We help manufacturers get the most out of their partner channel. And in this blog series, we’re sharing practical ways to improve partner performance. In my first post on lead follow-up, I touched on setting expectations – and following through – with your partners. In part 2 below, I’ll drill deeper into that idea. Let’s Start with […]
Salesforce
4 Ways to Improve Lead Follow-Up with Your Partners (Partner Channel Series: Part 1)
Partners play a critical role in your success as a manufacturer. And you want to work with the ones who have a vested interest to represent and sell your brand well. After all, you’ve invested time, energy and dollars to build effective partnerships that benefit both your organization and theirs. But how do you know if you […]
Lightning Bolt Templates: Creating, Packaging & Troubleshooting
As of Summer ’17, Salesforce released the ability for users to export their communities as a packaged solution, allowing quick creation of new communities or packaging for distribution on the AppExchange. What is Lightning Bolt? Lightning Bolt is a new metadata type that includes most everything in your community: themes, CSS, Lightning components, page layouts […]
Perficient Cited in Vendor Landscape Report: Salesforce Implementation Partners from Forrester
We’re honored to be included in the September 2017 Forrester report “Vendor Landscape: Salesforce Implementation Partners.” The report highlights “changes in the market in the past two years and overviews the top Salesforce services partners in 2017.” Why We Were Recognized & What It Means to You Since 2009, we have delivered successful projects in […]
How to Conquer Artificial Intelligence with Salesforce Einstein
With the artificial intelligence (AI) dream becoming more and more of a reality every day, Salesforce users will have a plethora of new ways to utilize Salesforce’s Einstein AI. “Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes the Customer Success Platform smarter and brings AI […]
Top 5 Winter ’18 Community Features to be Excited About
It’s that time of year again, pumpkin spice starts to invade your food and drinks and Salesforce begins their Winter release process. Even though it’s still early and many new features are in preview or beta, I’m really excited about seeing these live in Lightning Communities! There’s quite a bit of new features coming to […]
3 Tips & Takeaways for Creating Your Lightning Bolt Solution
Lightning Bolt, the new Salesforce framework for deploying next generation communities and portals, is going to make standing up industry-specific applications very efficient. When a Lightning Bolt solution is installed, it is then available as a template when a new community is created. Selecting it is as easy as selecting the Customer Service (Napili) Template. […]
How to Use SLDS Design Tokens in a Custom Lightning Community Theme
Have users who want to customize branding, colors and buttons in a Lightning Community? Design tokens are the key. The brand panel in Salesforce Community Builder is equipped with five standard palettes and six color swatches to customize them. Using Lightning design tokens, we can tie these color swatches into a custom Bolt theme, giving […]
Salesforce Community Branding and UX Design Tips
Beyond a customer’s perception of your company’s products and services, your brand identity and experience go hand-in-hand with every interaction they have – across marketing, sales, and service – with every touchpoint serving as an opportunity to further engage your customers. Your new Salesforce Lightning Community should not be an exception to this rule. A […]
Creating Responsive Communities with Salesforce Lightning & Community Builder
Why is a responsive community so important? Well, it depends who you ask and what they do. From a technical mindset, the answer is pretty clear based on today’s users and their preferred devices. Mobile design is the new standard. So why is it still so painful to develop a community with a mobile experience that rivals […]
Make Customers Fall in Love with Your Self-Service Community
Does a Secret Formula for Self-Service Success Exist? While customer service is not rocket science, customer self-service is definitely an art form that takes some time to truly master. It’s not as simple as waving your magic wand, and it definitely comes down to more than just implementing the right online community platform. From the […]
Tailor Your Salesforce Community with Custom Theme Layouts
One of the biggest pain points of Salesforce Community templates we heard from our clients was that they didn’t want it to look like a “template” community. With the Winter ’17 release came custom themes, allowing admins and developers to create a custom branded community all while still being able to leverage Salesforce’s standard and […]