Sage Copilot and AI in Action | Office Hours
What Is Salesforce?
SALESFORCE | 7 MIN READ What Is Salesforce? A complete guide to Salesforce CRM TABLE OF CONTENTS Salesforce is customer relationship management (CRM) software designed for sales, marketing, and service teams to manage increasing workloads with less stress. [...]
Salesforce Review: The Pros and Cons
REVIEW | 5 MIN READ Salesforce Review: The Pros and Cons A closer look at the CRM giant’s strengths and weaknesses TABLE OF CONTENTS Salesforce is the world’s #1 customer relationship management (CRM) solution, but is it the right [...]
Salesforce Implementation Guide
IMPLEMENTATION | 6 MIN READ Salesforce Implementation Guide What can you expect from your implementation of Salesforce? TABLE OF CONTENTS Salesforce is the #1 CRM platform in the world and is used by more than 150,000 companies [...]
HubSpot vs. Pardot Comparison
COMPARISON | 4 MIN READ HubSpot vs. Pardot Compare two of the most popular marketing automation platforms! TABLE OF CONTENTS HubSpot Marketing Hub and Pardot (Salesforce Marketing Cloud Account Engagement) are powerful marketing automation solutions [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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. [...]
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 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 organizations. Let’s [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
The 7 Best CRM Software for Manufacturing
CRM SOFTWARE | 8 MIN READ The 7 Best CRM Software in 2026 Curated list of the best manufacturing CRM software ranked for sales, marketing, customer service, and account management. TABLE OF CONTENTS Looking for the best CRM software for [...]
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 [...]