Using Salesforce to Drive Revenue Ops Success in Your Organization

Misaligned sales and marketing efforts create operational silos, and more importantly, cause lost opportunities and revenues. Still, lack of sales and marketing alignment is a challenge continuously faced by companies of every size, and in virtually every industry. In...

Continue reading →

Salesforce For Outlook is Retiring: What You Need to Know about Salesforce Email Integrations

The Salesforce for Outlook integration has helped countless Salesforce users sync their email, contacts, tasks, and calendars between the two systems. However, come the Winter '20 update, expected this December, Salesforce will officially retire this integration. Salesforce for Outlook's pending...

Continue reading →

Drive Sales and Services Results with Salesforce PSA Products

Professional service automation (PSA) products can elevate the Salesforce user experience in several significant ways. Businesses in the professional services vertical often have multiple moving parts, both within a single project as well as across an entire program portfolio....

Continue reading →

Planning a Successful Salesforce Data Migration

Merging multiple Salesforce environments is a complex procedure. The process can prove particularly complicated when combining legacy Salesforce systems with histories spanning several years. Some Salesforce CRMs could hold 10+ years' worth of records, installed packages, integrated marketing automation...

Continue reading →

Tap Into the Power of Salesforce’s Historical Trend Reporting

Tracking and managing the sales pipeline can play a crucial role in the success of any organization. However, in today’s fluctuating economy, consistently evaluating several key (and rapidly changing) factors can provide the mission-critical insight that sales leaders need...

Continue reading →

Advantages of having a data dictionary (even if you’re not a back end user)

Let’s face it, data dictionaries are boring and we rarely have the time to build them, let alone, update them regularly. However, data dictionaries can often be a critical lifeline that can help identify key areas of improvement, outline...

Continue reading →

The 5 Advanced Salesforce Reporting Features You May Not Know About

Salesforce reporting is powerful, easy to use, and always improving. With an intuitive drag-and-drop interface and dozens of free pre-built dashboard templates on the app-exchange, building a clean and insightful dashboard in a matter of minutes is commonplace for...

Continue reading →

Why Leveraging an On-Demand Salesforce Admin Service is a Smart Business Decision

Adding a rockstar Salesforce administrator to your team will, undoubtedly, boost overall performance, unlock new and exciting use cases for the Salesforce platform, and provide better visibility in your company’s processes. However, finding the perfect candidate can be a...

Continue reading →

Three Reasons You Should be Using Lightning Flow

Lightning Flow is the latest “hot” feature in the Salesforce world. Sitting in-between process builder and custom Apex, Flow is declarative programming, or programming with clicks, not code, offering a drag-and-drop solution for automating complex business processes. With two...

Continue reading →

What is Salesforce Health Cloud?

While Salesforce can be implemented in any industry, Salesforce Health Cloud offers an easy, customizable solution to help healthcare companies deliver a superior patient experience. When asked, many people say Salesforce is solely a CRM—designed to help salespeople sell...

Continue reading →