Maintaining the health of your Salesforce org is key to ensuring the consistency of your business processes and ability to conform with standards. When your org instance is in optimal health, your business operations can run at peak performance, ensuring that your sales pipeline and your marketing processes, with their automated features and implemented design,…
With over 150,000 customers and just shy of 4 million users, Salesforce is the number one CRM on the market. It is flexible, dynamic, and reliable. How can you get the most out of your Salesforce investment? Make sure you have a Salesforce product owner. What is a Salesforce Product Owner? The most important job…
You’ve been seeing the alerts for months now. “Admin Notice: It’s Time for MFA” pops up every time you log into your org, and you close it every time. You’ve procrastinated for any number of reasons: you don’t have time to look into it right now, you’ve already implemented something that should take care of it, it’s going…
Dreamforce is next week – September 21-23. And you don’t even have to worry about a flight to SFO, the overpriced hotel room that you booked a year ago, or racing from Union Square to Moscone Center for your next session. This year you can stream all the great content from the comfort of your own home (or office). FOR…
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…