You’re about to call on a top client and want to be prepared with some key facts.


Exporting reports from Salesforce to Excel is a common practice for businesses that rely on data analysis to drive decisions.

Ever wonder which best practices the experts rely on for professional services automation? Our very own Solvit COO and Senior Solution Architect Ingo Roemer lends his deep experience and practical tips in this episode of the Kantata’s Professional Services Pursuit podcast.

Picture this: You have a resource that shows each department how to navigate the processes vital to their success, as well as how those piec…