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Three Keys to Creating a Successful Support Team

When customers have a problem, call center agents are the front line of defense. In addition to using the right technology to enable them for success, make sure you have the right team to start with. Here are three ways you can create a successful support team that will service your customers with grace and […]

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What Does HCL Buying IBM Portal Mean to You?

You may have heard that in December 2018, HCL Technologies agreed to acquire several software assets from IBM, including Lotus Notes, Domino, IBM Portal and IBM Commerce. These have all been long term investments by IBM and have had strong customer support for many years. What many people don’t know is that IBM has been […]

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Quick Text Warms Up Salesforce Users This Winter ’19

Several releases back, Salesforce introduced new productivity tools to help users with their repetitive tasks. The one we are featuring here is quick text; the other is Macros, which we’ll explore on another blog. Quick text allows users to insert a standard comment or note on a record to answer common questions or record quick […]

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Transforming for the Future with Financial Services Cloud​

St. Louis-based Buckingham Strategic Wealth is a growing organization of advisors, financial specialists, and national thought leaders in the wealth management industry. While they spend time focused on being the trusted advisors for everything financial for their clients, they turned to Perficient for help with their technology environment. The Challenge CRM adoption was lower than anticipated due to system […]

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Building the Brand Experience in Call Centers [INFOGRAPHIC]

How customers engage and interact with brands is becoming the biggest focus for those who want to stay ahead of their competition in 2019 and beyond. If you’re in a crowded marketplace and your prices are competitive, what more can you really offer? A better customer experience. It’s become paramount. When it comes to making a […]

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Building a Successful Community with Engaging Content [WEBINAR]

As you strive to offer the best customer experience possible, branded communities have become the preferred method for collaboration. Of all self-service channels, customers make the most frequent use of knowledge bases. But your community is only as good as the support it provides, so if engagement is low or your knowledge bank is lacking, […]

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New Partner Community Helps Okta Cut Through the Content Clutter

With all the different audiences businesses interact with today, it can be a challenge to control the information each audience actually needs. Systems that worked in the past can quickly become useless as growth happens and business needs change. The question is, can your technology solutions keep up? When Your Community Content is Out of […]

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[GLOSSARY] Salesforce Chatter Terminology Explained

Keeping your team aligned has its own challenges, especially when taking on new technology. A core component of Salesforce is Chatter, which enables enterprise-level social networking for employees, partners, and customers in a secure, measurable, and trackable environment. With the interchangeable terms from company to company and across technologies, we evaluated the top terms people […]

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5 Steps to Setting Up a Custom Domain for a Lightning Community

There are several ways to set up a custom domain in Salesforce, but there is only one way you should be setting up your custom domain. Trust me, I went through the headache of trying every single one. Yes, setting up a domain can be daunting. But, I’ve broken it down into five easy-to-follow steps […]

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AllianceBernstein’s Mobile App Empowers Sales Teams in Real Time

How to Best Enable On-the-Go Sellers What if you could improve the customer engagement experience and provide your sales team with a customer-facing toolkit? And what if it gave real-time insights? And what if it was mobile? Do you need proven effectiveness, because it’s got that, too. Meet SIMON (Sales Intelligence Mobile Optimized Network). Perficient’s MicroStrategy […]

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Top Service Challenges Enterprises Face in 2019

Migrating from one technology to another always has its unique challenges, and migrating to Salesforce Service Cloud is no exception. Our years of Salesforce migration experience have shown some common themes and best practices, which we cover in our free guide, Salesforce Service Cloud Migrations Made Easy. Top Service Challenges for 2019 As digital transformation […]

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6 Tips to Make Service Cloud Migrations Easier

In a crowded marketplace, business value is becoming more about offering a great customer experience throughout a customer lifetime as opposed to a one-off sale. How does your business measure up to today’s service challenges? In our guide, Salesforce Service Cloud Migrations Made Easy, we explore in detail what organizations need to take into consideration […]

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How Do You Describe Salesforce?

“What Exactly Is Salesforce?” I sometimes run into people that have not heard of Salesforce. It doesn’t happen very often. But when I do, I try to figure out how to best describe what Salesforce is to them. Me: Salesforce is a Customer Success Platform that allows users to “easily log, manage, and analyze all […]

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Transitioning from Notes and Attachments to Files in Salesforce

The rumors are true. Post Winter ’18, Notes and Attachments are a thing of the past. In 2019 and beyond, it’s all about Files. Salesforce Files Are Taking Over Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to […]

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Design Tips to Make Your Lightning Community Dazzle

Why Brand My Salesforce Community? A brand is much more than a memorable logo, clever tagline, and a cohesive palette of colors or clean lines and typography. Bottom line, it’s about providing added value for your customers, building trust through quality and consistency, and ultimately boosting customer satisfaction and loyalty. Beyond a customer’s perception of […]

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Who Should Maintain Your Salesforce?

Don’t Overlook the Need for Governance! One of the biggest pain points customers often have with managing their Salesforce environments is the lack of governance. Who’s in charge? Where do you go with questions, or worse, problems? Why Do You Need Salesforce Governance Framework? A governance framework provides an intake method for receiving and prioritizing […]

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Where Are My Salesforce Report Formats In Lightning Experience?

If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]

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From Community Cloud and Service Cloud to Just Community Service

From the Cloud to Real Life We spend all week discussing how our customers can leverage Salesforce technology such as Service Cloud and Community Cloud to help solve business challenges. Now, let’s talk about Community Cloud and Service Cloud in a different context… Remove the “Cloud” to get “community service.” As a Business Partner of […]

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Developing a PaaS Migration Strategy

In the post “The Business Case Justification for PaaS” we looked at the benefits and a business case for PaaS. In this blog we will look at the steps to create a migration strategy to PaaS including re-platforming legacy applications. Re-platforming applications includes lift-and-shift (containerizing) applications with minor changes, refactoring applications to adhere to twelve […]

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Gartner ITxpo: Augmented Analytics

Our MicroStrategy and BI Expert Jim Butz spoke at the Gartner IT Expo today on the power of augmented analytics. In short, he pushed that data and insights only matter if you can easily access them and if you have the ability to act on the insight. To that end, your business intelligence (BI) tools must […]

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