Salesforce

There’s a lot of excitement about the new release of the Journey Builder in the ExactTarget Marketing Cloud. It enables marketers to easily visualize and manage a “customer journey” at every possible touch point. The Journey Builder’s drag & drop visual segmentation approach is designed to enrich customer experience—depending upon behavior—for greater engagement. The real […]

I recently blogged here about the top three reasons that you would consider enabling Territory Management 2.0, a Beta feature that Salesforce release this summer that can be enabled in place of the original Territory Management. While it offers some very exciting features, there are three limits that every organization should be aware of before […]

Having worked with clients across industries and around the world – one thing about customer service is clear: the more you know about your customers and their experience, the better you can anticipate and serve their needs. I’m sure you’ll agree that as a customer, it feels good to be acknowledged by name and appreciated […]

In Summer ’14, Territory Management 2.0 became available through a Beta program. It is an exciting offering, but still has some limits to consider before making the switch from the original Territory Management. Here are three reasons why you might want to consider using Territory Management 2.0. Our Favorite Features: Maintain multiple versions of your […]

Well, it’s official. With the Salesforce Summer ’14 release, Collaborative Forecasting is all grown up and has far surpassed its predecessor, Customizable Forecasting, in terms of functionality delivered. Where the old Customizable Forecasting really fell short was in organizations that had a team selling environment. If you wanted to split credit for a deal between […]

  Many organizations need to setup relationships between objects in Salesforce.  In doing so, a choice must be made between a “Lookup” relationship and a “Master-Detail” relationship.  I’m often asked about these options, and how to decide which one is needed. Ask yourself these questions about your requirements: Do I want the visibility and edit-ability of my child object records to be […]

I recently discovered a new, and potentially very powerful use for a hidden gem in the Salesforce Sales Cloud platform.  Many organizations who have Enterprise edition of Sales Cloud are not utilizing the Visual Workflow tool.   This “hidden gem” lets business process designers build visual flows which can, for example, serve as scripts for insides […]

Inside sales seems to be an ever-changing role in companies, and there never seems to be an absolute way of finding new opportunities.  However, one of the most important parts of being an inside sales rep, is always having a full lead queue.  This can be done in a number of different ways, but one […]

Healthcare reform has caused the health insurance environment to become increasingly complex and competitive. This reform is driving the business-to-consumer shift with healthcare insurance exchanges creating a competitive environment that is impacting member retention. In order for health plans to be successful, they must have the right tools in place to manage potential growth and […]

It was inevitable, as salesforce.com continues ramp-up its vertical strategy, new industry specific solutions continue to emerge. A recently announced partnership with Philips moves saleforce.com further into the healthcare industry. Salesforce.com and Philips joined forces to provide a solution which lowers costs for physicians and provides better treatments for sufferers of chronic conditions. The new […]

I thought I’d share how Perficient has helped one of many businesses in the Travel Industry move full-steam ahead with its worldwide agency network. To increase market share, drive new business, and improve communications and process efficiencies, one of the largest cruise ship lines in the world embarked on an initiative to implement a standard […]

The “Google Search Appliance (GSA) combines the search expertise of Google with features that meet today’s business requirements.” When the GSA is integrated with the Salesforce ServiceCloud, users are able to quickly find people, businesses, products and random assorted words they were never able to find before. Here’s our Service Cloud and Community Practice lead, […]