Posts Tagged ‘Communities’

There’s a lot of excitement about the new release of the Journey Builder in the ExactTarget Marketing Cloud. It enables marketers to easily visualize and manage a “customer journey” at every possible touch point. The Journey Builder’s drag & drop visual segmentation approach is designed to enrich customer experience—depending upon behavior—for greater engagement. The real […]

I recently blogged here about the top three reasons that you would consider enabling Territory Management 2.0, a Beta feature that Salesforce release this summer that can be enabled in place of the original Territory Management. While it offers some very exciting features, there are three limits that every organization should be aware of before […]

In Summer ’14, Territory Management 2.0 became available through a Beta program. It is an exciting offering, but still has some limits to consider before making the switch from the original Territory Management. Here are three reasons why you might want to consider using Territory Management 2.0. Our Favorite Features: Maintain multiple versions of your […]

I recently discovered a new, and potentially very powerful use for a hidden gem in the Salesforce Sales Cloud platform.  Many organizations who have Enterprise edition of Sales Cloud are not utilizing the Visual Workflow tool.   This “hidden gem” lets business process designers build visual flows which can, for example, serve as scripts for insides […]

Healthcare reform has caused the health insurance environment to become increasingly complex and competitive. This reform is driving the business-to-consumer shift with healthcare insurance exchanges creating a competitive environment that is impacting member retention. In order for health plans to be successful, they must have the right tools in place to manage potential growth and […]

It was inevitable, as salesforce.com continues ramp-up its vertical strategy, new industry specific solutions continue to emerge. A recently announced partnership with Philips moves saleforce.com further into the healthcare industry. Salesforce.com and Philips joined forces to provide a solution which lowers costs for physicians and provides better treatments for sufferers of chronic conditions. The new […]

I thought I’d share how Perficient has helped one of many businesses in the Travel Industry move full-steam ahead with its worldwide agency network. To increase market share, drive new business, and improve communications and process efficiencies, one of the largest cruise ship lines in the world embarked on an initiative to implement a standard […]

It’s that time again! Summer ’14 release is almost here and after firing up a brand new pre-release org and reading through the notes, here is my take on the top 5 new features for Service Cloud and Communities.              

  As a Boston area native when I walk down the street I hear about sports and until more recently laments on the Red Sox winning the World Series. Now as a Bay Area transplant I walk down the street and hear words and acronyms like “IPO, cloud, freemium, crowdsourcing, democratization of software,” etc.  Are folks talking […]

Marc Benioff said “Today is about putting the customer first” when talking about salesforce.com and Microsoft announcing a partnership to connect salesforce.com applications and platform with Microsoft Office and Windows. If it is truly about the customer, what does it mean for salesforce.com customers? Access Salesforce on Windows Devices Using two solutions –  Salesforce1 for Windows and Windows Phone […]

When a merger, acquisition, consolidation or spin-off takes place, there are often separate #Salesforce Orgs (instances) that reside in different areas of a company. When there are separate CRM systems, it is impossible to roll up performance results to one management dashboard, so analytics will not be powerful/reflective of total business results. Also, you may […]

In my series of blog posts, I am going to discuss how marketing automation tools have helped my day to day responsibilities as a #Lead Generation Representative. For this blog post I will be focusing on computer-telephony integration for Salesforce. For lead generation teams, #marketing automation tools, and computer-telephony integration (CTI) systems really come in […]