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CRM, It’s Really a Marketing Project

I’m following up on my original post that a traditional CRM project is no longer just about the tool.  So while I agree that a CRM tool is important, success comes from the recognition that CRM is part of a landscape and that it must fit into that overall ecosystem in order to provide value. […]

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5 Advantages of Having a Marketing CRM For Healthcare Organizations

Customer relationship management (CRM) systems have integrated with marketing automation tools across various industries for quite some time. It is often seen as a powerful driver in supporting acquisition and marketing strategies. This trend has slowly grown in popularity within healthcare, with some organizations well into its adoption, and others barely starting. Within healthcare, a […]

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A Comprehensive Marketing CRM Approach for Healthcare

It’s widely known that leveraging customer relationship management (CRM) systems for marketing purposes can be extremely valuable for organizations. It can assist with efficient communications, supporting patient/member journeys, building and growing relationships, and enhancing the customer experience to name a few of its benefits. As consumers are demanding more from the healthcare industry, irrespective of […]

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CRM, It’s Not Really A CRM Project Anymore

Lately, I’ve worked on a number of CRM projects for clients.  One theme sticks out more than anything else.  It’s that a Customer Relationship Management (CRM) project is not really a CRM project.  Instead, they are the following: Marketing Data Integration Knowledge Management In many cases, the budget for a CRM project has more funds […]

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Tips for Healthcare Organizations Building a Complete CRM Database

With the multiple audiences that healthcare organizations typically have, it is often difficult to identify how to incorporate them all into marketing activities and databases. The audience varies drastically depending on the type of healthcare organization. A customer relationship marketing (CRM) database is essential to connect all the audiences. These audiences can include: Prospective patients […]

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Microsoft Dynamics 365 Marketing Best Practice: Personalization is Key

My last post focused on knowing your audience and the importance of tailoring marketing messages to them. In this post I will focus on best practices for utilizing Dynamics 365 Marketing to leverage personalize SMS campaigns, promote relevant events, and optimize campaigns in real time. Unlock the Power of Personalized SMS For as advanced as […]

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Microsoft Dynamics 365 Marketing Best Practice: Know Your Audience

My last post focused on optimizing email campaigns with Microsoft Dynamics 365 Marketing. In this post I will focus leveraging Microsoft Dynamics 365 Marketing to know your audience and communicate to them personally. Know Your Audience Today’s consumers expect a more personalized experience with your organization. 74% of marketers agree that targeted messages and personalization […]

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How Can Microsoft Dynamics Marketing Help Boost Email Campaign ROI?

In my last blog post, I introduced our new guide, Improve Consumer Engagement with Microsoft Dynamics 365 Marketing. In this post, I will focus on some enhancements Microsoft Dynamics 365 Marketing provides to email marketing campaigns. Master the Email Basics How often do you receive an email with inconsistent spacing, fonts, and other formatting issues? […]

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[GUIDE] Improve Consumer Engagement with Microsoft Dynamics 365 Marketing

Improving consumer engagement is top goal for most enterprises today. Yet, it is not an easy task. From juggling the demands of traditional consumer outreach and marketing to exploring ways to educate consumers about your organization, the landscape can be rugged with no clear path to success. Further complicating matters, consumers today expect you to […]

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Meet Perficient’s Chief Strategists: Mike Porter

Thrilling our clients with innovation and impact – it’s not just rhetoric. This belief is instrumental for our clients’ success. In 2018, we introduced our Chief Strategists, who provide vision and leadership to help our clients remain competitive. Get to know each of our strategists as they share unique insights on their areas of expertise. Understanding […]

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Should Auto Dealers Use Chatbots On Their Websites?

The growth of chatbots in the auto industry is undeniable. They have flooded the industry and are being used in multiple ways. Some of the uses are positive and others are negative. One of the negative, and most controversial, ways these chatbots are being used is occurring at the dealership level. Almost every dealer has […]

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Welcome to the Collaboration Economy. Is Your Business Ready?

From Sharing Economy to Collaboration Economy Whether you’ve booked a rideshare car service, stayed in a stranger’s empty room on vacation, or found Fido a new home away from home, there’s a good chance you’ve witnessed the sharing economy. It’s this growing business trend that is beginning to impact the way businesses run for not […]

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Why Savvy Healthcare Marketers Are Using Dynamics 365

Implementation of keen healthcare marketing strategies require the right tools. Healthcare organizations face mounting competition for patient loyalty, must continuously find ways to set themselves apart while enhancing engagement and delivering impactful outreach programs. Further complicating matters, consumers today expect you to know them and offer personalized communications and to deliver the right message, in […]

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How Cloud-Based CRMs Are Enhancing Customer Care

Most businesses today wouldn’t know what to do without their customer relationship management (CRM) system. Increasingly, most wouldn’t know what to do without their cloud-based CRM system specifically, either. It is this reliance that shows how important modern CRM systems are to customer care. The way in which businesses have used CRM systems have changed, […]

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Change Management Lessons for Salesforce Financial Services Cloud

Bringing new technology to a team is always going to bring a set of challenges. As humans, we are creatures of habit, but we also have the ability to understand the logic behind adapting to the needs of the future.  When the Dark Cloud of Change is Already Looming For any business to succeed long-term, […]

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Struggling with Salesforce Adoption? Here’s Why

Organizational Change Management (OCM) has a profound impact on the probability of staying on schedule and on budget, resulting in a higher benefit realization as well as greater ROI. The OCM advisory firm Prosci estimates that two-thirds of all enterprise-level projects fail to meet business objectives and ultimately bring little or no ROI due to […]

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3 Ways Self-service Communities Bring In Profit Past Support

Self-service communities open the Salesforce platform up as a place to do business with your customers, past just providing support. Saving Human Agent Time = Saving Company Money Implementing a self-service community is an easy recommendation when customer have questions like, “How do I reduce support or call center costs?” or “I’m concerned about agent […]

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Three Salesforce Pranks for Admins to Own April Fool’s Day

The Office Prank Landscape is Changing While typical office pranks include filling a room with balloons (awful for the environment), a cup of water spilling when the door opens (this can ruin a cellphone), or wrapping a carrot up as a Tootsie Roll (just cruel, Dawn), Salesforce Admins have a whole other playing field to […]

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Salesforce Employee Community Builds Culture for SSA Marine

Building Culture Through an Employee Community SSA Marine, a wholly owned subsidiary of Carrix, Inc., operates more cargo terminals than any other company in the world. As Carrix was seeking to modernize their operation, they knew investing in technology would set them up for the best long-term success. After a successful Sales Cloud implementation with […]

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Stay Connected with Perficient’s Salesforce Experts and News

Perficient is the preferred partner for brands thinking about implementing Salesforce for several reasons. We have an incredible wealth of knowledge, a passionately dedicated team, and the history and experience needed to be the true enterprise innovation leader. But keeping up with all the awesome things we’re doing can be hard! To make it easy, […]

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