News & Resources — Tips & Tricks

Buan’s Top Picks for New SpringCM Functionality

Posted by Kristina Lee, SpringCM Engagement Manager Many new enhancements were introduced in the Summer release of SpringCM.  Over the last few months, Buan has been able to review and implement several of these new developments with our customers.  We would like to share with you some of our favorite new SpringCM functionality! New Document…

Read Article »

Support Services from Buan Consulting

Posted by Sean Book, Customer Success Manager Buan Consulting has exciting news to share with you. We have launched our Buan Customer Success Team (CST), a group of talented experts dedicated to the long term success of each client partnering with Buan. The Buan Customer Success Team is a client support group where your requests are…

Read Article »

How to Quickly Create & Edit SpringCM documents

Spring CM Button Proof

Posted by Buan Consulting With a single click, the SpringCM Edit application simplifies the process of editing and creating versions of a SpringCM document, saving time for admins who are modifying templates and contract process users making internal edits! “One-Click Edit” will take care of: –downloading the document, –opening it in the native application for editing, and –checking in…

Read Article »

The Best of Spring ‘17 – Salesforce CPQ for Partner Communities

Megan Leary

Posted by Megan Leary, Senior Consultant Extending your Salesforce data and resources to partners is an invaluable way to connect with your channel in real-time. From assigning Leads, collaborating on Opportunities, registering deals and extending training resources – Partner Communities can help deals get closed faster. Now in the Spring ‘17 release, Salesforce is arming…

Read Article »

You Don’t Have to be a Consultant to Get Certified!

david-white-b

Posted by David White, Consultant When it comes to handling a full-scale Salesforce implementation, your best bet is to reach out to a talented partner like Buan. But whether you want to handle quick, day-to-day Salesforce tasks, or if you want to learn more about the platform in general, you should consider preparing for various…

Read Article »

Organizing Your Content in Salesforce with SpringCM File It

Meryl Flynn

Posted by Meryl Flynn, SpringCM Practice Lead One of the biggest concerns for Salesforce Users is how to manage their documents.  Leveraging standard Libraries and Files can help, but oftentimes, it can take forever to find a specific document, or duplicate documents are made within the same org.  A better filing system is necessary for…

Read Article »

3 Benefits of Implementing a Project Management Methodology

20170301_Buan_Kim_MBP_7391-Edit

Posted by Kim Barnes, PMP, Project Management Lead Implementing a project management methodology will provide numerous benefits for your organization, including higher client satisfaction, more scalable project structures and a streamlined delivery process. These improvements help projects become more organized and deliver the right outcomes, faster.  They instill in the organization reusable common processes and templates,…

Read Article »

How to Create Amazing CPQ Template Content Using HTML and Tables

Greg Coolidge

Posted by Greg Coolidge, Senior Consultant You have just put together a large quote for a very important client.  The only thing left to do is generate the output document and send it to the customer for their signature.  Here are a few tips and tricks to help you create professional templates using tables in your template…

Read Article »

Grow your business with Apps from the Salesforce AppExchange

Salesforce AppExchange 2

What do CloudSense Commerce, Conga Composer, Geopointe, TaskRay and Xactly Incent have in common? Posted by Buan Consulting Businesses across the country are turning to the AppExchange from Salesforce for business solutions. An online marketplace, AppExchange lets you browse third-party apps or customize your own app development. The pre-built apps are customized for Salesforce so…

Read Article »

7 Admin Tips for a Sensational Salesforce Demo

Becky Clark

Posted by Becky Clark, Senior Consultant A lot of time and effort went into creating an exceptional product. Now is the time to show the end user how it works. Use these 7 easy tips to make a good demo a great demo! 1. Work out Your Flow on Paper First …or in Visio or…

Read Article »