Posts Tagged ‘CRM’

Marketing Automation (MA) is the effort to better manage [online] marketing channels. Mark Polly calls out a 2014 Frost & Sullivan Report to say MA will be a $1.9B industry by 2020. And Marisa Lather explains some ways to get your MA going the right way. Marketing Automation vs CRM The classic “purchase funnel” is a […]

Sales enablement. It’s the process of providing your sales team with the tools they need to successfully engage with the buyer and sell more effectively. But the value in sales enablement tools seems to get lost when sellers have multiple data sources at their disposal and none of them work cohesively. This is the challenge […]

When Salesforce acquired MuleSoft earlier in 2018, the Perficient team couldn’t help but smile. We not only have an expert Salesforce team, but also a dedicated API practice that specializes in MuleSoft that we’ve brought in for work with clients like this major leading beverage company, OneAmerica, and Ameren. Here are a few key articles […]

Putting customer success first means aligning qualified, motivated, and enthusiastic team members with their projects. We’re protective of our culture and believe in hiring the best of the best for our teams, and this was again demonstrated by a recent company update. We are peeling back the curtain and showing an example shared by Sherri Wiggins, […]

The Key to Brand Success Your brand is the defined version of your customer experience. Physically, it’s how your customers identify you. Emotionally, it’s how they connect with you. But good brands don’t just happen, they are created. It is imperative for businesses to be aware of the brand experience they desire customers to have and […]

Business intelligence, artificial intelligence, intelligent cloud, intelligent edge, big data…the buzzwords are all around. There is a fundamental shift in the way companies are doing business. Many are beginning to leverage their data in new and innovative ways. They are leveraging their data to make critical business decisions, identify revenue growth opportunities and improve customer […]

Active communication is a vital component to a successful technology implementation, and speaking the same language (figuratively and literally!) helps keep all members of a team on track. To ensure you (and your team) are on the same page when discussing your Salesforce Community, use this glossary of key Salesforce Community Cloud terms and their […]

Go Totally Mobile on Salesforce – Well, Almost It might seem like a dream come true to have a deployed support team in the field, armed with iPad in hand, ready to service all those cases rolling in. But, without the laptop, those truly mobile professionals just might not see what they should be seeing […]

Still on Salesforce Classic? It’s OK. We understand. According to Salesforce, Lightning is “a quantum leap forward in functionality, usability, and speed for every user including admins, developers, and executives.” Making the move to Lightning isn’t as easy as the flip of a switch, but it’s becoming more and more necessary with each Salesforce release. Sales Path, […]

Why Guess at User Trends? With advancements in technology paired with our everyday consumer experiences, today’s user trends are in constant flux. When the technology that’s supposed to help us doesn’t, it’s frustrating, and even with the most successful projects, your users are going to have questions. Identifying the reasons behinds user trends can sometimes […]

Artificial Intelligence is becoming an increasingly present technology in our personal and professional lives and is a term sales teams are hearing and saying a lot more of lately. The days of laughing off “that Terminator-technology” are long gone as businesses and consumers alike are adopting it for the value it brings. How sales teams […]

There’s a lot to gain from sending emails in Salesforce. By eliminating the swivel chair between Salesforce and an email client, reps are able to stay in Salesforce and more likely to manage correspondence and activities. This behavior leads to well-maintained contact information and an accurate understanding of the customer. Beyond the benefits for reps, […]