Posts Tagged ‘salesforce’

Service Agent

An Introduction to Service Cloud Voice with Amazon Connect

A New Solution for the Contact Center Pre-integrated with Amazon Connect, Powered by Salesforce Service Cloud Voice seamlessly enhances your Salesforce Service Cloud investment with telephony. By bringing together voice communications, digital channels, and CRM data, you equip your agents with smart and streamlined service to provide your customers with a great phone experience from […]

Perficient Listed in Forrester Now Tech: Salesforce Consulting Partners, Q1 2021 Report

When building digital customer strategies, enterprises often turn to Salesforce consulting partners to help transform their business. These partners help accelerate application development and delivery by: Jumpstarting digital transformation with Salesforce accelerators Implementing governance and design thinking best practices Staying on top of the trends with ongoing training and certifications Forrester defines Salesforce consulting partners […]

Set Up Your Salesforce DX Environment

The Salesforce Developer Experience (DX) is a set of tools that streamlines the entire development lifecycle. It improves team development and collaboration, facilitates automated testing and continuous integration, and makes the release cycle more efficient and agile. In this blog, we are going to see why and how to set up a Salesforce Environment on […]

Legacy Healthcare CRM: Understanding Why It Needs to be Different

Given the unique challenges of healthcare, deciding what you do or do not need in your CRM can have profound ramifications on future capabilities.  My previous blog pointed out that the Legacy CRM systems that have been a mainstay in healthcare for decades are quite different from the Enterprise platforms that have become the norm.  Today, healthcare marketing […]

Modernizing the Health Plan Business Process

Health plan organizations must conquer mountains of data, increasing regulations, and escalating consumer expectations. The digital interactions happening beyond your industry shape customers’ expectations.  That’s why your digital presence matters, so you can offer services to meet their needs wherever they are.  Common Risks and Consequences for Health Plans Not Embracing Digital Transformation: Digital transformation in regulated […]

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Healthcare CRM: Evolving Beyond Your Legacy Platform

Over the past fifteen years I’ve spent thousands of hours helping healthcare organizations adopt and get the most out of their CRMs. These efforts have changed significantly as the market has evolved. Part of my job has been to change the mindsets of those that had been doing it one way for decades.  The highly […]

Doctor Using Smartphone In Office

Implementation of Multi-Factor Authentication (MFA) in Salesforce

What Is MFA, and Why Is It Important? As the security landscape evolves and threats compromising user credentials become more common, it’s important to implement strong security measures to protect your business and customers. Multi-factor authentication (MFA) is one of the easiest, most effective ways to prevent unauthorized account access and safeguard your Salesforce data. […]

Salesforce CPQ Overview

CPQ Salesforce CPQ stands for Configure, Price, Quote. It’s an extension of your customer relationship management platform (CRM). Salesforce CPQ is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ gives your sales team easy to use software available on any device due to its cloud-based platform. CPQ […]

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Vlocity CPQ in a Nutshell

Imagine you are the owner of a company that sells electrical products. With Salesforce CRM, your marketing team was able to gather more and more customers. But you notice that the sales team is taking a much longer time to close sales. The sales team uses traditional methods; spending too much time filling out Excel […]

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An Introduction to Lightning Web Components

In Salesforce, Lightning Web Components (LWC) are a revolutionary change in the lightning platform programming paradigm. If you are new to Lightning Platform and you have been developing solutions outside of Salesforce with the help of HTML and JavaScript, then you will find LWC is a piece of cake. In this blog, we will be […]

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Perficient Listed in Two Q3 Forrester DPA Reports

In order to meet customer demands, organizations are looking to expand their digital process automation (DPA) services. As a result of these increased demands, the focus of DPA has moved from concerns about cost reduction to an emphasis on digital transformation. Traditional methodologies are being refined to focus on the customer journey and to ensure […]

Monitoring The Health Of Their Patients

Getting Patients to Come Back: Salesforce Revenue Recovery for Healthcare Providers

From crisis to recovery, healthcare providers have been on the front lines for months, protecting the health, safety, and well-being of communities nationwide. But as restrictions are lifted and doors are reopened, there’s another big challenge on the horizon for many healthcare systems. The big question: when will patients come back – and how quickly? […]

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