up Smiles: Maximizing Customer Care with Your CRM

Webinar | Serving Up Smiles: Maximizing Customer Care with Your CRM If you’re using a CRM, you have the power to sate your customers’ appetites for exceptional care without losing hours of work each week. The key? Automation that keeps you top-of-mind and builds rapport. This video will help you create a [...]

kweeber2025-01-09T21:44:21-05:00August 30th, 2024|CRM, HubSpot, Microsoft Dynamics 365 CRM, Salesforce, Webinars|

What is CRM Software?

ARTICLE | 5 MIN READ What Is CRM Software? Learn about Customer Relationship Management software and its role in your business. The acronym “CRM” stands for Customer Relationship Management, which is software built to manage sales, marketing, and customer service processes, including [...]

cargas-admin2024-05-16T10:48:28-04:00May 15th, 2024|CRM, Featured Software Basics, HubSpot, Microsoft Dynamics 365 CRM, Salesforce, Software Basics|

CRM Integrations for Sage Intacct

ARTICLE | 5 MIN READ CRM Integrations for Sage Intacct Why your accounting team will benefit from integrated accounting and sales and marketing software. Sage Intacct is designed with integration in mind. It’s best-in-class software, after all, and it thrives when paired [...]

Rebecca Easton2024-04-30T16:18:03-04:00April 15th, 2024|Accounting, CRM, Sage Intacct, Salesforce|

Microsoft Dynamics CRM vs. Salesforce Comparison

COMPARISON | 4 MIN READ Microsoft Dynamics CRM vs. Salesforce Comparison Let's break down the key differences between Microsoft Dynamics CRM and Salesforce. TABLE OF CONTENTS Choosing between Microsoft Dynamics CRM and Salesforce can feel [...]

cargas-admin2025-04-11T14:02:30-04:00April 3rd, 2024|Comparison, CRM, Microsoft Dynamics 365 CRM, Salesforce|

Fig Industries Elevate Efficiency and Client Experience with Salesforce and Cargas

CASE STUDY Fig Industries Fig Industries is a marketing and design firm that helps businesses and non-profit organizations develop their brands and reach their target audiences. One of the most significant projects the woman-owned B Corporation manages is Fig, a magazine that celebrates and supports the small business and non-profit community [...]

Rebecca Easton2024-08-19T12:15:18-04:00January 18th, 2024|CRM, Professional Services, Salesforce, Success Stories|

MANTEC Improves Data Integrity and Accessibility with Sage Intacct and Salesforce

CASE STUDY MANTEC MANTEC, a private 501(c)(3) non-profit organization, serves as a resource center for manufacturers in South Central, PA. The organization provides education, training, and guidance on sales and marketing, process improvement, technology, and workforce engagement to help manufacturers remain competitive in regional, national, and global markets. [...]

Rebecca Easton2024-08-19T12:18:25-04:00July 12th, 2023|CRM, ERP, Nonprofit, Professional Services, Sage Intacct, Salesforce, Success Stories|

Salesforce Sales Cloud vs Salesforce Marketing Cloud

Salesforce Sales Cloud vs Salesforce Marketing Cloud Sales Automation vs. Marketing Automation Salesforce Sales Cloud and Salesforce Marketing Cloud exist to establish and maintain relationships between a company and its customers. While these popular Salesforce CRM solutions do share some features, Sales Cloud and Marketing Cloud serve distinct purposes for different [...]

Rebecca Easton2025-02-12T15:34:02-05:00June 16th, 2023|Comparison, CRM, Salesforce|

Hubspot vs Pardot: Marketing Software Comparison

HubSpot vs. Salesforce Marketing Cloud Account Engagement (Pardot) Marketing CRM vs. Marketing Automation HubSpot Marketing Hub and Pardot (Salesforce Marketing Cloud Account Engagement) are powerful marketing automation solutions with different deployments, industry specializations, and features. Discover which is a better fit for your business. [...]

Rebecca Easton2024-09-27T16:35:15-04:00May 10th, 2023|Comparison, HubSpot, Salesforce|

The Benefits of a CRM for Distribution Companies

ARTICLE | 6 MIN READ The Benefits of a CRM for Distribution Companies Learn how a Customer Relationship Management (CRM) solution can improve your distribution efforts. Distribution companies rely on powerful software to keep operations running smoothly. While your business might already [...]

Rebecca Easton2024-08-19T13:16:37-04:00April 26th, 2023|CRM, Distribution, HubSpot, Manufacturing, Microsoft Dynamics 365 CRM, Salesforce|

The Best CRM for Outlook

ARTICLE | 5 MIN READ The Best CRM for Outlook Evaluate some of the best CRMs that integrate with Microsoft Outlook. Communication tools like Microsoft Outlook play a vital role in daily responsibilities, so many businesses want to integrate their email inboxes [...]

Rebecca Easton2023-04-10T12:45:47-04:00April 10th, 2023|CRM, HubSpot, Microsoft Dynamics 365 CRM, Salesforce|

The Benefits of Integrating HubSpot with Salesforce CRM

ARTICLE | 5 MIN READ The Benefits of Integrating HubSpot with Salesforce CRM Learn why HubSpot is a popular marketing automation tool for Salesforce CRM users. If you want to bolster your Salesforce CRM's capabilities, marketing automation software offers powerful tools to expand your efforts [...]

Rebecca Easton2023-09-13T13:20:01-04:00April 7th, 2023|CRM, HubSpot, Salesforce|

The Benefits of Marketing Automation

ARTICLE | 5 MIN READ The Benefits of Marketing Automation Learn about the benefits of marketing automation from industry leaders and success stories. Marketing automation is a widely available category of business software that manages leads and campaigns across multiple channels. Companies [...]

Rebecca Easton2023-06-13T12:54:29-04:00March 23rd, 2023|CRM, Microsoft Dynamics 365 CRM, Salesforce, Software Basics|

The Top 6 Salesforce Email Marketing Automation Tools

ARTICLE | 5 MIN READ The Top 6 Salesforce Email Marketing Automation Tools Find the best-fit marketing automation tool for your business. TABLE OF CONTENTS Why Choose Marketing Automation Tools with Salesforce? The Salesforce CRM platform performs best [...]

Rebecca Easton2024-04-17T15:34:14-04:00February 24th, 2023|CRM, HubSpot, Salesforce, Software Basics|

CRM vs Marketing Automation

COMPARISON | 5 MIN READ CRM vs Marketing Automation Will one solution be enough, or should you combine them? It’s easy to confuse the functionality of CRM and marketing automation software. Let’s define each, explore their benefits, and decide which solution is [...]

Rebecca Easton2023-03-24T09:33:20-04:00February 21st, 2023|CRM, HubSpot, Microsoft Dynamics 365 CRM, Salesforce|

Salesforce vs. SugarCRM Comparison

Salesforce Sales Cloud vs. Sugar Sell Large-Scale Flexibility vs. Small-Business Support Salesforce Sales Cloud and Sugar Sell are leading CRM solutions with overlapping features and functions. While these solutions may share capabilities, they have slightly different focus areas, and their developers take different approaches to software design. This means one solution [...]

Rebecca Easton2024-09-27T15:16:40-04:00December 6th, 2022|Comparison, CRM, Salesforce|

CFAR Gains Visibility and Support with Salesforce and Sage Intacct

CASE STUDY The Center for Applied Research, Inc. Since 1987, the Center for Applied Research (CFAR) has helped clients transform company strategies, governance, succession planning, culture, and more with custom-built plans. While CFAR’s clients are primarily in the healthcare, higher education, and non-profit industries, their combined coaching and consulting work applies [...]

Rebecca Easton2024-08-19T12:20:24-04:00October 20th, 2022|CRM, ERP, Professional Services, Sage Intacct, Salesforce, Success Stories|

The Best Salesforce Sales Cloud Review: Everything You Need to Know

The Best Salesforce Sales Cloud Review: Everything You Need to Know Our Salesforce Sales Cloud Review highlights the pros and cons of the software so you can easily determine if it’s a fit for your company. Get everything you need to know before purchasing new accounting software for your business. [...]

Rebecca Easton2024-09-27T15:23:10-04:00August 25th, 2022|CRM, Reviews, Salesforce|

Holiday Outdoor Decor Migrates Data and Boosts Productivity with Cargas

CASE STUDY Holiday Outdoor Decor Holiday Outdoor Decor is a leading supplier of commercial seasonal decorations, banners, flags, LED lighting, and more. The company is an integration of five of the most experienced businesses in the holiday decorating industry, offering clients a full spectrum of services, including complimentary consultations, professional installation [...]

Rebecca Easton2023-02-06T10:15:39-05:00August 9th, 2022|CRM, Salesforce, Success Stories|

Salesforce for the Manufacturing Industry

ARTICLE | 5 MIN READ Salesforce for the Manufacturing Industry How the world's #1 CRM can transform your manufacturing business. Why Are Manufacturers Using CRM Systems? In the wake of the COVID-19 pandemic, supply chain disruption, and other global events, manufacturers have [...]

Rebecca Easton2024-08-19T13:20:37-04:00June 28th, 2022|CRM, Distribution, Manufacturing, Salesforce, Software Basics|

The Best CRM Software for Manufacturing

ARTICLE | 5 MIN READ The Best CRM Software for Manufacturing Learn how a CRM system can help your manufacturing company grow. Some CRM systems offer specialized features for industries such as manufacturing. If you’re in the market for a new customer [...]

Rebecca Easton2024-08-19T13:23:54-04:00May 19th, 2022|CRM, Distribution, Manufacturing, Microsoft Dynamics 365 CRM, Salesforce|

The Benefits of Salesforce Managed Services

ARTICLE | 5 MIN READ The Benefits of Salesforce Managed Services These services will keep your software running smoothly for years to come. Your Salesforce CRM is up and running, so what’s next? As your company grows and changes, your software should [...]

Rebecca Easton2023-11-08T15:57:44-05:00February 28th, 2022|CRM, Salesforce|

Salesforce Sales Cloud vs Salesforce Service Cloud

COMPARISON | 5 MIN READ Salesforce Sales Cloud vs Salesforce Service Cloud How do you choose between two solutions from the top CRM platform in the world? Salesforce Sales Cloud and Salesforce Service Cloud are two sides of the same coin. As [...]

Rebecca Easton2023-02-02T14:06:51-05:00February 18th, 2022|CRM, Salesforce|

Salesforce Sales Cloud Edition Comparison

COMPARISON | 5 MIN READ Salesforce Sales Cloud Edition Comparison Learn the differences between all four editions of Salesforce Sales Cloud. Finding the best-fit software for your business is about more than picking the right software provider. Many solutions, like Salesforce Sales [...]

Rebecca Easton2023-01-24T12:29:13-05:00February 18th, 2022|CRM, Salesforce|

Why Salesforce? 6 Reasons Companies Choose Salesforce

CRM | 4 MIN READ Why Salesforce? 6 Reasons Companies Choose Salesforce What makes Salesforce the top CRM platform in the world? With more than 150,000 companies using its software, it’s clear why Salesforce is the #1 CRM platform in the world. [...]

Rebecca Easton2023-02-03T17:21:19-05:00January 31st, 2022|CRM, Salesforce|