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Marisa Lather

Salesforce Marketing Manager

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Iron Mountain Stops Spreadsheet Madness with a Partner Community

Investing In Your Partners Pays Off With aggressive sales revenue goals for partner channels in 2018, enterprise information management services company Iron Mountain wanted to enable partners to register and track deals during the channel sales cycle in a way Excel spreadsheets were not able to provide. Perficient partnered with Iron Mountain to design a […]

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How We Create & Measure Case Deflection in a Salesforce Community

Outstanding CX is the New Norm In 2015, a Gartner study predicted that by 2019 more than 50% of organizations will invest more money into the customer experience. In 2019, we can safely say that number is more than just 50%. With trends like personalization, omni-channel support, and AI becoming the norm, customers are evolving […]

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Get Prepared with Salesforce Release Readiness Essentials

Understanding Salesforce Release Management With Salesforce, your team needs to prepare for release management. Release Management is the planning, scheduling, coordinating, and overseeing releases and infrastructure changes meant to optimize their efficiency and quality while meeting the demands of rapid growth. “Think of organizational change management as the captain of the ship, setting the course […]

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8×8 Launches PartnerXchange Platform for Channel Enablement

New Salesforce Community Drives Channel Onboarding, Enablement, and Customer Sales 8×8, Inc. is a leading cloud provider of voice, video, collaboration, and contact center solutions for over one million users worldwide. As 8×8 is a company known for helping other businesses to transform their customer and employee experience, Perficient was honored to “transform the transformers” […]

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Mystery Social Determinants Now Tracked in Health Cloud #HIMSS19

How Salesforce is Creating Connected Care with Updates to Salesforce Health Cloud at #HIMSS19 Last year’s introduction of Salesforce Health Cloud at HIMSS18 was exciting and the advancements since then have taken HIMSS19 by storm. Perficient was onsite not only presenting “Overcoming Challenges in Creating Self-Service Analytics,” but making sure to catch the other world-class speakers […]

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Need BI? Get Trusted Analytics Advice by Experts, for Experts

When it comes to business intelligence, where do the experts go to learn? The answer is Perficient. Since the SIMON app launched, Perficient has been on the road with AllianceBernstein and MicroStrategy sharing how to turn analytics into action. At conferences and private events all around the country, the past few months have been full […]

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These 5 Stats Will Make You Revisit Your CX Strategy in 2019

Good news travels fast — but bad news travels faster With your business dependent on customer satisfaction, being able to service them regardless of their issue is what sets winning brands apart. On the flip side, when service is not up to par, damage to the brand can be significant. And businesses are paying attention. […]

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Our Proven Recipe for Customer Community Success

The Best Communities Focus on Content and Design Content plays a foundational role in a community’s success. However, having helpful, easy-to-follow content available for your customer community means nothing unless users are able to find it, consume it, and understand it. That’s where the UI/UX design comes into play; when, where, and how they access […]

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Three Keys to Creating a Successful Support Team

When customers have a problem, call center agents are the front line of defense. In addition to using the right technology to enable them for success, make sure you have the right team to start with. Here are three ways you can create a successful support team that will service your customers with grace and […]

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Transforming for the Future with Financial Services Cloud​

St. Louis-based Buckingham Strategic Wealth is a growing organization of advisors, financial specialists, and national thought leaders in the wealth management industry. While they spend time focused on being the trusted advisors for everything financial for their clients, they turned to Perficient for help with their technology environment. The Challenge CRM adoption was lower than anticipated due to system […]

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Building the Brand Experience in Call Centers [INFOGRAPHIC]

How customers engage and interact with brands is becoming the biggest focus for those who want to stay ahead of their competition in 2019 and beyond. If you’re in a crowded marketplace and your prices are competitive, what more can you really offer? A better customer experience. It’s become paramount. When it comes to making a […]

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Building a Successful Community with Engaging Content [WEBINAR]

As you strive to offer the best customer experience possible, branded communities have become the preferred method for collaboration. Of all self-service channels, customers make the most frequent use of knowledge bases. But your community is only as good as the support it provides, so if engagement is low or your knowledge bank is lacking, […]

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New Partner Community Helps Okta Cut Through the Content Clutter

With all the different audiences businesses interact with today, it can be a challenge to control the information each audience actually needs. Systems that worked in the past can quickly become useless as growth happens and business needs change. The question is, can your technology solutions keep up? When Your Community Content is Out of […]

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[GLOSSARY] Salesforce Chatter Terminology Explained

Keeping your team aligned has its own challenges, especially when taking on new technology. A core component of Salesforce is Chatter, which enables enterprise-level social networking for employees, partners, and customers in a secure, measurable, and trackable environment. With the interchangeable terms from company to company and across technologies, we evaluated the top terms people […]

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Top Service Challenges Enterprises Face in 2019

Migrating from one technology to another always has its unique challenges, and migrating to Salesforce Service Cloud is no exception. Our years of Salesforce migration experience have shown some common themes and best practices, which we cover in our free guide, Salesforce Service Cloud Migrations Made Easy. Top Service Challenges for 2019 As digital transformation […]

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6 Tips to Make Service Cloud Migrations Easier

In a crowded marketplace, business value is becoming more about offering a great customer experience throughout a customer lifetime as opposed to a one-off sale. How does your business measure up to today’s service challenges? In our guide, Salesforce Service Cloud Migrations Made Easy, we explore in detail what organizations need to take into consideration […]

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Design Tips to Make Your Lightning Community Dazzle

Why Brand My Salesforce Community? A brand is much more than a memorable logo, clever tagline, and a cohesive palette of colors or clean lines and typography. Bottom line, it’s about providing added value for your customers, building trust through quality and consistency, and ultimately boosting customer satisfaction and loyalty. Beyond a customer’s perception of […]

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Who Should Maintain Your Salesforce?

Don’t Overlook the Need for Governance! One of the biggest pain points customers often have with managing their Salesforce environments is the lack of governance. Who’s in charge? Where do you go with questions, or worse, problems? Why Do You Need Salesforce Governance Framework? A governance framework provides an intake method for receiving and prioritizing […]

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Our Tested Framework for Customer Service Community Success

Self-Service Communities Used for Customer Service On the Rise Trends show that customers prefer self-service communities when it comes to accessing support. Customers demand fast service anywhere, anytime. Today, customers have more choice: more products to buy, more information to influence purchasing decisions, and more devices and channels over which to seek customer service. What […]

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The Future of Customer Experience: 5 Important #DF18 Keynotes

The Fourth Industrial Revolution is changing the technology we use for work, how we do business, and how ultimately we connect. At Dreamforce 2018, Trailblazers across the world learned about the latest innovations in the Salesforce ecosystem. Here are a few of the keynotes that caught our attention. Reimagine the Customer Experience with a 360° […]

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