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36 Top Salesforce Apps to Power Up Your Sales Operations

Header image: Salesforce Apps for Sales Operations

Salesforce is strongest when the CRM record is not the end of the workflow. The Salesforce AppExchange ecosystem can add quoting, proposals, financial services controls, nonprofit fundraising, gamification, admin governance, forms, inventory, calling, analytics, and workflow automation around the same account, contact, and opportunity data.

The best Salesforce apps are the ones that make sales operations easier to run: cleaner records, faster approvals, better handoffs, and clearer reporting. Process Street helps teams connect that app stack to repeatable work through its Compliance Operations Platform: Docs for procedures, Ops for workflow execution, Cora for AI-assisted process work, and integrations across Salesforce and thousands of other tools. For teams standardizing Salesforce-connected work, workflow automation matters as much as the app list itself.

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3 Major Pitfalls to Avoid During Post-Merger Integrations (Plus Free Template!)

M&A integration lead aligning gears and risk flags for post-merger integration planning

AOL and Time Warner. Daimler Chrysler. Sprint and Nextel. Quaker Oats and Snapple.

You see where this is going, right? These are the major pitfalls to avoid during post-merger integrations, plus a free template you can use to turn the plan into a practical PMI checklist.

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4 Actionable Steps to Increase Your Business Agility

Black-and-white operations leader adjusting a modular process-flow model for business agility

This is a guest post from Jessica Thiefels. Jessica specializes in link building, social media strategy, and content strategy. You can find her at Jessica Thiefels Consulting or @JThiefels.

Business agility is the ability to respond quickly to market, customer, and operational change without losing momentum or control. It is not just speed. It is the discipline of improving your current methods, adapting your processes, and keeping your team aligned while conditions shift.

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3 Vital Microsoft Outlook Tips for Becoming a Power User Overnight

Microsoft Outlook tips header showing a person carrying an organized inbox tray

If you’re using less than half the buttons in your Microsoft Outlook inbox, you’re doing it wrong. These three vital Microsoft Outlook tips will not make you an expert overnight, but they will change how your inbox behaves.

You probably use Outlook for email because it comes with Microsoft 365. But Outlook is more than just an email service. It’s productivity and organization software built into the tools you use every day: emails, to-do lists, calendars, templates, and repeatable actions.

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50 Efficient Business Process Automation Examples You Can Steal

Operations leader configuring a miniature automated workflow machine for business process automation examples you can steal

Business process automation examples you can steal are easier to understand when you can see the work moving. A form comes in, a customer issue gets routed, a lead gets enriched, a campaign gets approved, a payment reminder goes out. The value is not the software trick. The value is that routine work stops depending on someone remembering the next step.

The examples below show how teams use automation across communication, customer interactions, lead management, marketing, operations, and sales. Some came from earlier Zapier-era workflows, and the pattern is still useful: connect the trigger, route the work, assign an owner, and keep the record. For more current examples of recurring work handled end to end, see these workflow automation examples.

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5 SaaS Renewal Best Practices (That Actually Work!) for Retaining Customers & Improving Renewals

Black-and-white customer success operator adjusting a renewal flywheel model for improving SaaS renewals.

Every 28 days, a lovely Hermes delivery-person brings a crate of the world’s finest craft beer to my house.

But if it were up to me, I wouldn’t receive these beer boxes at all.

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5 Tips to Maintain a Creative Mindset Under Pressure

A black-and-white creative lead standing beside a miniature press holding a brain model, representing a creative mindset under pressure.

Maintaining a creative mindset is hard because creative work asks for energy, taste, nerve, and patience at the same time. Under pressure, that combination can turn a normal slow patch into creative burnout or a full creative block.

The fear of burnout is enough to sap anyone’s energy. When it strikes, it is hard to imagine recovering from it, and projects that start with inspiration can derail at the slightest hurdle, leaving you drained and wondering whether you have lost your touch.

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23 Collaboration Tools Used by the World’s Most Efficient Teams & Creatives

Best collaboration tools for teams

You have 975 unread emails. Important files live on someone else’s desktop. A task was assigned in one tool, discussed in another, and lost before anyone could prove who owned it.

The best collaboration tools fix that by giving teams one reliable place to plan work, discuss decisions, share files, review changes, and track follow-through. This list covers current collaboration software examples by use case, from project boards and team chat to workflow collaboration in Process Street.

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5 Critical System Failures of the Coronavirus Pandemic

Black-and-white public health operations leader beside a cracked floodwall model representing coronavirus pandemic system failures.

At 5 AM on August 29, 2005, the largest drainage canal in New Orleans, the 17th Street Canal, was breached by torrents of water an hour before Hurricane Katrina struck the city. Levees and floodwalls failed in 50 different locations, flooding 80% of New Orleans. No doubt the system failed. But which system?

Experts later pointed to budget cuts, outdated engineering, and weak process infrastructure. The same pattern showed up during the coronavirus pandemic: the most damaging failures were not single mistakes. They were overlapping breakdowns in governance, communication, data, tools, and accountability. This post looks at five COVID-19 system failures, why they happened, and how stronger processes can reduce the same risk in your own organization.

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5 Ways to Conquer Unconscious Bias in Diversity Hiring

Black-and-white hiring manager setting up a blind-review screen for unconscious bias in hiring.

This is a guest blog post by Joe Caccavale. Joe heads up content over at Applied, the blind hiring platform that removes unconscious bias by using behavioral science.

As an organization, you’re committed to improving diversity. You want to build high-performing, diverse teams. To conquer unconscious bias, you need a hiring process that evaluates candidates consistently instead of relying on gut feel.

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