Blog Posts

The Quote is Where Deals Slow Down

This post was co-authored by Kimmo Salmela, Communications Manager at Documill Quotes slow down when the numbers, terms, and signatures live outside Salesforce. Generating quotes and contracts from opportunity data, approving them in a structured workflow, and signing them in the same place removes most of the manual steps, and it keeps the final terms … Continued

Blog Posts

AI Readiness Has an Ownership Problem, and It Isn’t Your Data

When we surveyed 30 senior data and IT leaders for The AI Data Readiness Playbook, one of the things we asked was who inside their company would most likely champion getting data ready for AI. Enterprise architecture came out on top at 33%, and senior data leaders named themselves close behind at 30%. The answer … Continued

Blog Posts

The Tuesday Nobody Wants: A Practical Salesforce Data Recovery Walkthrough

An ordinary afternoon On one Tuesday afternoon, a mid-market company’s revenue operations analyst was busy cleaning up duplicate accounts left over after an acquisition. The task? To merge approximately two thousand accounts. The merge list was created in a spreadsheet and approved by the RevOps manager. It was supposed to be applied during a quiet … Continued

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