CRM Archives — Page 4 of 7

13 Feb 21

How to Increase the Adaptation of Financial Services Cloud with Change Management

One of the main ways financial institutions outdo the competition is via customer experience. With technology, customers even have more access to their financial institutions. If you are looking to build customer loyalty and have customers sign up for new or higher-end products, customer experience is the way to go.…

03 Feb 21

5 Ideas On How to Drive Success with Salesforce Optimizer

A day in the life of a Salesforce admin. You need to export your organization’s data and back it up somewhere else (because something could happen, and you could lose it, even if it is in the cloud). You also need to ensure that data quality within the system, for…

27 Jan 21

7 Ways to Fast-Track ROI (for B2B or B2C) with the Salesforce Commerce Cloud

Nearly every organization, whether B2B or B2C, is quietly praying that 2021 won’t be anything like 2020. Although the Covid-19 pandemic goes on, we all hope that with the vaccines finally here, we’re headed for good times with B2B and B2C Salesforce Commerce cloud toolkit providing the starting point for…

19 Jan 21

Salesforce upkeep resolutions: 7 Goals Every Salesforce-Reliant Organization Must Consider in 2021

Aligning the Salesforce platform to company goals is the ultimate goal for every Salesforce user. That’s because the platform is worthless if it doesn’t take you closer to your dreams. Unfortunately, the Salesforce platform is also a vast one. No one can claim to have mastered the entire CRM, especially…

17 Dec 20

Salesforce Lessons and Solutions: A Look at Over 1000+ Org Confessions

Salesforce offers anyone with System Admin permissions great power to customize their Salesforce org. The Salesforce platform is so intuitive that anyone, including those without expert knowledge, can customize their pages. Unfortunately, with great power comes great responsibility. Many Salesforce admins attempting to customize their orgs aren’t very responsible and…

07 Dec 20

Covid-19 Vaccine Management: Challenges and Solutions for Success

The Covid-19 pandemic just won’t go away. After over 14 months of havoc, it seems like we’re witnessing the darkest days of the pandemic yet. The number of cases, hospitalizations, and lives lost currently at the highest since the pandemic started, makes it a necessity to examine the Covid-19 Vaccine…

23 Sep 20

State of salesforce 2020/2021 Highlights: Highlights from IBM’s State of Salesforce 2020/2021 Report

Every year, IBM compiles an exhaustive report on the state of Salesforce. The State of salesforce 2020 highlights report mainly details what IBM thinks about the present and future of Salesforce, the primary aim being to identify ways organizations can utilize the Salesforce platform to drive business outcomes. 2020 was…

01 Sep 20

6 Easy Hacks On How To Keep Your Remote Workers Happy and Engaged

The remote work trend is showing no signs of slowing down. Initially, only an option for a privileged few, more and more individuals are choosing to telecommute and joining the remote workers movement, and an increasing number of companies backing those decisions for various reasons. According to Global Workplace Analytics,…

01 Sep 20

Industry-Specific CRM: All You Need to Know

As the demand for customer relationship management tools grows, there’s been a rise in CRMs specific to certain industries. These software products are designed with just one industry in mind and therefore incorporate more industry-specific features. As a result, they tend to solve more problems in the targeted industry but…

29 Aug 20

Einstein Voice: What is the New Voice-Activated Service Cloud by Salesforce?

Late last year, Salesforce announced a Voice-Activated Service Cloud designed to allow people to talk to the CRM software, opening many new opportunities for employees to work smarter and connect with clients more productively. Named Einstein Voice, the service is now about one year old and making strides in the…