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Salesforce DMP, Financial Services Cloud & B2B Analytics Intro

Must-Know Salesforce Updates

It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. Here are some of the top stories of the past week.

What You Need to Know About Financial Services Cloud: A Case Study

With digital transformation at the forefront of all business strategies, the financial services industry comes with its own set of challenges. Buckingham Strategic Wealth knew in order to continue growing, a change was needed. Learn how this forward-thinking organization of advisors, financial specialists, and national thought leaders went beyond customer satisfaction and used Salesforce Financial Services Cloud and Orion Connect to supercharge cross-team collaboration and proactively positioned their clients, advisors, employees, and business for a successful future. Keep reading

Field Service Updates in Summer ’18 that Will Change How You Work

Salesforce Field Service Lightning is the fastest growing product in Salesforce company history. Salesforce focused on improving technician workflows, data security, the dispatcher experience, Lightning Community updates, and upgrading the Android app in this release. With all of these new features, it’s easy to see why many companies are making the switch to a product that sits on the same platform as their customer data, providing even deeper insights for company leaders. Keep reading

Self-Service or Bust: Why Connected Customer Portals are Vital to Customer Experience

Today, we’re all constantly connected; we all want to be able to schedule appointments, upgrade or downgrade services, or pay bills in a few clicks from anywhere and at any time — even on our mobile devices. That’s why modern customer portals that provide a seamless, connected, and personalized self-service experience have become so important.  Keep reading

6 Easy Ways to Personalize Your Campaign

As the world becomes more and more saturated with information, it becomes harder and harder to stand out from the crowd. Personalizing your campaigns tells your customer that you know them, you see them, and they are not just one of the masses. It lets them know you put some thought into your relationship. After all, you’re not just selling, but trying to build a relationship, right? Keep reading

Gartner Names Salesforce a Leader in Magic Quadrant for Enterprise High-Productivity Application Platform as a Service

We are excited to announce that Gartner has named Salesforce a leader in their new Magic Quadrant for Enterprise High-Productivity aPaaS. We believe that Gartner provides a comprehensive perspective on Salesforce’s leadership in this new valuable report. Keep reading

B2B Marketing Analytics Demo

With B2B Marketing Analytics, you can see the impact of your marketing, without needing a data scientist.

Salesforce DMP – Capture, Unify and Activate Your Data

Learn how the Salesforce DMP allows marketers to capture, unify and activate their data enabling them to deliver more relevant and personalized experiences to their target consumer.

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Marisa Lather, Marketing Manager

Marisa Lather is the Employment Branding Marketing Manager at Perficient and is proudly dedicated to developing the Perficient culture. Known as @MarketerMarisa, she is a data-driven design thinker who specializes in creating aesthetic brand experiences that delight. With an inbound marketing specialization in multimedia content creation and engagement, she develops and executes omnichannel campaigns, blending online and offline worlds to create data-informed content and affinity-building experiences for brands. She is actively engaged in the national marketing community, blogs about modern business, personal development, marketing, and more at, and speaks at conferences around the country. Connect with Marisa on LinkedIn and follow @MarketerMarisa on Twitter, Instagram, Facebook, and Pinterest.

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