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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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Iron Mountain Stops Spreadsheet Madness with a Partner Community

Investing In Your Partners Pays Off With aggressive sales revenue goals for partner channels in 2018, enterprise information management services company Iron Mountain wanted to enable partners to register and track deals during the channel sales cycle in a way Excel spreadsheets were not able to provide. Perficient partnered with Iron Mountain to design a […]

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Do You Need a CPQ Solution?

Do You Need a CPQ Solution? In the B2B world, when time truly does equal money, slow lead response time and the inability to provide timely accurate quotes directly affect the win rate. Why CPQ? Configure, Price, Quote (CPQ) solutions, like Salesforce CPQ, help you develop accurate quotes with the right products and pricing and […]

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Mystery Social Determinants Now Tracked in Health Cloud #HIMSS19

How Salesforce is Creating Connected Care with Updates to Salesforce Health Cloud at #HIMSS19 Last year’s introduction of Salesforce Health Cloud at HIMSS18 was exciting and the advancements since then have taken HIMSS19 by storm. Perficient was onsite not only presenting “Overcoming Challenges in Creating Self-Service Analytics,” but making sure to catch the other world-class speakers […]

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Our Proven Recipe for Customer Community Success

The Best Communities Focus on Content and Design Content plays a foundational role in a community’s success. However, having helpful, easy-to-follow content available for your customer community means nothing unless users are able to find it, consume it, and understand it. That’s where the UI/UX design comes into play; when, where, and how they access […]

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Quick Text Warms Up Salesforce Users This Winter ’19

Several releases back, Salesforce introduced new productivity tools to help users with their repetitive tasks. The one we are featuring here is quick text; the other is Macros, which we’ll explore on another blog. Quick text allows users to insert a standard comment or note on a record to answer common questions or record quick […]

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Transforming for the Future with Financial Services Cloud​

St. Louis-based Buckingham Strategic Wealth is a growing organization of advisors, financial specialists, and national thought leaders in the wealth management industry. While they spend time focused on being the trusted advisors for everything financial for their clients, they turned to Perficient for help with their technology environment. The Challenge CRM adoption was lower than anticipated due to system […]

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Building the Brand Experience in Call Centers [INFOGRAPHIC]

How customers engage and interact with brands is becoming the biggest focus for those who want to stay ahead of their competition in 2019 and beyond. If you’re in a crowded marketplace and your prices are competitive, what more can you really offer? A better customer experience. It’s become paramount. When it comes to making a […]

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New Partner Community Helps Okta Cut Through the Content Clutter

With all the different audiences businesses interact with today, it can be a challenge to control the information each audience actually needs. Systems that worked in the past can quickly become useless as growth happens and business needs change. The question is, can your technology solutions keep up? When Your Community Content is Out of […]

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[GLOSSARY] Salesforce Chatter Terminology Explained

Keeping your team aligned has its own challenges, especially when taking on new technology. A core component of Salesforce is Chatter, which enables enterprise-level social networking for employees, partners, and customers in a secure, measurable, and trackable environment. With the interchangeable terms from company to company and across technologies, we evaluated the top terms people […]

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5 Steps to Setting Up a Custom Domain for a Lightning Community

There are several ways to set up a custom domain in Salesforce, but there is only one way you should be setting up your custom domain. Trust me, I went through the headache of trying every single one. Yes, setting up a domain can be daunting. But, I’ve broken it down into five easy-to-follow steps […]

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Top Service Challenges Enterprises Face in 2019

Migrating from one technology to another always has its unique challenges, and migrating to Salesforce Service Cloud is no exception. Our years of Salesforce migration experience have shown some common themes and best practices, which we cover in our free guide, Salesforce Service Cloud Migrations Made Easy. Top Service Challenges for 2019 As digital transformation […]

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6 Tips to Make Service Cloud Migrations Easier

In a crowded marketplace, business value is becoming more about offering a great customer experience throughout a customer lifetime as opposed to a one-off sale. How does your business measure up to today’s service challenges? In our guide, Salesforce Service Cloud Migrations Made Easy, we explore in detail what organizations need to take into consideration […]

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Transitioning from Notes and Attachments to Files in Salesforce

The rumors are true. Post Winter ’18, Notes and Attachments are a thing of the past. In 2019 and beyond, it’s all about Files. Salesforce Files Are Taking Over Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to […]

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Design Tips to Make Your Lightning Community Dazzle

Why Brand My Salesforce Community? A brand is much more than a memorable logo, clever tagline, and a cohesive palette of colors or clean lines and typography. Bottom line, it’s about providing added value for your customers, building trust through quality and consistency, and ultimately boosting customer satisfaction and loyalty. Beyond a customer’s perception of […]

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