Sales forecasting represents the activity of predicting the sales pipeline and its final revenue within a chosen period, answering the two fundamental questions of any sales department — how much and when.   According to Salesforce, sales leaders tend to be accurate within 10% of their forecast more than 50%

Financial Services Cloud is one of the newer extensions of the Salesforce CRM family, launched in 2015 as a result of Salesforce’s collaboration with some of the leading financial institutions. If you’re considering implementing Salesforce Financial Services Cloud, here are 3 things you need to know

Using visualisation to expand the understanding of your Salesforce records

Every business owner has probably heard way too much about numerous CRM solutions.  In fact, if the flood of CRM information has somehow bypassed you – please reach out, I would love to meet you! When you operate in a CRM industry as Cloud Orca does, you get used to