Toys“R”Us filed for bankruptcy recently in the wake of big online stores like Amazon stealing their business. It is not just Toys“R”Us. Many other brick-and-mortar stores are closing because of mega-online stores. This trend can also be found in the in the CRM software market. Per Gartner, statistics show one leader emerging above all: Salesforce. […]
Posts Tagged ‘CRM’
Business Runs on the C’s: Part 2 – The 4th C
Last night I awoke and quickly wrote down this poem: Content is King, Commerce is Queen. Who will buy If your product is not seen. If Content is King and Commerce is Queen, then Relevant Search is the Crown. Through the power of Coveo Machine Learning and integration with all 3 pieces of the triangle, […]
Business Runs on the C’s: Part 1 – The 3 C’s
Everybody knows that businesses run on the 3 C’s: Contact Relationship Management, Content Management Systems, and Commerce; however, most would argue that this is a pyramid where CRM represents your customers, they access the website, and they purchase products: Successful businesses see this as a triangle, with CRM representing all your contacts, CMS representing all […]
Moving from Excel Spreadsheets to Dynamics 365
Maintaining key organization data in Excel spreadsheets is a surprisingly common business scenario that we encounter with regularity. One might think that in this day and age most business data would be managed in database driven applications. But often, due to a variety of reasons such as segmented business units, mergers and acquisitions, or rapid business […]
Accelerating Value Realization from Microsoft Relationship Sales
The difference between winning and losing sales opportunities often depends on a sales rep’s ability to build strong relationships. High-performing sales teams seem to inherently know how to seek out and develop the key relationships they need to win, but they sometimes struggle to do this consistently. Several roadblocks can prevent building strong, deal-winning relationships: […]
10 Change Management Tips for CRM Success
Focus On the People Not Just the System When implementing a new system such as Salesforce, regardless of an organization’s project management methodology (waterfall, agile or a hybrid), the approach is usually taken with the “lets get it done, can do” attitude. While this approach is helpful in completing the project on time and on […]
Importing Opportunity Revenue with Product Group and Item
Introduction This blog describes the process of importing opportunity revenue lines with the product group and inventory item using file import. In this discussion, we will be importing only opportunity line item and not the opportunity header. We would also discuss on the inventory item and UOM (Unit of Measure) and how to get UOM […]
Adobe and Microsoft: Preserving the Status Quo is Not a Strategy
“Preserving the status quo is not a strategy.” That’s how Adobe CEO Shantanu Narayen kicked off the Adobe Summit on Tuesday. He was speaking of digital disruption and transformation in general, but what amounted to a vision statement could just as easily sum up the burgeoning new alliance between his company and Microsoft. The status […]
The Ultimate Salesforce Deployment Checklist
According to Forrester’s recent CRM trends report geared to help users navigate the future of CRM in 2017, the use of customer relationship management (CRM) solutions should be viewed as the foundational building block to power your customer experience (CX) strategy. For Salesforce users looking to tap into the true power of the platform, your […]
Perficient Named a Salesforce Platinum Consulting Partner
Perficient, a leading digital transformation consulting firm serving Global 2000® and other large enterprise customers throughout North America, recently announced it has been designated a Salesforce Platinum Consulting Partner. In a large and diverse partner ecosystem, Salesforce consulting partners are rated based on the total value contribution to Salesforce’s business, their cloud specializations and certifications, […]
What’s Next for Adobe and Microsoft?
The dust seems to have settled on this fall’s announcement of Adobe and Microsoft’s new partnership, and conventional wisdom says a lot of work remains to be done for these software titans to realize the promise of their new relationship. That means I’ve witnessed a number of experienced observers of either company yawning, taking a […]
Upcoming Webinar: Migrating from Zendesk to Service Cloud
We continue to see a common theme with rapidly growing companies as they scale their business operations, especially within the service organization. There’s an increased need to ensure they have the right support framework and platform in place that they can depend on to profitably grow the business. The customer service technology system ecosystem has […]