Utilizing a Point of Sale App for Residential Roofers

CG Infinity’s Salesforce Practice is built around helping organizations move forward together, especially when initiatives span multiple teams with different priorities. The focus is on alignment—bringing the right stakeholders into the conversation early and ensuring decisions are made collaboratively so solutions serve the whole organization, not just one function. That capability is reflected in a…

Salesforce offers a broad ecosystem of tools and integrations, giving organizations flexibility but also introducing constant decisions about when to buy, build, or customize. The strongest strategies apply discipline to those choices, ensuring specific requirements are met without adding unnecessary cost or complexity. That balance is a hallmark of how Mike Reeves, Vice President…

Salesforce gives organizations the ability to automate marketing, personalize outreach, and manage leads at scale—but those benefits only materialize when complex capabilities are implemented cohesively. Through its Salesforce Practice, CG Infinity brings together Marketing Cloud capabilities—including Email Studio, Automation Studio, and Journey Builder—alongside dynamic content, Cloud Pages, and third-party lead integrations. By designing these…

Successful Salesforce initiatives rely on alignment as much as technology. When partners stay focused on delivery rather than shared priorities, projects risk meeting technical requirements without achieving real business success. The strongest outcomes come from teams that treat client priorities as the foundation for every decision. That mindset defines how Meagan Diegelman, Principal at…