Salesforce

Generally colocation is perceived that having your Salesforce consultant team onsite will result in a higher quality set of deliverables or go to production faster. Project sponsors and leads can validate work in real time, and gain confidence that the project is moving forward in the direction that they envision. But is that really true? […]

What’s the key to maximizing revenue for most organizations? Aligning marketing and sales efforts, particularly when it comes to lead management. The Power of Pardot That’s why Salesforce has made sure that its marketing automation platform, Pardot, integrates closely with the Sales Cloud platform. Thanks to this seamless integration, sales teams who work primarily within […]

We understand how busy life is and how tough it can be to keep up with everything in the Salesforce world. We have produced a weekly email digest that delivers a snapshot of our best content right to your inbox every Sunday evening. To sign up simply provide us with your email address using the form at the bottom […]

Next year is shaping up to be a disruptive year in the partner program world as the impact of digital transformation runs deep within the walls of the sales organization. To thrive in a competitive channel partner landscape in 2016, we firmly believe organizations are being forced to think about and do three fundamental things: adopt a digital-first mindset to rethink the partner […]

If you haven’t had a chance to see it or try it, you should immediately sign up for a developer org and see what all the fuss is about. What exactly is Lightning Experience? Lightning Experience is a next generation Salesforce UI that delivers many new features to benefit sales teams of all sizes. Salesforce […]

The main goal of any business should be to connect and engage with customers in a meaningful way. That starts with understanding your customers’ behaviors and expectations. The next step? Translate that understanding into experiences customized for each member of your audience. Remember, every interaction is an opportunity to gain insights, build relationships and engage […]

  When deciding to rollout Salesforce, you probably went through the typical business case or business planning process.  This included looking at factors like the political, economic, financial and social ramifications of the move to a cloud platform with incredible capabilities to transform your business.  That said, when you’ve reached the final rollout, how closely […]

  While implementing Salesforce at a large cross-section of clients in different industries, we often get the common question of what our “best practice” is and what our “best approach” is to address a company’s unique situation.  So, why is it that every time a client says, “We want best practice for X solution”, we often […]

What do I love about working at my company? The tough challenges that our clients bring us, not to mention the way we challenge ourselves. Around here, we’re all obsessed with quality and the drive to make our clients heroes in everything we do. And as a Systems Architect, that means I get to do […]

On Oct. 9, Perficient colleagues Mary Jo Schweitzer, email marketing manager; Elizabeth Dias, senior Salesforce marketing manager; and I gave a presentation at the Salesforce User Group Meeting held at World Wide Technology in St. Louis, Mo. The presentation was framed as a ‘fireside chat’ with Perficient’s Marketing and Demand Generation teams. Our goal was […]

Since the Salesforce Winter ’16 release notes came out in late August, we have seen customers eager to use the now extensible Napili template in the Salesforce Community Builder. Why? It offers companies a way to quickly setup an attractive, engagement-centric self-service community that is built on the modern Lightning framework and it is fully […]

The Power of the Journey A customer journey is really two things for marketers: A plan to engage customers along a marketing pathway A picture of what activities the target audience does and when they do them Sounds simple, right? But it’s fueled by a lot of variables working in harmony. The Importance of Alignment Elements like technology platforms, qualitative […]