Sales vs. Service Cloud: Which Salesforce Product Fits Your Needs?
Choosing the right Salesforce product can be overwhelming, especially when it comes to Sales Cloud and Service Cloud—two of the most widely used solutions in the Salesforce ecosystem. Both offer powerful features but serve very different business needs. If you’re evaluating Salesforce Sales Cloud vs. Service Cloud, this guide breaks down the key differences, benefits, […]
Migrating from Legacy CRM to Salesforce: Pitfalls and Proven Tactics
Introduction Migrating from a legacy CRM to Salesforce is more than just a technology upgrade—it’s a strategic move that can redefine how your business engages with customers. Yet, without the right approach, migrations often stumble into data issues, user resistance, and unexpected costs. In this blog, we’ll explore the common pitfalls businesses face when moving […]
How Salesforce Managed Services Save Your IT Team 20+ Hours a Week
In today’s digital-first economy, IT teams are constantly stretched thin—balancing day-to-day operations, user requests, system upgrades, and critical innovation projects. For organizations running Salesforce, the challenge intensifies: ensuring the CRM runs smoothly while customizing it to meet evolving business demands. This is where Salesforce Managed Services steps in as a strategic game-changer. By outsourcing routine […]
CPQ Implementation Done Right: A Step-by-Step Roadmap
Introduction In today’s competitive sales environment, speed and accuracy can make or break deals. That’s where Salesforce CPQ (Configure, Price, Quote) comes in. For organizations looking to streamline their Quote-to-Cash process, implementing CPQ correctly is critical. But successful implementation requires more than just deploying software—it takes strategy, planning, and the right partner. This roadmap will […]
5 Salesforce Integration Patterns Every IT Architect Should Know
Introduction In today’s digital ecosystem, Salesforce rarely operates in isolation. Businesses depend on a connected stack of ERP, HR, finance, e-commerce, and customer service platforms — and Salesforce must integrate seamlessly with all of them to maximize value. For IT architects, understanding the right integration patterns is crucial for building scalable, reliable, and cost-effective solutions. […]
How to Seamlessly Integrate Salesforce Field Service with Dashpivot Using FlowSite Open API
Field service operations today demand real-time collaboration between office teams, field technicians, and site supervisors. Many companies use Salesforce Field Service (FSL) to manage work orders, scheduling, and customer interactions—while tools like Dashpivot by Sitemate help digitize workflows, forms, and documents on-site. But when these systems work in silos, teams struggle with double data entry, […]
10 Salesforce Implementation Best Practices for 2025 Deployments
The Salesforce implementation landscape has transformed dramatically, marking 2025 as a pivotal year for AI-driven CRM deployments. Organizations now face a new reality where success depends on seamlessly integrating three core components: Advanced AI Technologies – Including autonomous agents and generative AI Data Cloud Architecture – Enabling unified customer data management Intelligent Automation – Streamlining […]
Building Purpose and Growth at – Perigeon Software
The traditional way of working was completely different from what it is today, where the organizational culture was a “top-down approach”, which means the superiors should just give orders to the employees, keeping in mind only the company’s goal. But today, we follow a bottom-up approach, which means there should be an exchange of information […]
