Skip to main content

Salesforce

From Customizable to Collaborative Forecasting

  When Salesforce introduced Customizable Forecasting we saw an amazing tool for sales teams to communicate essential views on their opportunities to management. It allowed sales reps to paint a clear picture of the numbers based on their real-world experience that was previously lost within the rigid confines of system-defined parameters. Having this ability within […]

Real-Time Integrations Are Easy in Salesforce

No secret or surprise that Informatica and Salesforce have been closely aligned and work very well together. Both are cloud solutions which free you from having to manage on-premise networks and access to your business. The ability to schedule jobs and easily identify the changes and connectors for all major data applications means that it […]

3 Elements to a Successful Salesforce Sales Cloud Rollout

  Introduction All companies have a sales system to monitor and manage their leads and future opportunities.  Some companies have simple systems including spreadsheets or even, old school, black books. Other companies have, or plan to have, a sales force automation (SFA) tool like Salesforce.  Once you have purchased the Sales Cloud platform from Salesforce, […]

Fireside Chat: Apollo Endosurgery’s Rx for Cloud Success

  The life sciences and healthcare industries are no exception to the rise of the “Connected Customer” and the next wave of opportunities are at hand. Patient/physician engagement, agility, regulatory requirements, and product development are just a few of the business challenges these industries face. As a result, successful companies are turning to the cloud to respond to near-term challenges, develop long-term […]

5 Must-Have Features in a B2B Marketing Automation Platform

  In our Marketing Cloud blog series, we’ve discussed two of the five W’s (Why and the Who) of marketing technology. Today we’re going to answer the question: What capabilities do I need in a marketing cloud? In response to the evolving role of marketing, a growing trend in the industry has led to the […]

Digital Transformation and the Salesforce Service SOS Feature

Businesses are undergoing digital transformation in many different areas of their business – operations, finance, supply chain, support – and mobile is at the heart of almost every initiative. The number of mobile apps in the market continues to grow. In the area of support, digital transformation is forcing companies to rethink customer service and how […]

Salesforce: The Secret to Tracking User Adoption

How are you measuring user adoption in Salesforce? Can you use Google Analytics to do it? Good news – absolutely. Picture it. The big moment has arrived. You’re so excited about rolling out Salesforce to your users. Months of hard work have been spent getting ready for this day, and you know your users are […]

Understanding the 5 W’s of Marketing Clouds – The Who’s Who

  In the previous Marketing Cloud post in our blog series, we looked at answering the question “why”. This question is the most critical to ask as part of the information gathering process for building out your organization’s marketing technology stack. Once you understand what the business drivers are and why they are important to […]

Understanding the Five W’s (and One H) of Marketing Clouds

  Marketing technology (martech) is all the rage right now in the enterprise software market. In a TechCrunch article last Friday, IDC estimated $32.4 billion in marketing technology spending by 2018, growing at a 12.4 percent CAGR. Before I go any further, it’s important to understand the difference between marketing technology and a true marketing […]

Salesforce Teases ‘Omni-Channel Service’ with Latest Release

  With Spring ‘15 just released, it is a great time to highlight some key changes in production instances relevant to your business. Salesforce.com is adopting the phrase “Omni-Channel Service” as a theme for the upcoming Summer ’15 release of Service Cloud. The evolution of service channels for most contact centers has evolved rather significantly […]

Sales Intelligence impact on bottom-line…

In my earlier blog, Salesforce and Predictive Analytics, I was making a point why Salesforce has taken a keen interest in predictive analytics software.  Salesforce has turned the market inside out by taking the complexities of IT and infrastructure delays, and not to mention out-of-the-box implementation features, easy enough for small companies to implement with minimal budget and external help. […]

Salesforce and Customer Master

Salesforce is a boon for companies which can’t take a number and wait for IT to prioritize the implementation. However if adequate data architecture planning is not done, it can end up as a siloed application with Data Quality issues. Many companies don’t have the time to engage the Enterprise team for CRM implementation besides […]

Load More