Too often, companies buy enterprise software in isolation, reacting to deals and pressure rather than following a strategic roadmap. The result? A bloated tech stack, redundant tools, and wasted spend.

Before you buy new software, ask:
✅ Are we solving a real business problem—or just adding complexity?
✅ Could we achieve this with existing tools and better configuration?
✅ Have we evaluated the total cost of ownership beyond the discount?

It’s easier than ever to buy software—but harder than ever to scale it down. Before saying yes, make sure the best answer isn’t not yet.

Customer Health is a very popular part of any organization these days but a lot of companies struggle with how to get started, how to get buy-in, where to build it and how to maintain and evolve it.

This article outlines buy-build considerations, common mistakes, and how we’ve have success modeling this in Salesforce.

Data Cloud is powerful, but that doesn’t mean it’s the right tool for every job. If you’re doing a one-time Salesforce data migration, here’s why Data Cloud might add more headaches than help—and what to use instead.

When businesses look to enhance their customer support operations, they often turn to Salesforce as their go-to platform. Salesforce offers both Service Cloud and Sales Cloud. Although both platforms can help you manage customer interactions, they are designed with different objectives in mind. Sales Cloud is primarily focused on managing the sales pipeline, while Service Cloud is specifically built to optimize customer service and support functions.

If you're following the latest developments in the world of Salesforce, you know that the blend of their CRM and Artificial Intelligence is extremely powerful. With all the potential for saving time, optimizing data management, and supercharging your CRM, security can quickly become a major concern. Amidst the buzz about AI models and new features, you might be wondering about the “Einstein Trust Layer.” What is it, and should you really trust it? Let’s unravel the Einstein Trust Layer and explore its key elements, so you can feel confident in your understanding of how your data is managed and secured.

With the introduction of Revenue Cloud, Salesforce has developed a more comprehensive solution for managing the entire revenue lifecycle, encompassing everything from quoting to contract fulfillment. As businesses explore this new offering, many are wondering how Revenue Cloud stacks up against the well-established Salesforce CPQ.

No software is ever going to meet all the needs of your business - you’ll need multiple tools. Integrating these disparate but still interrelated systems makes accessing data easier; it helps to streamline your processes and makes teams more efficient.

At Cloud Giants, we hold our Core Values sacred, especially “Have Fun.” It energizes our professional culture and shapes our interactions with clients and colleagues. As technical consultants, staying on top of topics like Artificial Intelligence and Salesforce isn’t just beneficial; it’s essential. With so much to know, especially as this relates to Salesforce, it’s important to find ways to make learning less daunting, and more dynamic. At the company level, we want to get everyone involved and create a way to let our coworkers showcase their creativity. So, how do we transform a steep learning curve into something enjoyable? We turned it into a competitive showdown with a twist!

Paired with our "Optimizing U.S. Taxation Across Salesforce and NetSuite" webinar, Loveleen Kaur and Ean Lawrence have collaborated on an article that highlights our partnership with Avalara. Inside the blog, you'll find a practical pre-work checklist and real customer success stories to guide you in preparing for your next tax integration.

Watch the webinar recording using this link: https://lnkd.in/eDDAd6NS, and check out the blog below!

As your organization expands its Salesforce ecosystem, you may encounter new Clouds that require additional expertise. One area in particular is Experience Cloud, which can feel overwhelming if you're just starting out. To help you get up to speed, our very own Reagan Cloninger has put together a comprehensive guide designed to simplify the learning process.