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 […]
Salesforce
The Future of AI-Powered Service with Coveo for Salesforce
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 […]
Sundog Becoming Perficient: From 100 to 3,500 Teammates
“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 […]
Six Reasons Clients Love Salesforce Community Cloud [INFOGRAPHIC]
While there are way more than six reasons to love Salesforce Community Cloud, here are the top six reasons that keep coming up again and again with our customers. In addition to increased loyalty and increased retention, Salesforce Community Cloud opens up a world of connection to the different stakeholders your business interacts with. To […]
Welcome to the Collaboration Economy. Is Your Business Ready?
From Sharing Economy to Collaboration Economy Whether you’ve booked a rideshare car service, stayed in a stranger’s empty room on vacation, or found Fido a new home away from home, there’s a good chance you’ve witnessed the sharing economy. It’s this growing business trend that is beginning to impact the way businesses run for not […]
Strengthening Our Salesforce Capabilities with Sundog Interactive
Today, Perficient announced it is planning to acquire Sundog Interactive, an award-winning marketing and technology consulting firm that delivers Salesforce solutions to the world’s leading manufacturers. Sundog Interactive’s marketing strategy, data and insights, and technology integration services are highly complementary to Perficient’s end-to-end digital transformation offerings. By adding their specialized Salesforce capabilities aimed at accelerating […]
The Secret to Functional, Collaborative Salesforce Communities
Vlocity is a San Francisco-based company that delivers industry-specific cloud and mobile software that embed digital, omnichannel processes for customer-centric industries. They are also a Strategic Partner to Salesforce and have many tools developed to help their customers and partners drive results and ensure success. However, Vlocity’s VisualForce community lacked engagement and was difficult to […]
Change Management Lessons for Salesforce Financial Services Cloud
Bringing new technology to a team is always going to bring a set of challenges. As humans, we are creatures of habit, but we also have the ability to understand the logic behind adapting to the needs of the future. When the Dark Cloud of Change is Already Looming For any business to succeed long-term, […]
Struggling with Salesforce Adoption? Here’s Why
Organizational Change Management (OCM) has a profound impact on the probability of staying on schedule and on budget, resulting in a higher benefit realization as well as greater ROI. The OCM advisory firm Prosci estimates that two-thirds of all enterprise-level projects fail to meet business objectives and ultimately bring little or no ROI due to […]
3 Ways Self-service Communities Bring In Profit Past Support
Self-service communities open the Salesforce platform up as a place to do business with your customers, past just providing support. Saving Human Agent Time = Saving Company Money Implementing a self-service community is an easy recommendation when customer have questions like, “How do I reduce support or call center costs?” or “I’m concerned about agent […]
Three Salesforce Pranks for Admins to Own April Fool’s Day
The Office Prank Landscape is Changing While typical office pranks include filling a room with balloons (awful for the environment), a cup of water spilling when the door opens (this can ruin a cellphone), or wrapping a carrot up as a Tootsie Roll (just cruel, Dawn), Salesforce Admins have a whole other playing field to […]
Salesforce Employee Community Builds Culture for SSA Marine
Building Culture Through an Employee Community SSA Marine, a wholly owned subsidiary of Carrix, Inc., operates more cargo terminals than any other company in the world. As Carrix was seeking to modernize their operation, they knew investing in technology would set them up for the best long-term success. After a successful Sales Cloud implementation with […]