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A lot of companies fall into the same problem. The real customer record is sitting in Salesforce, but the actual...

A lot of companies don’t start looking for Salesforce integration with Dynamics 365 because they love integration projects. They start...

We are thrilled to announce that the Routine Automation team will be attending the Agentforce World Tour Frankfurt this year. ...

Running a store gets messy fast. The site still works. Orders still come in. But someone on the team is...

A lot of B2B buying still feels weirdly manual for something that’s supposed to be repeatable. A customer already knows...

Picking the best CRM for small business can be tricky. Too simple, and you’ll outgrow it in months. Too complex,...

Vienna is soon to become a hub for AI and cloud tech, and the Routine Automation team is excited to...

Marketing hits send on a Mailchimp campaign. A few hundred opens roll in. A handful of people click the offer....

Most teams looking at ecommerce platforms don’t automatically turn to Salesforce Commerce Cloud. They get there after things stop lining...

Nobody wakes up and decides to start comparing CRMs for fun. The Microsoft Dynamics vs Salesforce debate usually comes out...

Finding the top Salesforce consulting firms can be tougher than it seems. There are plenty of Salesforce experts and partners...

The NetSuite vs Salesforce question usually comes up at a specific moment. Finance is asking for tighter control. Sales is...

Manufacturing teams don’t really get a breather anymore. Forecasts move. Orders get tweaked halfway through. Service teams are stuck juggling...

Field service breaks schedules. Not occasionally, all the time. Salesforce research shared in its newsroom shows that nearly half of...

If you’ve used Salesforce for a while, you already know one the platform is huge and packed with tools to...

Most sales reps don’t lose time because they’re bad at selling. They lose it because they’re buried in updates, follow-ups,...

On November 12, 2025, the Routine Automation team will take part in Salesforce Revenue Cloud Connect in Munich — a...

Moving your business data into Salesforce shouldn’t feel terrifying. But if you’ve ever tried to migrate data to Salesforce, you...

A CRM isn’t supposed to feel like extra work. Yet there are plenty of companies where half the sales team...

Summary: If your marketing team is still piecing together spreadsheets, web forms, and scattered email threads, you’re leaving leads on...