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

Solutions: Sales Cloud Improves Manufacturer’s Pipeline

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Our client is a corporate manufacturer specializing in designing, implementing and managing employee recognition jewelry and reward programs to engage talent and recognize achievers. Struggling to develop and maintain their sales channel, a new CRM system was needed to improve … Read More

Solutions: Salesforce Reconfiguration for University Partnership Unit

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The corporate partnership unit of a Chicago-based university works with companies on their talent development strategies, matching them to graduating students that possess the skills they are looking to hire. To improve productivity in this sales unit, they needed a … Read More

How a Salesforce Consultant Can Improve Your Business

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Many businesses turn to Customer Relationship Management (CRM) software to help improve their revenue as well as customer experience. Salesforce is often at the top of the list, thanks to its stellar reputation and the fact that it is easy … Read More

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