Jun 26, 2024 | Blog
In the fast-paced realm of Software-as-a-Service (SaaS), strategic sales planning is not just a necessity but a cornerstone of success. For C-Level executives steering SaaS companies, Salesforce Sales Planning emerges as a transformative tool, promising to streamline...
Feb 2, 2023 | Blog
Salesforce describes Genie as a “real-time platform for customer magic.” On the surface, Salesforce Genie may look like another Customer Data Platform (CDP), but it’s more. What is a Customer Data Platform? Customer data platforms (CDPs) are marketing tools that...
Jan 31, 2023 | Blog
Billing and collections are accounting fundamentals that companies need to master from day one. Unlike other activities, which can be delayed or executed in phases, a company’s billing and invoicing strategy must be carefully planned, tested, and implemented to keep...
Jan 31, 2023 | Blog
Business practices have changed over the years, leaving many companies to find Zuora is lagging in a fast-changing and increasingly complex business landscape. Zuora is cloud-based billing and finance software for subscription management companies. But as time passed,...
Jan 15, 2023 | Blog
Riskalyze Moves to Salesforce Billing & CPQ and Sets Team Up for Success with Neocol Riskalyze is a fintech company that provides SaaS solutions to financial advisors. It is revolutionizing the advisory sector with its technology that provides a numerical...
Jan 13, 2023 | Blog
What is Salesforce CPQ? Salesforce CPQ stands for Configure, Price, Quote. It is a feature-rich tool that helps businesses automate and streamline sales processes and create customer quotes and proposals. At Neocol, we help subscription management companies gain...