Salesforce

I don’t know about you but I would love to go back to high school and change a few things! On a recent client discovery interview, a successful Financial Advisor made the following statement about her frustration with the Salesforce Classic Interface: “There are just way too many clicks!” I chuckled and said, “In many […]

As we discussed in Part 1 of this post, today’s customers are no longer just seeking products. They want relationships with brands, built on trust and two-way communication. And for most companies, that means it’s vital to turn every touchpoint along the customer journey into an exceptional one. But where do you start? Here are the […]

Break these rules and suffer the consequences! If you do not have clearly understood requirements and logged defects, you will spend countless hours debating over what is in scope, what is not in scope, what defect should be fixed and what defect should be backlogged and pushed to a later sprint. One defect, discovered recently […]

Online security vulnerability is a threat every business faces. Our client, Tenable, is a creator of platform cybersecurity software and protects the connected devices and computer platforms of 24,000 organizations around the world. While serving 50% of the Fortune 500, government agencies, and other organizations across private and public sectors, their loosely branded, inflexible customer community was […]

First Things First: Redefining CX What do we mean exactly when we talk about customer experience (CX)? Think of CX as every interaction that a customer has with your business. That may include: Face-to-face Website visits Customer communities Online chat with a customer service representative Mobile apps Display ads Social media And more There’s a […]

Self-service. Gas. Movie rentals. Restaurant reservations. Shopping. Ordering. Shipping. Self-service plays an active role all across our consumer lives, however, some businesses are slow to catch on, leaving client and buyers’ expectations shattered. If you understand this but need help getting that stakeholder buy-in, use these tips from our experts on techniques to gain their attention […]

Active communication is a vital component to a successful technology implementation, and speaking the same language (figuratively and literally!) helps keep all members of a team on track. To ensure you (and your team) are on the same page when discussing your Salesforce Community, use this glossary of key Salesforce Community Cloud terms and their […]

Go Totally Mobile on Salesforce – Well, Almost It might seem like a dream come true to have a deployed support team in the field, armed with iPad in hand, ready to service all those cases rolling in. But, without the laptop, those truly mobile professionals just might not see what they should be seeing […]

Does Your Company Culture Need Some TLC? Wondering what’s the one thing those three iconic individuals have in common? Keep reading… One reason behind Salesforce’s success is the Ohana, or the Salesforce community of Trailblazers. The same way Jimmy Buffet has “Parrotheads” or Justin Bieber has “Beliebers,” your company can have their own tribe of […]

Still on Salesforce Classic? It’s OK. We understand. According to Salesforce, Lightning is “a quantum leap forward in functionality, usability, and speed for every user including admins, developers, and executives.” Making the move to Lightning isn’t as easy as the flip of a switch, but it’s becoming more and more necessary with each Salesforce release. Sales Path, […]

Why Guess at User Trends? With advancements in technology paired with our everyday consumer experiences, today’s user trends are in constant flux. When the technology that’s supposed to help us doesn’t, it’s frustrating, and even with the most successful projects, your users are going to have questions. Identifying the reasons behinds user trends can sometimes […]

Artificial Intelligence is becoming an increasingly present technology in our personal and professional lives and is a term sales teams are hearing and saying a lot more of lately. The days of laughing off “that Terminator-technology” are long gone as businesses and consumers alike are adopting it for the value it brings. How sales teams […]