Salesforce

Whether you are thinking about implementing a Salesforce solution or expanding upon the Salesforce solution you already have, there are several factors to consider when selecting the right company to partner with: 1)     Do they have extensive experience implementing a Salesforce solution with companies in your industry? 2)     How knowledgeable are they building and deploying […]

Marketing automation is helping companies meet the challenges of today’s business realities ─ breakneck pace, savvy buyers, overwhelming amount of media channels and intense pressure to continually demonstrate value. Leveraging smart tools in strategic ways to set your brand apart from the rest is not an option, it’s a business imperative. Automating the end-to-end marketing […]

Healthcare organizations must comply with complex medical coding and billing rules, along with HIPAA (Health Insurance Portability and Accountability Act) privacy and security regulations. Healthcare data, including Protected Health Information (PHI), must be kept secure, confidential, and available only to authorized users, traceable, reversible and preserved for long periods of time. The right cloud solution for a […]

We have said it before, but with the unveiling of Salesforce1, it’s the perfect time for a reminder about the three pillars of CRM User Adoption success: people, process, and technology.  With the launch of Salesforce1, there’s no question that salesforce.com nails these three drivers.  There are several components to user adoption success, but the […]

Looking for ways to make your Salesforce Community work better for you and your customers and/or partners? Try using Salesforce Visual Workflow to capture data from your customers in a more visually appealing way. The end result? Happier customers/partners and better quality data. Here are three great ways to improve your Salesforce Community user experience: […]

Strong user adoption is key to the success of any cloud-based CRM system. Attaining it requires a deep understanding of the three pillars of adoption – people, process and technology – and how they influence CRM success. With more than 3,000 successful cloud computing engagements, Perficient knows that without optimal alignment of the three pillars, […]

Chat is one of my favorite channels of support. Think about it from a customer’s perspective. What is the easiest way to get one and done support? Voice support is quick, once you get past the IVR prompt and holding queue. Social channels can be limiting based on #characters and can take time to turn […]

Salesforce is rolling out many new features for Collaborative Forecasts in Winter ’14, removing most of the reasons to look at the more established Customizable Forecasts. With all these changes, is Collaborative Forecasts always the right option? Ask yourself these five questions to determine which kind of Salesforce forecasting is right for you. Do you […]

Admins, Support Managers, and Agents rejoice! The Spring ’14 Release is PACKED with Service Cloud goodness so I wanted to share my picks for the most interesting/useful features. Of course, you can also read through the entire 325 pages of Release Notes if you love geeking out on new features like I do. Business Hours […]

One of the key differences between the original Salesforce portals and the new Salesforce Communities is that your customers and partners have the ability to Chatter with your company, introducing great rewards if properly managed. Here are some tips to get the most out of Chatter in your Salesforce Community: Don’t just turn it on. […]

It’s been 2+ years since Salesforce.com acquired Activa to gain a foothold in the chat support channel. 2013 has seen a number of enhancements introduced into Salesforce’s Chat offering that make Live Agent a contender in the enterprise Chat support space. Here are 5 reasons why: Integrated Solution :: fully integrated chat solution with CRM […]

Get 2014 off to a great start with these Service Cloud Enhancements. Perficient Service Cloud experts developed this  list to help clients hone in on the features and functionality that can help boost your Customer Service performance.   #1 Console for Service Cloud If you’re in a fast-paced environment, the enhanced Console helps you locate, update, […]