Posts Tagged ‘sfdc’

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 […]

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 […]

Have you heard of omnichannel retail? If not, you’ve probably experienced it. In today’s market, retail businesses must provide their customers with a seamless shopping experience from online to in-store so that they can turn browsers into loyal buyers — and do it faster than the competition. Many retailers have been able to leverage Salesforce […]

The energy industry comes with its own unique set of factors; deregulation, volatile markets, consumer demand, and investor expectations have increased competition and created new opportunities. Keeping our client’s strategic, financial, and regulatory needs in mind, we are dedicated to furthering the industry, especially as it relates to technology, business optimization, and digital transformation (as […]

It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. Here are some of the top stories of the past week. Why Everything You Ever Thought About Salespeople Is Wrong Salesforce set out last year to try to do our part to debunk some of the […]

With Spring ’18 hitting production last month, we’ve had time to familiarize ourselves with what some are considering Salesforce’s most feature-rich release ever. Among all those features, two really stand out. Here’s what you need to know. Spring ’18 Salesforce Features March You Towards Success Lightning Experience Macros Macros haven’t been on my radar until […]

If you haven’t heard, Salesforce Shield is a bundle of products that Salesforce has put together to help customers meet strict regulatory requirements concerning their data. Salesforce Shield Components Salesforce Shield Event Monitoring Salesforce Shield Field Audit Trail Salesforce Shield Platform Encryption Most successful businesses are not built on a hunch. That’s where data comes […]

As Salesforce professionals, we are always learning. If we’re not gaining product knowledge, we’re brushing up on effective methods to apply our product knowledge. That’s how we solve business problems and add value to an organization. With that in mind, here are… 3 Podcasting Takeaways Guaranteed to Turn Badges into Buy-In 1. The best formula […]

There are many benefits to cloud-based applications versus on-premise, including simplified and fast implementations, flexible application access to align with an agile business, scalable solutions without additional hardware requirements, and lower IT costs and resources.  In the case of Salesforce, a leading sales automation and CRM provider, companies are able to quickly access critical sales […]