On the Record: Some Hype About Salesforce Record Types When taking the power and efficiency of the world’s leading CRM platform and customizing it to the specific needs and unique characteristics of your business, one of the most powerful features available to you is...
THE BLOG
Salesforce Custom Objects, 5 Reasons You Shouldn’t Use Them and the One Time You Should
When you should and shouldn't use Salesforce Custom Objects. If Salesforce were a house on CRM Street, it would be the one with the manicured lawn, clean windows, and just enough décor to make it elegant without crossing the line into “extra.” If you were to buy this...
How to use Salesforce for Project Management
How to use Salesforce for Project Management tasks Allow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place. By using the features available within your...
Pardot is not just for B2B: Using Pardot for B2C Marketing
When it comes to marketing automation programs such as Pardot and Marketing Cloud we often associate Pardot with B2B and Marketing Cloud for B2C. In reality, when we are serving each audience we are still talking about people and creating personal experiences for...
Salesforce Managed Services, Cost-Benefit Analysis
Companies, from small to large, are still reeling from the effects of the COVID epidemic but we are seeing some industries starting to bounce back, which is great news! From a C-suite perspective, does it make more sense to hire on full-time staff or utilize...
Salesforce Summer ’20 Release – FLOW MY GOODNESS!
As an Admin, we are constantly trying to solve problems and challenges. My favorite thing about every release is seeing which tools were added to our toolshed. Some of them we use daily, some rarely ever and it varies by your role. One person may use something daily...
From Scoping to Launch: Advancing Technical Solutions via Client Engagements
Description The Crawl-Walk-Run approach to Technology Adoption does not only have to exist when viewing software implementations for a company on a grander scale. The same ideologies can apply in the context of a singular project to evolve an initial series of...
Salesforce Field Service Lightning: Top 5 Features
Have you ever had a technician show up at your doorstep to perform a monthly maintenance routine, an installation, or a troubleshooting scenario? That pesky air conditioner, cable box, or internet service! Have you received that text message or email letting you know...
Salesforce Implementation Success: Three Optimization Tactics
How to Ensure a Successful Salesforce Implementation The reason why companies use Salesforce is to effectively streamline their processes and to profitability grow their customers. However, with Salesforce capabilities so vast it can be all too easy for businesses to...
Pardot Einstein Behavior Scoring – Getting Started
Getting Started with Pardot Einstein Behavior Scoring Pardot Einstein brings together AI and Machine learning functionality to Pardot users. It allows users to become more efficient and focus on the right kind of prospects while making data-driven decisions to alter...