Skip to main content

Posts Tagged ‘best practices’

Thriving in the Digital Economy thru Digital Transformation

IDC released a new MaturityScape report intended to provide guidance to companies about how to thrive in our new digital economy.  They predict that by 2018 a third of the top twenty market share leaders in each industry will be disrupted by new competitors that use digital technologies to create new services and business models. […]

How to Embed Visualforce Pages in Visualforce Pages – Issues and Solution

Have you ever had challenges trying to include a Visualforce page from another application (e.g. a managed package)? You are not alone! The proliferation of creating managed packages (a collection of Force.com components made available to others through the AppExchange) in Salesforce, and the impact to the UI/UX experience in trying to incorporate a page […]

Why "visitor to lead management" is so important

Back in the old days (like 2005!), to find information about a product, people contacted a salesperson, visited a retail location,  or waited for the company to advertise or email information out.  Things have changed dramatically since then.  A recent CMS Report story, What is Visitor to Lead Management, cited the statistic that 74% of […]

Why “visitor to lead management” is so important

Back in the old days (like 2005!), to find information about a product, people contacted a salesperson, visited a retail location,  or waited for the company to advertise or email information out.  Things have changed dramatically since then.  A recent CMS Report story, What is Visitor to Lead Management, cited the statistic that 74% of […]

The Digital Business Landscape circa 2015

When you start to think about what it takes to be a digital business today, you may think that you have to be doing some form of e-commerce. Or, you may come up with the idea that you need to focus on improving your customer’s digital experience. It turns out that there are lots of elements […]

Understanding How Business Customers Buy

Mckinsey has a great research article that fits digital transformation to a “T.” It’s titled, “Do You Really Understand How Your Business Customers Buy?” It’s long enough that I cannot do it justice in my brief synopsis and a highlight of key points so go read it. Here’s the key: how businesses buy complex items, […]

Salesforce Communities Migration Checklist

About to migrate to Salesforce Communities? Here are 10 things that you should plan to do as part of your migration efforts. Determine the Scope of Your Migration. See my blog on 3 Things to Consider Before Migrating to Salesforce Communities for more information. Plan Your Roll Out Strategy. Depending on the scope of your migration, […]

B2B Content Marketing: What type of content has the most clout?

Marketing to other businesses (B2B) is very different from marketing to consumers.  We’ve heard and talked a lot about Content Marketing in past, although it mostly has been focused on consumers – B2C. I just came across an interesting bit of research from Eccolo Media that looks specifically at content marketing in the B2B space. For […]

Why URLFOR() is an Admin’s Best Friend in Communities

If you read my recent blog about how to customize your Community URL, you already know that the URL Salesforce uses for Communities differs from the native Salesforce URL that internal users are used to seeing. Due to this difference, it is critical that you setup all hyperlinks in the Community correctly if using Force.com to […]

Customize Your Salesforce Community URL

A common ask from our customers around Salesforce Communities is: “I want my Community URL to look like my company’s brand.” As with most things Salesforce related, the answer is: “Yes, we can do that!” The even better news is that it’s relatively easy to do. Here are the key things you should know about how to customize your Community URL, […]

Lessons from 2014: Healthcare and Patient Portals

There was a lot of talk about Healthcare and Patient Portals in 2014.  Health insurance exchange portals started to mature a little bit with healthcare.gov finally coming on line.  The Affordable Care Act requires providers to provide access to medical records for patients and many have looked to implement patient portals. Looking back, here are […]

Lessons from 2014: How to get more clicks on Facebook.

Merry Christmas!  As I have some time off at the end of the year, I’m looking back at information I have gathered in my reading list that I find interesting.  I came across the article We tested all the best advice to get more clicks on Facebook. Here’s what worked by Kevan Lee at Buffer’s Social blog. […]

Load More