Solutions: LiveAgent Implementation for Manufacturing

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A prominent manufacturer has provided quality networking and industrial data communication products across North America for well over 30 years. With establishing solutions for security, energy, industrial automation, and transportation applications, exceptional product and technical support must be at the … Read More

Lead Management Best Practices: Gain Loyal Customers

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Every business needs loyal customers if they want to thrive. Often, this means you need a solid pipeline of high-potential leads and the resources to nurture these relationships. Everyone from marketing to sales plays an important role when converting leads … Read More

Bring the Power of AI into Salesforce

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Is your sales team as productive as they could be? If they are spending most of their time on data entry or other non-sales tasks, as many sales reps do, they probably aren’t. Luckily, advances in artificial intelligence are allowing … Read More

A Quick Guide to the Responsibilities of a Salesforce Admin

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Salesforce Administrators have a comprehensive set of responsibilities; however, these responsibilities are usually not fully articulated in standard job descriptions. This could leave many feeling unsure about the precise nature of a Salesforce Admin’s responsibilities. To help shed light on … Read More

Solutions: Improving Contact Management Center Processes

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One of the largest health insurance companies in the United States has always focused on delivering the best services to its nearly 15 million customers including group life, disability, dental, and a range of various individual solutions. Purpose Customer communication … Read More

Salesforce Einstein Is Changing Sales as We Know It

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When it comes to customer relationship management (CRM) software Salesforce is the dominant product on the market, and with good reason. Salesforce has always been a comprehensive solution, and with the addition of Einstein it has become even more powerful. … Read More

Solutions: Visualforce, Triggers and Apex for Financial Services

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The world’s leading and most diverse derivatives marketplace offers the widest range of global benchmark products across all major asset classes. They had a small team supporting their Salesforce environment and needed additional resources to complete a backlog of development requirements … Read More

Solutions: Salesforce Implementation for Food Supplier

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A food products supplier has provided custom flavoring, extracts, powder color, liquid food coloring, soda flavors, bottle caps, and homebrew supplies for over 100 years. Due to a serious virus that impacted an on-premise server, the supplier began to seek … Read More

How to Properly Execute a Salesforce Campaign

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Businesses that decide to invest in Salesforce have access to a remarkable tool but may not be utilizing it to its fullest potential. Salesforce Campaigns are a feature that is not as widely advertised as some others, so in turn … Read More

Incorporating Your Google Analytics with Salesforce

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In November, Google announced a partnership with Salesforce to build integrations between Salesforce Sales Cloud, Marketing Cloud and Google Analytics 360. They are aiming to create a mechanism that allows sales, marketing and advertising data to be seamlessly connected through … Read More

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