CRM

Embarking on the Salesforce journey requires more than just implementing the platform; it demands a strategic approach to harness its capabilities fully. These 7 Must-Know Salesforce Best Practices are not just guidelines but stepping stones to achieving a seamless and productive Salesforce experience. With a focus on customization, data management, user engagement, and continuous learning,…

Stay updated with the latest happenings in the Salesforce universe! Here’s a roundup of the top news and announcements from Salesforce in September 2023: Salesforce AppExchange Recognized as a Leader: Salesforce enterprise cloud marketplace for partner apps and experts, AppExchange, has been acknowledged as a Leader in The Forrester Wave™: SaaS Marketplaces, Q4 2023 analyst…

In a recent announcement, Salesforce, renowned for its AI-driven CRM solutions, has been acknowledged as a Leader in Gartner’s 2023 Magic Quadrant™ for Sales Force Automation Platforms. This marks the 17th consecutive year of Salesforce securing this esteemed position. Key Highlights: Salesforce Dominance With its Sales Cloud platform, Salesforce harnesses the power of AI and…

In the rapidly evolving digital landscape, businesses are in a perpetual race to stay ahead. The key is understanding the market and, more importantly, the customer. Enter Salesforce Customer 360 — a tool that promises insights and a comprehensive understanding of your customer base. As businesses grapple with data from myriad sources, Customer 360 Salesforce…

In today’s rapidly evolving business landscape, staying ahead of the curve is crucial. That’s why at Plumlogix, your leading Salesforce partner, we’re always on the lookout for innovative ways to help organizations unlock the full potential of their Salesforce implementations.  Today, we’re excited to introduce you to an integration that takes customer engagement and support…

Artificial intelligence (AI) and machine learning (ML) have emerged as transformative technologies, revolutionizing the way we interact with various platforms. One domain that stands to benefit greatly from this AI revolution is Salesforce, the renowned customer relationship management (CRM) platform. So, isn’t time we talked AI and Salesforce? How AI Will Change How You Use…

In the upcoming years, the integration of Generative AI has the potential to revolutionize customer relationship management (CRM) practices in various industries. This exciting and emerging technology holds the key to enhancing team productivity and delivering exceptional customer experiences when combined with your CRM system. Discover the transformative capabilities of this cutting-edge innovation and witness…

Imagine you’re running a midsize or large company, and you’re on a mission to conquer the world of customer relationship management. You need a powerful ally by your side, and that’s where Enterprise CRM swoops in to save the day! From nurturing prospects to sealing the deal and following up, Enterprise CRM is the ultimate…

Imagine embarking on a thrilling expedition, exploring uncharted territories, and discovering hidden treasures that hold the key to unlocking the full potential of your business. This is precisely the journey that awaits those who dare to venture into the realm of customer journey analytics. In today’s hyper-connected and fiercely competitive business landscape, understanding the intricate…

As the world grapples with the effects of the ongoing global recession, businesses are facing immense pressure to reduce costs and streamline their services to stay afloat. In times of economic uncertainty, it becomes crucial for companies to adopt efficient processes that can help them weather the storm. This is where Salesforce, a cloud-based customer…

The success of Salesforce implementation depends on unanimous adoption by end-users. Unfortunately, rarely will you find everyone on the same page from the onset which leaves many wondering how to bridge the Salesforce adoption gap. If you’re not convinced, consider the Whatfix CRM Survey 2020. In the survey; 40% of respondents said they don’t regularly…

Back in the days, there used to exist a debate in regards to Salesforce vs. traditional CRMs, as to which is the best for most businesses. Customer Relationship Management (CRM) is critical in running customer-centered operations of an organization. It serves as a customer center for the business. All customer-oriented activities are carried out here….

It is one thing for an organization to hire the most qualified employees. It is another thing to keep these employees motivated, dedicated, and consistently passionate about their daily work while fulfilling their job descriptions. In come employee engagement trends we are already witnessing today. Businesses need to provide the support required by employees while…

Every business desires to have a seamless operation of all business activities. This desire has driven many organizations to strive to acquire new and modern, technologically advanced digital solutions. For those with Salesforce already, the headache currently is on how to improve Salesforce CRM performance. The core objective behind developing these digital solutions is to…

Workplaces are dynamic. The work environment is ever-changing. Organizational cultures have a great effect on the productivity of the employees. A great workplace culture fosters the optimal performance of the employees. As we add more years to our calendars, workplace productivity trends keep arising and changing how we view the workplace and it’s effects on…