Snowflake Marketing Analytics: Drive Marketing Success with a Single View of the Customer
I still remember the exact moment I first realized my marketing data was trapped. A long time ago in a land far away, I was digging into the journey of a web conversion that excited me because it was a great lead and I was determined to replicate its success. Like many marketing automation tools, […]
AnalyticsKata: Reshape Data Using a CRM Analytics Recipe
Trying to get data into the right form is half the battle when it comes to analytics. This challenge is meant to show off some of the functionality of CRM Analytics recipes, while also tackling a realistic use case. (New to the idea of an AnalyticsKata? Refer back to our very first challenge!) AnalyticsKata: Reshape […]
Hubbl Diagnostics Magic Link
Hubbl Diagnostics Magic Link Know Everything with a Salesforce Org Scan When you invest in Salesforce for your business, you want to get the most value possible — not just after implementation, but for the long term. Whether you’re looking to: Mitigate risks and avoid unforeseen costs and delays with deployment and enhancements, as well […]
AnalyticsKata: CRM Analytics Pie Chart vs. Bar Graph
If you’ve worked with bindings in CRM Analytics dashboards, you’re likely already aware of the amazing capabilities that they provide. Bindings allow you to dynamically change groupings, calculations, and more in charts and tables. But did you know that you can also use them to change chart types? For this week’s Kata, we’ll be using […]
DEMO: Salesforce Data Cloud Service Accelerator
Demo Salesforce Data Cloud Service Accelerator The Salesforce platform has everything you need to serve your existing customers. But do all of your customer service agents have access to the real-time data they need to solve customers’ problems? How are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, […]
On-Demand Webinar: CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses
On-Demand Webinar CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses The combination of AI and CRM has the power to provide today’s tech businesses with the actionable insights and harmonized data they need to succeed. But with so many new advancements, how are you keeping up with the […]
How to Use Einstein GPT in Salesforce and Other Generative AI Solutions
Authors: Paul Harmon and Josh Fleischer Interested in getting the most out of generative AI embedded in CRM? Many companies are. A recent study by McKinsey indicated that commercial leaders think organizations should be using machine learning and generative AI “often” or “almost always.” Salesforce recently announced a partnership with generative AI giant OpenAI, and rolled out a […]
4 Reasons to Integrate Your Wealth Team into Your CRM
Should you have a separate Salesforce org for wealth management or should you integrate it into your financial institution’s overall Salesforce org? It’s a question many financial institutions find themselves asking. One thing is certain though: every financial institution requires a CRM, and Salesforce Financial Services Cloud stands out as the best choice. Designed specifically […]
Want to Understand Deposit Relationships? You Need to Unify Customer Data
Maintaining strong customer relationships is paramount, but meeting evolving and complex customer expectations has become increasingly challenging. In today’s landscape, financial institutions are no longer solely evaluated against their industry peers but rather against the customer experience observed across all facets of an individual’s life. Customers expect their financial services provider to have up-to-date and […]