Salesforce

Dreamforce 2019 is officially underway! It’s always one of the biggest events of the year in San Francisco, packed with energy, innovation, announcements and plenty of parties (not to mention, thousands of people who should have worn more comfortable shoes).  So what’s all the buzz about anyway? To kick off this year’s event, Chairman and […]

One of the benefits of working with Amazon Connect is its ability to integrate with third party platforms, such as Salesforce. The Amazon Connect CTI Adapter is a browser-based Contact Control Panel (CCP) that integrates with the Salesforce CRM. First released in 2017, the adapter enhances the functionality across both platforms, providing a more robust […]

MuleSoft’s Anypoint platform is a robust system to help both in creating and leveraging connections between separate systems. This can, in effect, create an “application network” where previously unconnected sources of data come together to meet your business’s needs. (By the way, if you’re not familiar with MuleSoft yet, you can learn more about the […]

As a Salesforce Gold Partner, we love to work with the whole gamut of Salesforce solutions. In particular, many of our technical consultants specialize in Marketing Cloud, Sales Cloud and Communities (among other things). Communities happen to be one of my favorite offerings to work with and implement. They’re rich in features, and they can […]

A day hardly goes by without a news headline related to massive changes in retail. Businesses are rapidly evolving to meet the growing list of customer expectations. And those that don’t are failing fast. How are these shifts affecting business-to-business retailers and buyers? Here’s our take on five key things you should know about B2B […]

Salesforce Marketing Cloud is a powerful digital marketing tool with many capabilities. But with so many features and possibilities, it can be hard to know where to start when it comes to implementation. Use this quick checklist to ensure that your organization is set up for success: ✓ Know it will take time and you […]

Typically, a community is defined as a unified group of individuals. When it comes to business and marketing outcomes, the word “unified” is the most important part of that definition. You want to be unified in your goals. Unified in product and brand strategy. Unified in the desire and passion to grow your customer and […]

Marketing Cloud has emerged as a powerful solution for delivering personalized, cross-channel customer engagement at scale. As a Salesforce Gold Partner for more than a decade, we have the privilege of guiding clients through every step, from strategy to implementation.  Top 10 Tips & Takeaways New to Marketing Cloud? Or have questions about putting it […]

In today’s world, people expect to have data, information and tools at their fingertips. If you’re in the manufacturing or automotive industry, your channel partners (a.k.a. dealers or distributors) are no different. They want immediate access to data, such as leads, conversions and KPIs. They want to be able to find blog posts, product information […]

Want to connect all of your marketing data in one place in real-time? Attribute revenue directly to campaigns? Or simply make more data-driven decisions? Come learn more about Datorama, the AI-powered marketing intelligence platform serving some of the world’s biggest brands like IBM, Trivago and many more. Eric Dukart, practice director at Perficient, will explain […]

Marketing Cloud is a powerful and complex tool, but there are a few things that make it stand out as a premier solution for digital marketing. Here’s a closer look at what you need to know.  The Top 4 Features of Marketing Cloud 1: Marketing Cloud Connect Creating a powerful connection between other Salesforce Clouds […]

You’ve made the commitment to show measurable results from your marketing efforts. You know there’s value in making data-driven decisions. And maybe you’ve heard that Datorama can help. So … now what? We all know that technology can only take things so far. To maximize the value of your marketing ROI measurement, you need a […]

We all know the importance of measuring ROI and making data-driven decisions. The concept is simple. The execution, on the other hand, is easier said than done. The challenge isn’t a shortage of data. As a marketer, you’re likely sitting on a pile of it. But typically, this data lives all over the place, including […]

Vlocity, a Forbes Cloud 100 company and strategic Salesforce ISV, provides industry-specific cloud and mobile software that embeds digital, omnichannel processes for customer-centric industries. Vlocity’s cloud and mobile applications transform customer processes and experiences in the communications and media, insurance and financial services, healthcare, energy and utilities, and government and nonprofit industries. A Disjointed Community […]

Carrix, Inc., operates more cargo terminals than any other company in the world. With marine terminal and rail yard operations in more than 250 strategic locations around the world, Carrix is unmatched in skill, experience, and productivity. No Community = No Connection With operations across five continents and a vast network of interconnected transportation solutions, […]

Salesforce is known to open up doors, not just for the people using the technology at organizations, but also for the people managing it. As a proud Salesforce Admin or Salesforce community manager, make the most of your position! Salesforce (and their partners) offer a lot of opportunities to develop your personal brand and engage […]

Three Perficient Trailblazers Share Why They Love Salesforce and Trailhead We are here to dispell the myth: Salesforce is not just for sales folks and Trailhead is not just for Salesforce folks! As we continue to expand and develop our own Salesforce org at Perficient, people all across the organization are getting a more up […]

Implementing New Tech for Financial Services The financial services industry has a few extra things to look out for when implementing new technology than other organizations. Between evolving regulations and compliance requirements, having a tool that can grow with you is increasingly important, especially when everything seems to be moving to the cloud. Creating an […]

Neil Kostecki, a Senior Product manager with Coveo, spoke about how Coveo is powering customer service with AI-Powered Service. Coveo for Salesforce is a specialized version of Coveo’s search and knowledge intelligence platform that integrates directly into Salesforce Service Cloud.  This product allows service agents to quickly find knowledge articles relevant to satisfying a customer’s […]

“Becoming Perficient.” That phrase has made its way into a lot of conversations in hallways and IM chats around our offices over the past 10 days. Learning that your company – a company that you are excited and proud to be a part of – has been acquired is a big deal. It’s suddenly an […]