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Change Management Lessons for Salesforce Financial Services Cloud

Bringing new technology to a team is always going to bring a set of challenges. As humans, we are creatures of habit, but we also have the ability to understand the logic behind adapting to the needs of the future.  When the Dark Cloud of Change is Already Looming For any business to succeed long-term, […]

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Struggling with Salesforce Adoption? Here’s Why

Organizational Change Management (OCM) has a profound impact on the probability of staying on schedule and on budget, resulting in a higher benefit realization as well as greater ROI. The OCM advisory firm Prosci estimates that two-thirds of all enterprise-level projects fail to meet business objectives and ultimately bring little or no ROI due to […]

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3 Ways Self-service Communities Bring In Profit Past Support

Self-service communities open the Salesforce platform up as a place to do business with your customers, past just providing support. Saving Human Agent Time = Saving Company Money Implementing a self-service community is an easy recommendation when customer have questions like, “How do I reduce support or call center costs?” or “I’m concerned about agent […]

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Three Salesforce Pranks for Admins to Own April Fool’s Day

The Office Prank Landscape is Changing While typical office pranks include filling a room with balloons (awful for the environment), a cup of water spilling when the door opens (this can ruin a cellphone), or wrapping a carrot up as a Tootsie Roll (just cruel, Dawn), Salesforce Admins have a whole other playing field to […]

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Salesforce Employee Community Builds Culture for SSA Marine

Building Culture Through an Employee Community SSA Marine, a wholly owned subsidiary of Carrix, Inc., operates more cargo terminals than any other company in the world. As Carrix was seeking to modernize their operation, they knew investing in technology would set them up for the best long-term success. After a successful Sales Cloud implementation with […]

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The Salesforce Team Spills: Why Perficient

What It’s Like Working at Perficient Have you ever gotten off a team conference call and felt so powerful and inspired you were convinced your team could conquer the world? via GIPHY It feels good, right? Admittedly, while not every single call is like that (and a second cup of coffee by the declarer of […]

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Stay Connected with Perficient’s Salesforce Experts and News

Perficient is the preferred partner for brands thinking about implementing Salesforce for several reasons. We have an incredible wealth of knowledge, a passionately dedicated team, and the history and experience needed to be the true enterprise innovation leader. But keeping up with all the awesome things we’re doing can be hard! To make it easy, […]

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Iron Mountain Stops Spreadsheet Madness with a Partner Community

Investing In Your Partners Pays Off With aggressive sales revenue goals for partner channels in 2018, enterprise information management services company Iron Mountain wanted to enable partners to register and track deals during the channel sales cycle in a way Excel spreadsheets were not able to provide. Perficient partnered with Iron Mountain to design a […]

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How We Create & Measure Case Deflection in a Salesforce Community

Outstanding CX is the New Norm In 2015, a Gartner study predicted that by 2019 more than 50% of organizations will invest more money into the customer experience. In 2019, we can safely say that number is more than just 50%. With trends like personalization, omni-channel support, and AI becoming the norm, customers are evolving […]

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Get Prepared with Salesforce Release Readiness Essentials

Understanding Salesforce Release Management With Salesforce, your team needs to prepare for release management. Release Management is the planning, scheduling, coordinating, and overseeing releases and infrastructure changes meant to optimize their efficiency and quality while meeting the demands of rapid growth. “Think of organizational change management as the captain of the ship, setting the course […]

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8×8 Launches PartnerXchange Platform for Channel Enablement

New Salesforce Community Drives Channel Onboarding, Enablement, and Customer Sales 8×8, Inc. is a leading cloud provider of voice, video, collaboration, and contact center solutions for over one million users worldwide. As 8×8 is a company known for helping other businesses to transform their customer and employee experience, Perficient was honored to “transform the transformers” […]

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Do You Need a CPQ Solution?

Do You Need a CPQ Solution? In the B2B world, when time truly does equal money, slow lead response time and the inability to provide timely accurate quotes directly affect the win rate. Why CPQ? Configure, Price, Quote (CPQ) solutions, like Salesforce CPQ, help you develop accurate quotes with the right products and pricing and […]

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Mystery Social Determinants Now Tracked in Health Cloud #HIMSS19

How Salesforce is Creating Connected Care with Updates to Salesforce Health Cloud at #HIMSS19 Last year’s introduction of Salesforce Health Cloud at HIMSS18 was exciting and the advancements since then have taken HIMSS19 by storm. Perficient was onsite not only presenting “Overcoming Challenges in Creating Self-Service Analytics,” but making sure to catch the other world-class speakers […]

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Can Individuals Be Trusted With Their Own Healthcare Data? 

This week in Orlando, FL, #HIMSS19 brings together more than 45,000 health information and technology professionals, clinicians, executives and vendors from around the world. Agency over your own healthcare data was a running theme in the HIMSS 2019 panel session  titled “Personalized Patient Relationships and Connect Care Journeys.” Ashwini Zenooz, Senior Vice President and General […]

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Need BI? Get Trusted Analytics Advice by Experts, for Experts

When it comes to business intelligence, where do the experts go to learn? The answer is Perficient. Since the SIMON app launched, Perficient has been on the road with AllianceBernstein and MicroStrategy sharing how to turn analytics into action. At conferences and private events all around the country, the past few months have been full […]

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These 5 Stats Will Make You Revisit Your CX Strategy in 2019

Good news travels fast — but bad news travels faster With your business dependent on customer satisfaction, being able to service them regardless of their issue is what sets winning brands apart. On the flip side, when service is not up to par, damage to the brand can be significant. And businesses are paying attention. […]

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MicroStrategy World Customer Sessions You Don’t Want to Miss

The MicroStrategy World 2019 agenda is out and it’s time to start planning your conference schedule (it’s easy with the MicroStrategy mobile app). Among the many can’t-miss sessions, there are two customer sessions you should make time for: AllianceBernstein and UBS. These two key customers will share the innovative ways they have transformed their organizations […]

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3 Ways CPQ Tools Boost Sales Effectiveness

Using CPQ for a Smoother Sales Process Configure Price Quote (CPQ) software and its strategies in the current market continue to evolve and bring greater precision, accuracy, speed, and improvement in every aspect of sales cycles, from product pricing to complex product configurations. CPQ tools offer greater insights into your customers’ needs and enable them […]

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CPQ Trends to Watch in 2019

The Evolution of CPQ Configure Price Quote (CPQ) has been around for a long time.  Product configuration and pricing were part of several homegrown ERP/MRP systems since the 1980s and has become more mainstream with the introduction of CPQ-focused software since the beginning of this century. CPQ is a big growth area in the software […]

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Our Proven Recipe for Customer Community Success

The Best Communities Focus on Content and Design Content plays a foundational role in a community’s success. However, having helpful, easy-to-follow content available for your customer community means nothing unless users are able to find it, consume it, and understand it. That’s where the UI/UX design comes into play; when, where, and how they access […]

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