03May
Summer ’22 Slack Updates
Summer’22 Slack updates
29Apr
Salesforce for Manufacturing and Salesforce Manufacturing Cloud
What is Salesforce for Manufacturing? Salesforce Manufacturing Cloud is a tailored CRM solution designed specifically for enterprise-level manufacturing companies. It offers out-of-the-box functionality with key features including demand and production forecasting, along with sales agreements. The platform aims to transform customer operations in manufacturing through the integration of Data, AI, CRM, and Trust. How Manufacturers
27Apr
Slack Process Automation
Salesforce’s Slack team collaboration tool extends beyond facilitating communication across channels; it empowers users to automate routine processes seamlessly through the Workflow Builder tool. This feature, available in Slack, offers a range of tools to streamline processes both within and outside Slack, all without the need for coding. Slack process automation improves the power and
21Apr
Salesforce Content Management System
Salesforce CMS: A Comprehensive Overview Salesforce Content Management System empowers organizations to build sites, portals, and forums effortlessly through a user-friendly, declarative builder, offered at a subscription rate of $10,000 per org/month. Users leverage its capabilities to publish and manage various content types such as blogs and banners across multiple channels like emails, websites, mobile
19Apr
Salesforce for Manufacturing and Manufacturing Cloud
Salesforce Manufacturing Cloud is a specialized CRM solution tailored for large-scale manufacturing enterprises. It comes equipped with essential features like demand and production forecasting, as well as sales agreements, aiming to revolutionize customer operations in manufacturing by integrating Data, AI, CRM, and Trust. Manufacturers using Salesforce typically utilize the platform to streamline various operations directly
18Apr
Swarming with Slack
Enhance case resolution and field service efficiency by promoting instant collaboration through Salesforce Slack “swarming”. Facilitate quick access to the right experts using Expert Finder, initiating a swarm channel directly from a case or incident. The seamless integration ensures that agents can participate in a Slack swarm without leaving the console, maintaining access to crucial
15Apr
Lightning Salesforce and Tectonic
Lightning provides users with a more intuitive interface compared to Salesforce Classic, while offering more advanced features like custom branding and activity timelines.
14Apr
Experience Salesforce Experience Cloud
Salesforce Experience Cloud, formerly recognized as Salesforce Community Cloud, offers organizations a platform to construct branded online communities for employees, customers, partners, and other stakeholders, fostering collaboration, engagement, and self-service among community members. Key Features: Customization: Experience Cloud facilitates customization, empowering organizations to tailor their community’s appearance to match their brand through custom themes, templates,
06Apr
Getting Started with Salesforce Personalization Interaction Studio Projects
Interaction Studio (now known as Salesforce Marketing Cloud Personalization) is one of the powerful personalization tools included in Salesforce Marketing Cloud. Getting started with Salesforce Personalization Interaction Studio projects joins CRM, web, and data together. Getting Started with Salesforce Personalization Interaction Studio Projects By getting started with Marketing Cloud Personalization (formerly known as Interaction Studio)
05Apr
Better Data Better Forecasting
Sales forecasts, much like weather forecasts, serve as crucial tools for planning ahead, yet their effectiveness hinges on accurate data. A Gartner report reveals that only 45% of sales leaders express confidence in the accuracy of their organizations’ sales forecasts. Better data better forecasting. It makes sense, right? Nobody wants the weather man to forget
02Apr
Case Study: Automated CRM for Fundraising Development and Grants
The largest integrated, not-for-profit group practice in the world. Physicians and scientists from every medical specialty work in collaborative teams to advance discovery and translational research on behalf of patients. Client is a single institution located at three main campuses and over 70 smaller hospitals, laboratories and other facilities. Client’s unique, team-based approach to science is supported by world class resources, core facilities, and computing and other infrastructure. Automated CRM for Fundraising Development and Grants.
30Mar
Salesforce Enablement Team Roles and Responsibilities
When implementing Salesforce Enablement to better equip teams with skills, content, and context it is important to set up the right users with the right permissions. Having a complete Sales Enablement team in place produces the most effective training programs. Accelerate business outcomes with enablement programs delivered to users through the Guidance Center in Salesforce.
24Mar
Pardot and Google Analytics
The Google Analytics connector pulls UTM parameters into Salesforce Marketing Cloud Account Engagement (formerly Pardot), where they can then sync with Salesforce. Five Google Analytics tags are collected: campaign name, medium, source, content, and term. This connector simplifies the flow of Google Analytics data between Account Engagement and Salesforce. Account Engagement and Google Connectors: Enhancing
21Mar
Salesforce Account Planning
To optimize revenue from existing clients, businesses can employ account planning, particularly for small businesses engaging in B2B sales. A highly effective strategy involves regularly reviewing client accounts that necessitate a more personalized sales approach. Salesforce Account Planning is a great way to keep account managers on the same page and shorten sales cycles. Many
17Mar
Does Salesforce Have Artificial Intelligence?
Is Salesforce Equipped with Artificial Intelligence Capabilities? Salesforce Einstein is an intelligent layer built into the Lightning Platform, offering robust AI technologies that are seamlessly integrated into the user work environment. The Einstein Platform also provides a comprehensive set of platform services for administrators and developers, enabling the creation of intelligent applications and tailored AI
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