Salesforce

Delivering a deal registration process has been a top 3 reason companies choose to implement Salesforce Partner Relationship Management (PRM). But like many things in Salesforce you have a variety of implementation approaches to consider. Where do you capture deal registrations? Leads Opportunities Custom objects The answer is: it depends. There are a number of factors […]

Perficient is incredibly excited to see the continued investment salesforce.com makes in Salesforce Chatter, Salesforce Service Cloud, and the Force.com platform. These innovations provide our customers new ways to engage with employees, customers, partners, and the public at large. What does the announcement of Salesforce Chatter Communities have on the future direction of the Salesforce Customer Portal and Salesforce Partner […]

If your organization is considering marketing automation, make sure your solution includes these five essential capabilities that are considered the DNA of marketing automation.   1. Aggregate Information Marketers collect data from all over the place: websites, social channels, e-mails, registrations, chats, call centers, and more. The challenge is making use of this data by […]

Enterprise social networks have been a welcomed innovation that gives companies the ability to improve how they engage with their employees, customers, and partners. When these networks are truly integrated within business applications, where people actually do their work, this is simply more than a new feature. It represents a fundamental shift from a record centric […]

More and more companies are deploying marketing automation. Should yours? The need has never been greater. Campaigns cross multiple channels, customers learn about products and companies in a variety of ways including social media, marketers face pressure to track results and demonstrate ROI—marketing is a lot more complex in the digital age. Therefore: marketing automation. […]

We’ve written a lot about Salesforce Service Cloud and service cloud trends in our blog this year. As we wind down the year and with many more service cloud implementations under our belt, we continue to see an unmistakable trend in how customer issues are resolved. The change is due to the parallel forces of […]

When salesforce.com first released Chatter in 2010, the message was largely “just turn it on” and adoption will automatically follow. However, many companies who implemented this way did not always get the full benefit they expected. There is good news. At Dreamforce 2012 salesforce.com announced an implementation methodology called ENGAGE to help customers achieve the […]

Let’s review some more of the features you can request for enablement via Salesforce Customer Support. You “Open a Case” via the Salesforce Help & Training Portal, signoff on the conditions and/or consequences of the feature enablement, and voilà…you have a new feature enabled in your Salesforce org! See the full list documented by Salesforce […]

You are probably already aware that features such as Multi-Currency, Person Accounts and Territory Management must be enabled via request to Salesforce Customer Support.  You “Open a Case” via the Salesforce Help & Training Portal, signoff on the conditions and/or consequences of the feature enablement, and voilà…you have a new feature enabled in your Salesforce […]

Social and Marketing Are Made for Each Other What exactly goes on at the intersection between marketing and social? And why has it become so important to B2B companies? The answer has to do with capturing and using valuable social data to a gain competitive advantage. Let’s set the stage first. Some of you may […]

With the enormous growth in social media as a marketing channel, many companies have rushed to embrace social technologies, sometimes without taking the time to think strategically. They establish and promote their presence on Facebook, Twitter, blogs, YouTube and other social channels, and then receive back a flood of data in terms of likes, mentions, […]

Dream Team… Assemble in the Cloud! It’s finally come and gone! After months and weeks of buildup, including my own running buildup to the event, Dreamforce was wonderous week! This is an exciting time! I got to hang with almost twenty of my colleagues as a team. No small feat considering we’re coming from all over North America, spanning multiple time […]