Omni-Channel: Setup and Configuration
Salesforce has unquestionably revolutionized the way businesses handle customer relations. But before you get a solid grasp on the platform, you may find yourself doing unnecessary work. Take, for instance, case routing. When a case is created in Salesforce, are you manually assigning it to the proper agent? If so, you’re in luck! There’s a […]
How to Successfully Enable ICU Locale Format Update for Salesforce Orgs and Why
If you’re a Salesforce admin, you’ll likely see a pending release update in your Salesforce org about enabling ICU locale formats. Below, we will discuss what this means and how it can be enabled for end users. Why is an ICU locale format update needed? Before the Winter ’20 release, new Salesforce orgs used the […]
How to Use Snowflake to Connect Your Systems and Centralize Your Data to Prevent Customer Churn
Contributing Authors: Tyler Pollard, Emma LeMasters This is the second post in a short blog series focused on preventing customer churn using a centralized data hub. Here’s an infographic version of the series! Getting the Right Data with the Right Tools As mentioned in Part 1 of this series, our fictional company, Magenta […]
The Race for Achievement: an Olympic Marathon Tableau Analysis
The marathon is one of the most popular and captivating events of the modern Olympics. Usually scheduled on the last day, it’s an exciting, drama-infusing climax to the Summer Games. If I could choose one word that represents the spirit of the marathon, it would be achievement. As the legend goes, the first marathon is […]
4 Tips for Implementing an Effective Chatbot
By now, you’ve probably engaged with a chatbot at some point when browsing a website or using a mobile app. According to Salesforce, the number of service organizations that expect to utilize a chatbot within the next 18 months grew 136% in 2019. It’s no surprise, as it allows many of their agents to spend […]
Subscribe
Call the Data Doctors, You Need Prescriptive Analytics to Save the Day!
If you’ve read the title and have in fact called your data expert or your doctor about prescriptive analytics, I commend you for taking action so quickly. But let’s hang up the phone. There’s a lot to learn about the different types of analytics and where your business might fit on the scale. Most businesses […]
How Do You Stop Customer Churn? Here’s Why a Centralized Data Hub Can Help
This is the first post in a short blog series focused on preventing customer churn using a centralized data hub. Here’s an infographic version of the series! The Problem: Recent Churn… and a Lack of Insight Here’s a problem our clients deal with all too often: miscommunication. As an example, let’s take a hypothetical […]