How to Ensure Your Salesforce Managed Services Engagement is Successful
Implementation is only part of the journey with a successful Salesforce solution. For long-term, continuous innovation and success with the platform, a Salesforce managed services engagement guided by a vendor (aka partner) who understands your needs, scope, and goals each step of the way is essential. Ensure your Salesforce managed services engagement gets off to […]
A Great Service Cloud Implementation Begins With a Great Customer Experience Strategy
There is no doubt that Salesforce’s Service Cloud offers many great features. In Gartner’s famous magic quadrant analysis, Service Cloud is way up and to the right. That means by Gartner’s analysis, Service Cloud has the most complete vision along with the ability to execute that vision in the industry, and it’s not even close. […]
On-Demand Webinar: Accelerate Revenue Growth With Salesforce Analytics for Commercial Bankers and Lenders
On-demand Webinar Accelerate Revenue Growth With Salesforce Analytics for Commercial Bankers and Lenders
3 Benefits of Salesforce Experience Cloud That Help Power Your CRM Strategy
We like to think of customer relationship management (aka CRM) strategy as something new. But even in medieval times, merchants and tradespeople used strategy to better connect with their customers. Medieval merchants would use location to find the right customers — think of horse dealers at the city gate, or book merchants by the cathedral. […]
How to Leverage the Snowflake to Salesforce CRM Analytics Direct Data Connection
Authors: Tyler Pollard, Buzz Wells With the introduction of Salesforce Genie at Dreamforce ‘22, Salesforce is giving its customers the capability to connect with data across various platforms in real-time, in one place. Not only will users be able to connect to customer data at scale, but they’ll be able to engage with it holistically, […]
Data Trends to Know: Salesforce Genie, Slack Updates, and the Current Economy
The big announcements and session content at this year’s Dreamforce did not disappoint. Announcements around data seemed to center around three common themes: Salesforce Genie, Slack, and the current economy. Going into more technical detail around each, we’ll ensure you’re better prepared for the changes and advancements to come. What’s next for Salesforce Genie The […]
Leveraging Snowflake to Support an Effective Salesforce Data Strategy Starts With Addressing Data Quality
With the ease and availability of analytics implementations with widespread and user-friendly tools, every organization is looking forward to leveraging data analytics and machine learning. Data collection has become easier than ever before, and while many focus on capturing and housing as much data as possible so they can leverage it for personalization, analytics, and […]
On-Demand Webinar: Accelerate Revenue Growth With Salesforce Analytics for Commercial Bankers and Lenders
On-Demand WebiNar Accelerate Revenue Growth with Salesforce Analytics for Commercial Bankers and Lenders Join us to learn about current trends in data visibility, agility, and analytics in the commercial banking industry. You’ll hear from industry experts at Salesforce, Fulton Bank, and Atrium about breaking down silos to achieve a single view of your customers and […]
Whitepaper: Driving Salesforce Financial Service Cloud Adoption at Banks
WHITEPAPER Driving Financial Services Cloud Adoption at Banks It’s no surprise that many banks are choosing Salesforce Financial Services Cloud (FSC). With tools that enable bespoke experiences for customers, automation that boosts productivity, AI-powered insights, and more, the platform is a natural fit for key decision makers. But what about end users? They’re the ones […]