Salesforce

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 […]

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 […]

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 […]

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” […]

Do You Need a CPQ Solution? In the B2B world, when time truly does equal money, slow lead response time and the inability to provide timely accurate quotes directly affect the win rate. Why CPQ? Configure, Price, Quote (CPQ) solutions, like Salesforce CPQ, help you develop accurate quotes with the right products and pricing and […]

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 […]

This week in Orlando, FL, #HIMSS19 brings together more than 45,000 health information and technology professionals, clinicians, executives and vendors from around the world. Agency over your own healthcare data was a running theme in the HIMSS 2019 panel session  titled “Personalized Patient Relationships and Connect Care Journeys.” Ashwini Zenooz, Senior Vice President and General […]

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 […]

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. […]

The MicroStrategy World 2019 agenda is out and it’s time to start planning your conference schedule (it’s easy with the MicroStrategy mobile app). Among the many can’t-miss sessions, there are two customer sessions you should make time for: AllianceBernstein and UBS. These two key customers will share the innovative ways they have transformed their organizations […]

Using CPQ for a Smoother Sales Process Configure Price Quote (CPQ) software and its strategies in the current market continue to evolve and bring greater precision, accuracy, speed, and improvement in every aspect of sales cycles, from product pricing to complex product configurations. CPQ tools offer greater insights into your customers’ needs and enable them […]

The Evolution of CPQ Configure Price Quote (CPQ) has been around for a long time.  Product configuration and pricing were part of several homegrown ERP/MRP systems since the 1980s and has become more mainstream with the introduction of CPQ-focused software since the beginning of this century. CPQ is a big growth area in the software […]

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 […]

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 […]

You may have heard that in December 2018, HCL Technologies agreed to acquire several software assets from IBM, including Lotus Notes, Domino, IBM Portal and IBM Commerce. These have all been long term investments by IBM and have had strong customer support for many years. What many people don’t know is that IBM has been […]

Several releases back, Salesforce introduced new productivity tools to help users with their repetitive tasks. The one we are featuring here is quick text; the other is Macros, which we’ll explore on another blog. Quick text allows users to insert a standard comment or note on a record to answer common questions or record quick […]

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 […]

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 […]

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, […]

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 […]