# CRM Automation

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...

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,...

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...

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

Not that long ago, building online stores was all about layouts and product photos. Now it’s just as much about...

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...

Summary: If you’ve ever found yourself toggling between a Salesforce tab and a Calendly calendar wondering why your CRM isn’t...

Summary: If you’re comparing Salesforce Marketing Cloud vs HubSpot, chances are you’re at a crossroads. Maybe marketing’s outgrown the current...

Summary: If your website runs on WordPress and your CRM lives in Salesforce, there’s a good chance your systems aren’t...

What’s more frustrating than losing a deal? Probably not knowing how it slipped through your fingers. Often, it’s something simple....

When your business is small, you don’t always notice the side-effects of disconnected systems straight away. You only have a...

It’s a common setup: your marketing team is managing a flood of leads in HubSpot, probably taking advantage of the...

Think of all the documents your teams need to manage every day. Are they accessible, connected, or causing major bottlenecks...

It starts with an order. A click. A confirmation email. But behind that simple digital transaction lies an entire ecosystem...

For more than 20 years, Salesforce has been revolutionizing the customer relationship management space. Now, the company is changing the...