Salesforce and CRMs

Configuring Service Cloud Voice

June 7, 2024·In our previous post on Service Cloud Voice, we reviewed what this new telephony tool actually does, and how it can be beneficial to organizations. It’s great to know the... Read More

by Mounica Yaramareddy

5 Takeaways from Salesforce Connections 2024

The Connections conference holds a special place for me. It’s an event that shares new product roadmaps, provides opportunities to meet fellow marketers, clients, and partners, and offers a glimpse...

What is Salesforce Revenue Lifecycle Management?

Revenue Lifecycle Management (RLM) is a new revenue solution from Salesforce, offering a combination of Salesforce processes and technologies that help businesses manage Sales and Finance in a single unified...

Leveraging Data to Boost Bundling & Retention for Telcos

Telecommunications companies have access to an immense amount of data. This data, if properly harnessed, can become a gold mine of valuable insights. However, the challenge lies in the ability...

Top 7 Email Design Best Practices

For most businesses, email marketing is the best way to communicate with customers or clients – no matter if they are in the B2B or B2C segment. Making these communications...

Service Cloud Voice Primer

What is it and what are the benefits? The Salesforce ecosystem powers the Sales and Service engines at some of the world’s largest companies. Historically, organizations have had to rely...

The Three Pillars of Marketing Attribution

Marketing Attribution has been a controversial topic among marketers. There are two sides in this debate: One side believes the attribution data collected today shouldn’t be taken too seriously, as...

Integrating Health Cloud and Data Cloud

Medical Record Management Challenges Medical record management poses several key challenges for healthcare providers. Most notably, ensuring the integrity and availability of patient health information, while remaining compliant with regulations...

How to Create Dynamic CPQ Quote Templates in Salesforce

After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming,...

Integrating Financial Services Cloud and Data Cloud

The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers...

Don’t Eliminate the Lead Object

Salesforce is a powerful CRM that helps businesses manage customer relationships and streamline their sales processes. One of the cornerstone elements of Salesforce is the Lead object, which allows companies...

Getting the most value out of your Salesforce Unlimited Investment

Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve...

Document Generation in OmniStudio

Streamlining document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create...