Kate Simon18 Jun, 2025Technology
For small to medium-sized businesses (SMBs), the promise of a single platform to manage customer relationships, sales pipelines, and service is compelling. Many start their journey with Salesforce by using its powerful out-of-the-box features. But as your business grows, your processes become more unique, and your needs more complex. The standard interface and automation tools, while excellent, can begin to feel restrictive.
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