Salesforce

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 […]

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 […]