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Archive for the ‘Sales’ Category

Announcing Highly Anticipated Sales Cloud Features in Spring ’18

The Spring ’18 Release showers Sales Cloud users with new Lightning Experience (LEX) features providing improvements to navigation, search, data integrity, and operational consistency. Other noteworthy — and hotly anticipated — Sales Cloud features and improvements surround the debut of several Classic favorites now available in LEX. And now to the specifics… Important Salesforce Sales […]

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How to Conquer Artificial Intelligence with Salesforce Einstein

With the artificial intelligence (AI) dream becoming more and more of a reality every day, Salesforce users will have a plethora of new ways to utilize Salesforce’s Einstein AI. “Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes the Customer Success Platform smarter and brings AI […]

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Visual Indicators, an Eye-Catching Approach to Viewing Data

Skimming data (emails, records and documents) is a habit most busy people have in the daily lives.  With time being at a premium, many tend to move quickly over pages or records in an effort to gleam to the actionable components quickly.  Depending on your role as a Salesforce user, a good part of your […]

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Top 5 Enhancements to Maximize Sales Cloud Support Contracts

At the end of a successful deployment or when a Salesforce org has been up and running for a while, clients often find it useful to dedicate a certain number of hours toward general or function-specific support. These support hours can be used on an “as needed” basis for questions and org enhancements. We typically […]

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4 Ways A.I. Powers Productivity for Sales Cloud Users

Last year, I attended my first Dreamforce—a spectacular conference that brings thousands of people within the Salesforce ecosystem to San Francisco each year. In between the epic events and action-packed sessions, it was the introduction of Einstein in the main keynote that kept me wondering how artificial intelligence will influence CRM. From speech recognition to […]

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A CRM Deployment or “Moving Checklist” for Migrations

Every Salesforce implementation has its zenith in deploying the final solution and going live. This may include multiple phases or steps, people and technologies to be successful. When planning your next CRM deployment, take a page out of a recent house move when thinking about the essential steps. House moves are similarly complex. There are often a […]

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Eliminating Technical Debt: Cleaning Out Old Orgs for New Growth

Tempted to “start fresh” in a nice new clean org? While this is sometimes the best option, the true impact on users, and challenges of data migration and replicating existing functionality that should be retained are all underestimated. At a Dreamforce 2016 session, Heather Schreiber of AON, the world’s largest insurance broker, described their experience […]

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The Future of Work According to Salesforce & Google Cloud – #DF16

Salesforce and Google are working to “assist” us a work. Tom Holman from Google, Daniel Chang and Sriram Iyer from Salesforce, and Greg Malpass from Traction on Demand presented a session on the topic at Dreamforce 2016. Tom is the product manager for Google G Suite, which Google just announced, but really is a rebranding and […]

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Wave App for Service – #DF16

I had the opportunity to attend the Intro to Wave for Service session yesterday and left feeling inspired! Veracore spoke alongside Salesforce to share their own success story using Wave for Service. Working with their partner, they were able to consolidate 400 reports (I repeat, 400 reports!) into a single dashboard within Wave. If that doesn’t […]

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Driving Sales with IoT Cloud – #DF16

The Wednesday morning IoT session “Driving Sales with IoT Cloud: Turn Every Connected Device Into a Sales Machine”, was interesting. Here is my rundown of the high points and key takeaways. The connectivity revolution offers a massive opportunity to disrupt. A traditional “Products Only” mindset and strategy can have limited growth potential and can be […]

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