Posts Tagged ‘CRM’

The key to success is putting people first. When companies apply a people-first approach, it pays — literally. Putting that into action can be another story. With only good intentions and no clear strategy, people interested in evolving their business are faced with a painful and often overwhelming task. By starting with the people closest to your […]

Salesforce’s “Summer ’18 Admin Preview Live” highlighted features guaranteed to deliver greater efficiencies to actionable information, cleaner reports, and insights into end-user skill sets. Among the highlights, here are… 5 Features from “Summer ’18 Admin Preview Live” Every Salesforce Admin Should Leverage Last Run Date on Reports Lists In Lightning Experience (LEX), the “Report Last […]

Take Control of Your Morning There’s no better way to get into the Salesforce-frame-of-mind on a Monday morning than a little pre-work headspace with your favorite tech podcasters. Our team sure does. Tim Murphy wrote about his podcast takeaways and after David Schild recommended the Salesforce Admins podcast to me, I was hooked. (Don’t worry, links below.) […]

Tickets for Dreamforce 2018 Available Now The biggest software conference on the globe is back. With over 2,700 sessions aimed towards every job role in every industry and helping them succeed, there will several ways to connect with Perficient and other Trailblazers this September 2018. Don’t miss Dreamforce in San Francisco, CA on September 25-28, […]

Advising the Advisor: Are you thinking far enough ahead? Here’s how How familiar is your organization with the flexibility and integration Financial Services Cloud offers? The solution helps improve the customer experience, strengthen client relationships, and drive new business by integrating sales, service, and marketing. Digital transformation impacts every area of an organization, and companies […]

It’s a Summer ’18 Release Salesforce Service Cloud Party! The Salesforce Summer ’18 Release is here and it’s time to celebrate the arrival of new Salesforce Service Cloud features! These enhancements will allow you to boost agent productivity and streamline your business. You can lighten your teams workload by building Einstein Bots to deflect routine […]

Must-Know Salesforce Updates What You Need to Know About Financial Services Cloud Field Service Updates in Summer ’18 that Will Change How You Work Self-Service or Bust: Why Connected Customer Portals are Vital to Customer Experience 6 Easy Ways to Personalize Your Campaign Gartner Names Salesforce a Leader in Magic Quadrant for Enterprise High-Productivity Application […]

Salesforce Field Service Lightning, which was released a little over two years ago, has many awesome new features in the Summer ’18 release. As the fastest growing product in Salesforce company history (and one expected to book over $100 million this year), significant investment has been made in this product. Salesforce focused on improving technician […]

Top Salesforce Updates You Need to Know Einstein, Lightning & More: What’s New in Salesforce Sales Cloud in Summer ’18 Top 5 Jaw-Dropping Salesforce Communities Summer ’18 Enhancements Why is Data Security Important to Me? Running an Integrated ABM Campaign in 5 Steps Connecting to Salesforce in Outlook Perficient’s Award-Winning Partnership with Salesforce What Organizations […]

The Salesforce Summer ’18 Release promised a focus on delivering “more personalized and integrated customer journeys while enabling your team to work smarter with new levels of data insights across your Salesforce Org.” Let’s see what’s new! What’s New in Salesforce Sales Cloud in Summer ’18 For the Salesforce Service Cloud, this means the introduction of many […]

Take a closer look at Perficient’s award-winning partnership with Salesforce. We have implemented more than 3,000 Salesforce solutions that empower businesses to become more responsive, efficient, and relevant. Whether you’re looking to drive efficiency, insight, reliability, simplicity, scale, or collaboration, we’ll unlock the right Salesforce solution for you. 2016 Salesforce Partner Innovation Award The 2016 […]

Top Salesforce News What is Salesforce Connect? Next-Generation Field Service Lightning Takes Customer Experiences to New Heights Salesforce Lightning Migration Framework & Assessment Prepare Your Team to Transform Customer Service and Deliver More Than a Smile It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. […]