We warmly welcome Sangeet Reen, who has over two decades of experience in Professional Services, Customer Success, GTM Digital Strategy, Cloud Operations, and Data & Artificial Intelligence within the XaaS sector. Sangeet approaches every decision with a...
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Brightmark Launches New Website: An Established Salesforce Partner Reaching New Heights
We’re delighted to announce the launch of the new Brightmark website. Our 9th year in business is an exciting time of new direction and a significant growth phase for the company. The recent arrival of Julian Lau (CEO & Managing Partner) represents a major...
How To Integrate QuickBooks & Salesforce (+ Key Benefits For Sales & Finance Teams)
Are you experiencing the constant barrage of requests for customer sales data from your sales representatives, causing interruptions and frustrations within your finance team? If so, you're not alone. Many finance departments struggle with the inefficiencies stemming...
3 Approaches To NetSuite Salesforce Integration
Integrating NetSuite with Salesforce offers significant advantages for sales and finance teams. By seamlessly raising invoices, sales orders, and estimates in NetSuite based on Salesforce data, this integration saves time and reduces errors. Accessing financial data...
Julian Lau joins Brightmark as CEO and Managing Partner
We are excited to announce that Julian Lau has joined Brightmark to partner with Calvin Quek to fuel the company’s next stage of growth. Julian has been appointed CEO and Managing Director at Brightmark and Calvin Quek, will remain as an active Managing Partner in the...
Salesforce Insights & Opportunities: What We Learned at Portfolio Management Association of Canada Conference
In a competitive financial services world, you need to think strategically, so we were excited to attend as first-time exhibitors at the Conference (PMAC) on November 16, 2022, at the Royal York Hotel in Toronto, Ontario. Formed in 1952, the PMAC shares financial...
Is Salesforce Training Worth it?
Salesforce is the most popular CRM in the world. From the largest enterprises to ones with just 2 employees, these businesses take advantage of Salesforce’s cloud applications to manage sales, marketing, customer service and other critical business functions. Knowing...
Why Effective Training Makes (or Breaks) Your Salesforce Implementation
For many Salesforce customers, a large part of their budget is spent on supporting – and making changes – to their Salesforce dashboard. This often looks like tackling it (and stressing) in-house before calling a consultant to fix things. Everyday, companies and...