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You’ve Implemented Salesforce Knowledge – What Now?

NOTE: This is the 2nd blog on Salesforce Knowledge and how to determine if it is right for your company. If you have not read part one, “Is Salesforce Knowledge Right For You,” please click here before continuing. Part two will focus on what to do now that you have decided to implement Salesforce Knowledge. Ashley…



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Is Salesforce Knowledge Right for You?

Salesforce is a customer relationship management software system that has helped companies of all sizes maintain, track, and achieve their business goals.  With sixteen years of proven client success under their belt, Salesforce has expanded to include multiple user-friendly features, allowing customers access to a wealth of information.  One of those features, Salesforce Knowledge is…



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Salesforce Wave Analytics App

Salesforce Wave Analytics App offers a rich, responsive, mobile analytics platform for Salesforce users to analyze data and take action. Unlike other Analytics tools, Wave Analytics moves beyond basic snapshots to provide Salesforce customers with a “self-service” intelligence model.  With Wave Analytics, it’s possible to customize, connect, and deploy analytics from Salesforce quickly and easy.…



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Salesforce Winter ’16 Release Gives Us Chills

Salesforce is a global, cloud based CRM system that has provided countless customers with a user-friendly, yet extremely innovative, solution since being created 16 years ago.  Jessika Botruff, Salesforce Administrator for Revolution Group, is going to highlight her top 5 favorite features of Salesforce Winter ’16 release! 1. Process Builder Multiple Schedules The Process Builder just…



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Dreamforce 2015 is here! What we are looking forward to most

Dreamforce 2015 is a few short days away. 2015 will be Revolution Group’s eighth year in attendance, and we couldn’t be more excited to collaborate, innovate, inspire and imagine with some of the best thought leaders in the industry.   Ultimate Building Blocks This year, Revolution Group Admin Jessika Botruff will be participating in a panel discussion…



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Salesforce Unveils a New User Experience

Salesforce unveils a new User Experience to user groups around the world yesterday. Dubbed as “Lightning Experience”, the new User Interface (UI) is geared toward improving the User Experience for sales professionals in order to sell faster, work more productively, and make better decisions. The makeover goes beyond just a pretty facelift. The new Lightning Experience…



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Improving the Approval Process with JavaScript

Many companies that use Salesforce have invested in the platform as a way to automate processes throughout an organization. Throughout the workday, productivity and efficiency improve dramatically with automation.  In this blog, we’re going to discuss improving the approval process with JavaScript. Within Salesforce, an approval process is defined as an automated process an organization…



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3 Ways Community Cloud Invigorates Insurance Industry

Technology is rapidly shifting the way in which insurance operations engage with their customers. In this customer-centric environment, users of technology expect a seamless user experience as they complete a customer journey. In the insurance industry, users want the ability to interact, research and buy products online. Providing a flourishing digital hub for carriers, agents,…



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How To Inspire Underwriting Collaboration in the Cloud

As we’ve discussed in the ongoing Insurance in the Cloud blog series, the insurance industry is undergoing a dramatic shift. Empowered by developments in technology, professionals in the middle market and large enterprise sectors are taking advantage of the robust tools that are now available. This transformation has never been more apparent than in the…



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5 Ways Insurance Agents Can Utilize CRM to Drive Growth

In last week’s blog, we discussed building a customer-centric environment within your CRM system. This strategy will arm your business development team and agents with valuable insights, enabling your organization to build and automate business processes. The result is improved efficiency and performance. This week, we take it a step further and discuss how insurance…



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The Evolving Insurance Industry – Becoming Customer-Centric

Moving Your Agency to the Cloud – Extending the Power of Salesforce for Insurance Professionals The insurance industry continues to dramatically change with many organizations shifting their focus to cloud technologies to meet changing consumer demands and improve business processes. Over the course of the summer, Revolution Group Salesforce Consultant Bill Malaska will highlight the…



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Leveraging Technology to Increase Producer Licensing Accuracy, Efficiency and Compliance

Moving Your Agency to the Cloud – Extending the Power of Salesforce for Insurance Professionals The insurance industry continues to dramatically change with many organizations shifting their focus to cloud technologies to meet changing consumer demands and improve business processes. Over the course of the summer, Revolution Group Salesforce Consultant Bill Malaska will highlight the…



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