Salesforce

Author: Katie Levy If you’re a member of the Salesforce ecosystem, you know how exciting Salesforce release seasons can be! With new features and enhancements, community ideas delivered, and more, Salesforce’s three releases per year bring fantastic opportunities to take advantage of the platform’s free, real-time innovation. If you are new to the Salesforce...

Salesforce Lightning is the next generation of the Salesforce user experience. This new tool can help organizations enhance productivity, increase conversions, and streamline internal processes on the customer relationship management (CRM) solution. For a business to leverage the full power of the Salesforce platform, it is important to understand the most important features of...

Documentation is one of the most overlooked -- and critical -- components of any Salesforce effort. When it comes to saving time, building efficiently, and quite simply, making sure your Salesforce org stays functional as new changes are introduced, documentation is crucial. Whether you are an administrator with a requirement to delete a field,...

There are many technologies available for marketing professionals and other business stakeholders to streamline operates and strengthen their company’s offerings. Salesforce Marketing Cloud is one of these tools—this application is Salesforce’s platform for marketing automation and customer engagement. Using this software-as-a-service (SaaS) application can help businesses accelerate conversion rates and execute winning marketing campaigns....

Lead management is one of the most valuable Salesforce skills that a team can learn. Good lead organization and tailored communications can promote greater alignment between sales and marketing teams, helping close deals and foster strong customer relationships. Improving your lead management skills can boost your conversion rates and enhance satisfaction scores. The following...