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Salesforce Summer ’19 Release Highlights

Living in this high-tech world is fun and exciting but can be scary at times. Whenever some new cutting-edge technology is released, many individuals are skeptical because they don’t fully understand how to utilize the technology or realize the potential benefits. The same is true with Salesforce’s three releases a year. With the couple hundred … Continued

Salesforce Spring ’19 Release Highlights

It’s that time again! The Salesforce Spring ’19 release notes are out… all 432 pages. Let’s talk about the highlights: what to know, what is awesome, and what could drive big impact for organizations. Before we discuss the outlined items below, it’s important to call out the most impactful facet of the Spring ’19 Release: … Continued

New Year’s Resolutions for Organizational Processes and Solutions

“My greatest hope regarding the future rests on the mistakes I’ve made in the past, for those are the most effective things I’ve got to build with.” —  Craig D. Lounsbrough The holidays have come and gone and we are already two weeks into the new year.  This time of year gives us the opportunity to … Continued

9 Fundamental Email Concepts for the B2B Marketer

Information overload is a real thing in today’s connected, digital, social world. Blog posts shout the latest and greatest must-dos and should-haves.  Don’t let the deluge of expert advice intimidate you.  Many B2B marketers only need the basics to get started with a functional B2B email marketing program for their organization. Based on our experience … Continued

Are Lead Sources the Trick (not Treat) to Your Halloween? 

I can’t seem to track our marketing lead sources once I hand them over to sales. I don’t know if our marketing leads result in closed-won business in the CRM. How do we maintain lead sources throughout time in the CRM?  What is best practice when it comes to lead source attribution and reporting?   Do any of these … Continued

Salesforce Winter ’19 release

The Salesforce Winter ’19 Release is here and there are plenty of exciting features to take advantage of. Here are a few of our favorite new functionalities to help your organization drive stronger customer experiences and relationships. Salesforce has added a feature that allows users to switch back and forth between two views: comfy and … Continued

3 Ways That Salesforce Will Completely Change The Way You Do Sales

Better data, better leads If you are in sales or marketing, you know what it’s like to sift through a generated leads list with hundreds of company names, contacts, emails and phone numbers. When and how were these prospects contacted? What is the next activity? More importantly, is the data correct? Fortunately, Salesforce makes data … Continued

Salesforce Benefits for Medium Sized Businesses

Your business is growing. But what can you do to take it to the next level? Many business owners are turning to Salesforce to help facilitate the processes necessary for sustained growth. Why Salesforce?      Track Performance  Small and medium business owners tend to be immersed in every aspect of their organization and are usually keenly aware of what is going on in the … Continued

Let’s Chat about the Live Agent Chat Feature in Service Cloud

Customers expect to be able to reach you in whatever way is most convenient for them. Phone, email, chat, text, social media – whichever their preferred method of communication, they count on you to offer that as an option. Companies that don’t extend customer service through all channels are at risk of losing clients to their competitors who will. We value the Live Agent feature of … Continued

5 Hottest Salesforce Features of the Spring ’18 Release

5…4…3…2…1… Launch!   Salesforce Spring ’18 Release is upon us and we are excited about some of the hot features that will be game changers! 5. Duplicate Jobs Keeping your Salesforce data clean and tidy can be a constant struggle and may even keep some of you up at night. Over the last few releases, … Continued