Posts Tagged ‘CRM’

Dreamforce 2023 was hyper-focused on generative AI and the ways Salesforce is making it easy to take advantage of the benefits – especially for manufacturers. Oftentimes, the thought of artificial intelligence (AI) is accompanied by fears of the unknown and insecurities around data sharing. Salesforce is helping demystify those notions and build trust with the […]

Have you ever been to a dealer to buy a car? Deciding on which features, trims, engines, or colors are right for you can be overwhelming. And selecting a marketing automation platform isn’t that different as there are a lot of things to consider as well. For example, in a car you may want a […]

“We need to do more with less.” Is that a common statement you are hearing throughout your organization lately? Most likely, you are. Many of Perficient’s Salesforce clients are being told this due to the increasing pressure to maintain or reduce costs, while still driving business objectives forward. If you are being challenged to address […]

Salesforce Connections 2023 promised new ways for businesses and individuals to better drive innovation, efficiency, and growth – it did not just meet these expectations but exceeded them! Other Perficient colleagues and I were proud to represent our strong Salesforce practice and were also prepared to take home loads of new information. Along with the […]

According to a recent survey conducted by Gartner, it was revealed that a significant misconception exists among sales and marketing leaders  regarding the function of Customer Relationship Management (CRM) systems as Customer Data Platforms (CDPs). Surprisingly, 51% of marketers mistakenly believe that their CRM system also can serve as a CDP*, and only 58% of […]

Contributors: Bill Dry, Gopal Kuppuswamy Why is Personalization Important? Congratulations on your decision to personalize the service and support interactions you have with your customers.  Customers expect it, and there are measurable benefits.  Also, many studies support your decision to personalize including these: Sailthru’s 2022 Retail Personalization Index reports that 71% of customers believe personalization […]

What is a CRM System, and Why Use One? A Customer Relationship Management (CRM) system is a powerful tool for businesses looking to grow better. It refers to strategies, processes, and technologies businesses use to manage their interactions with customers and potential customers. CRM aims to improve customer satisfaction, increase customer loyalty, and ultimately drive […]

The Challenge Implementing a Customer Relationship Management (CRM) system can be a major undertaking for any organization, and it’s important to have a clear strategy in place to ensure success. Microsoft Dynamics 365 CRM is a powerful tool that can help businesses streamline their operations and better manage customer interactions. Still, it’s important to approach […]

With new regulations and increasing access to data, healthcare organizations (HCOs) have a lot to balance to keep pace with ever-changing consumer expectations. With an understanding of what’s next for the healthcare industry, HCOs can more strategically prioritize investments. As we approach the new year, we expect the following six trends to drive the healthcare […]

This article is dedicated to retrieving different data values available on Dataverse tables using client-side scripts such as JavaScript. This technic would be very helpful to extend model-driven form out-of-box functionality to meet the real-time business requirement, such as implementing complex business rules validations, making form fields hide/show, manipulating datatypes values, and many more. Now […]

When you deliver targeted content across all channels, you boost the loyalty and lifetime value of your consumers. After gathering essential data about your consumers and site visitors, it’s time to execute your personalization strategy. Step 1: Integrate Data Sources to Create a 360-Degree View Your healthcare audience may not understand how they receive personalized […]

Personalization challenges often relate to data. Data drives the solutions needed to deliver personalized experiences, making your data practices and governance a critical piece of the puzzle. Unfortunately, more data doesn’t necessarily create more value. What’s more important than how much data you have is knowing when to leverage data (Gartner). Here are a few […]