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Upgrading to Salesforce Communities

With over 800 implementations across 7+ years, it’s safe to say that we’ve had great success implementing Partner and Customer portals for our clients. We’ve been urging many of these happy portal clients to start thinking about how they will use Salesforce Communities (generally available since Summer ’13). Common questions we’ve heard so far are, […]

Salesforce Winter ’14 Release – Top 5 Communities Features

The Salesforce Winter ’14 Release is coming up this month, but in case you haven’t had the time to read through all 309 pages of the release notes yet, we’ve put together our top picks for Communities (see  our post on Service Cloud features as well). Read on for our highlights!

Salesforce Winter ’14 Release – Top 5 Service Cloud Features

The Salesforce Winter ’14 Release is coming up this month, but in case you haven’t had the time to read through all 309 pages of the release notes yet, we’ve put together our top picks for Service Cloud (see our post on Communities features as well). As usual – we had a hard time narrowing down our top […]

Optimizing the Salesforce Service Cloud

View our complimentary on-demand webinar as we share how you can boost your Contact Center’s performance with Instant Insights™ — a Contact Center solution that brings together real-time performance analytics of your Salesforce Service Cloud and CTI. Stop listening to random calls and address the issues that are holding your Contact Center back from providing […]

Eight Items to Include in Your 2014 CRM Budgeting Process

For many companies, investing in cloud-based CRM is a key component of their budgets. According to Gartner, cloud and CRM will drive enterprise software spending in 2014. Forty percent of CRM systems sold in 2012 were cloud-based software-as-a-service, with Salesforce.com the leading vendor having 14 percent market share. But what exactly will your company be […]

How to Shape the Social Media Conversation

Customers in both B2B and B2C markets use social media to learn about new products and to follow the brands they are loyal to. In turn, marketers are building their Social presence and attempting to connect with customers and prospects on social networks. The first rule of social engagement is to listen and learn. Many […]

Should Marketing Take a Summer Vacation?

Some marketers think that dollars budgeted for marketing programs during summer months are dollars better saved for the cool and cloudy days of another season. They reason that their customers and prospects are either 1) out on vacation; 2) cramming at work getting ready to go on vacation; or 3) buried because they’ve just come […]

Best Practices for Setting Up Salesforce Communities

Communicating effectively and efficiently with Customers and Partners is easier than ever with Salesforce Communities.  Communities can be established to meet many objectives and goals for marketing, sales, and service. But in order for your Communities to be successful, they require actively engaged members. Here are a few best practices and tips to ensure that […]

Why Attend ICMI’s 10th Annual Contact Center Exhibition (ACCE)?

Part of the fun of owning Service Cloud Strategy at Perficient is getting to participate in industry events and conferences. We like to stay on top of innovative trends in the industry at large, not just the Salesforce ecosystem, because it’s critical to the success of our clients. Learning and sharing are part of our […]

Live Agent – Getting Started and Best Practices

Live Agent as a product is easy to configure, but rolling out chat takes time and planning, though, especially around customer experience. Whether you’re thinking about it for the first time or looking to improve your existing chat solution, we’ve put together a short guide to get you started.

Customer Engagement: Not Just the Latest Buzzword

Type “customer engagement” into Google and you get almost 75 million results. The concept of customer engagement is not just the latest buzzword, but rather represents a transformative industry trend. What does customer engagement actually mean? There are plenty of definitions out there. But let’s look at this from a customer point of view—because one […]

The Cloud Covers All Industries, Every App—and Your Customers

Whatever industry you work in, whatever your department or area of expertise, cloud computing has established its presence. From retail to banking, from travel & hospitality to healthcare, organizations are using the cloud. And businesses are implementing cloud applications in functional areas from sales & marketing, to human resources, accounting, and enterprise resource management. Growth […]

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