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Salesforce Support for Predictive Lead Scoring using Einstein

Convert Leads Faster w/ Salesforce Einstein Lead Scoring

Leads have varying values, but until now there has been no reliable way to filter out unproductive leads efficiently. You’ve seen it thousands of times: Your sales reps sift through a sea of leads making decisions based on simplistic criteria like “this one is in my region,” or “that one is in our target industry,” or even “that company is big.” With Sales Cloud Einstein,… Read More »Convert Leads Faster w/ Salesforce Einstein Lead Scoring

Salesforce Update Fall 2022 - Winter 2023

Salesforce Release Fall 2022 / Winter 2023

The latest release works harder to help organizations augment volumes, reduce costs, and create efficiencies. These release notes offer brief, high-level descriptions of enhancements and new features. Included are setup information, tips to help get started, and best practices to ensure continued success. How to Get Ready for the New Salesforce Release Learn about new features and enhancements that affect your Salesforce experience overall. Reading… Read More »Salesforce Release Fall 2022 / Winter 2023

Tour Salesforce Part 5

Tour of Salesforce (Part 5 of 5)

Goal: Optimize The Sales Cycle Constantly improve the sales process with data-driven decisions and add your insights into Salesforce to customize your sales cycle and boost your sales team’s productivity every step of the way. Salesforce ReportsScrutinize every step of your seales process, so you can act on insights. Salesforce Maps Territory PlanningQuickly adjust territories to optimize them for your business. Sales CadencesRecycle lessons learned… Read More »Tour of Salesforce (Part 5 of 5)

Salesforce Sales Cloud Einstein

Tour of Salesforce (Part 4 of 5)

Goal: Hit Your Targets Set expectations that inspire, and reach them more often. Salesforce turns leaders into sales force that crushes. HIT YOUR NUMBERS Sales leaders have a tough job. Make forecasts that are moon shots … then travel to the moon. Sales Cloud can get you there with data that you can see, explore, and trust. Use this data to build a team of… Read More »Tour of Salesforce (Part 4 of 5)

Salesforce Revenue Cloud

Tour of Salesforce (Part 3 of 5)

Goal: Close & Renew Deals Transform the buying experience by making it easier and faster to quote, close, bill, and renew. TIME TO CLOSE THE DEAL! You’ve put in a ton of hard work and the customer is ready to buy. Don’t leave Salesforce to mess with spreadsheets and drawing up a quote by hand. With Revenue Cloud, you can quote, bill, and renew on… Read More »Tour of Salesforce (Part 3 of 5)

Salesforce Sales Cloud Meetings

Tour of Salesforce (Part 2 of 5)

Goal: Send Quotes to Your Leads With the right support, Salesforce’s Sales Cloud turns haphazard methods for building long-term relationships into a repeatable science. You stay connected to the people and information you need to close sales. LET’S MAKE DEALS In every opportunity record, you can view details about each account and get guidance for winning deals, all in one place. Let’s take a look… Read More »Tour of Salesforce (Part 2 of 5)

Salesforce Tour 2022

Let’s Take a Tour of Salesforce (Part 1 of 5)

Goal: Fill Your Sales Pipeline Salesforce helps you focus attention on the best leads and take the right actions to cultivate those potential customers, so you can convert more leads. LEAD VIEWS Every lead coming into through your marketing channels has potential. Below is an example of a lead. Salesforce’s Sales Cloud makes it easy to sort and manage your leads from the moment they… Read More »Let’s Take a Tour of Salesforce (Part 1 of 5)

Salesforce CRM Support

Salesforce Tries to Trim, Simplify The CRM Platform

Everyone is trying to do more with less these days, even Salesforce. The platform tries to offer a wider range of new features that can help small businesses drive efficient growth. Salesforce has unveiled a trimmed down version of its popular CRM service, in an effort to help businesses increase efficiency and cut costs amid economic uncertainty. Easy CRM is part of a new product… Read More »Salesforce Tries to Trim, Simplify The CRM Platform

Salesforce Conga Support Team

Salesforce & Conga Support After Implementation

Salesforce and Conga support after implementation is crucial! The real work begins to keep up with updates, new releases, optimize the tools, and track ROI. We deliver support services, from technical strategy to alignment of your in-house team. Salesforce support services should be ready as soon as you go-live so you can maximize ROI from your Salesforce + Conga mashup. Your support should be as… Read More »Salesforce & Conga Support After Implementation

Salesforce Health Cloud

Salesforce Health Cloud New Features

Salesforce launches RPM and other care-from-anywhere features For years, the healthcare system has struggled to catch up with the innovation we were seeing across other industries. The pandemic has forced the industry to accelerate digital transformation and provide the healthcare system with digital-first and always-on patient-focused solutions. Recently Salesforce Health Cloud introduced a suite of new technologies that have been designed for remote patient monitoring,… Read More »Salesforce Health Cloud New Features