Welcome back to another installment of Salesforce Release: A Love Story. Ok, I made that up – but here at Revolution Group we really do love it when Salesforce gives us cool new functionality to help us serve our customers better — and geek out on fun new automation tricks. I’m tempted to spend the…

Most sales professionals in 2021 rely on some type of technologies or tools to do their jobs efficiently and intelligently. A powerful CRM (customer relationship manager) software such as Salesforce is a great foundation. There are several powerful sales tools that offer integration or plug-ins to CRMs like Salesforce. Here are some essential sales tools…

Hot Topics for 2021 Much has changed since this time last year. With restrictions beginning to lift, many companies are excited about refocusing their sales and marketing efforts throughout 2021. It’s a perfect time to look at top CRM trends and think about how you might incorporate them into your sales and marketing strategies.  To sum up the 2021 top CRM trends in…

The Spring ’21 release is full of exciting features. Although the release doesn’t have any huge, game-changing features as we’ve seen in the past couple of releases, the new features and enhancements are exactly what we needed as admins and end-users. Utilizing the features in this release will allow admins to use native Salesforce functionality…

As we head into fall, the Salesforce Winter ’21 Release is fast approaching and I believe this is one of the most exciting Pardot new releases.  An enormously impactful functionality – email template building – has been revamped with a much easier, more user-friendly interface.   Let’s take a look at that and some of the other great new features of the Pardot Winter ’21 release: …

The Salesforce Summer ’20 release contains several features that reduce clicks and make end users more efficient. Here are a few of our favorites! Einstein Search Einstein Search gives users a new interface for global search.  This powerful new feature is broken down into three different permissions: Einstein Search, Natural Language Search, and Instant Actionable…

Some great new features await Salesforce users in the Salesforce Spring ’20 Release.  Here are our top five highlights: New Salesforce Mobile App for All Salesforce revealed major upgrades to the mobile app in the Winter ’20 release and on the Dreamforce stage. Although the initial release was more of a pilot than a full…

Dreamforce 2019 is over and you are beginning to recover from the holidays. Now your mind turns to the New Year: new strategies, new goals and new ways to advance your business.  Here are my tips to help you take advantage of all that you learned at Dreamforce and put it to good use as…

In Saleforce’s Winter ’20 release, the twelfth release improving Financial Services Cloud (FSC), the suite of solutions continues to rapidly mature. With each new release, the return on investment of an FSC conversion increases. If you haven’t converted yet, what is your Financial Services Cloud tipping point? Where does FSC fit on your Salesforce roadmap?…

If you’re registered for Dreamforce 2019, you’ve – no doubt – received lots of emails about the amazing keynotes, 2700+ sessions, training bootcamps, the Expo, Campgrounds and Lodges, philanthropic events, and numerous parties… Whew! Yes, there really is that much crammed into 4 days and for first time attendees, it can be difficult knowing what…

The Winter ’20 release is the biggest release of the year preceding Dreamforce and taking us into 2020 with a ton of great new features! Here are some of Revolution Group’s favorite Salesforce Winter ’20 Release highlights.   New Salesforce Mobile App The new Salesforce Mobile App is one of, if not the biggest, upgrades…

CTO Mike Ravagnani is Serious About Lifelong Learning One of Revolution Group’s core values is “Lifelong Learning” and no one embodies that better than our CTO Mike Ravagnani. Mike recently earned the rigorous and highly sought-after Salesforce Application Architect Certification. As a co-owner and head of our development group, Mike is an integral part of…