Category: Salesforce

Health Cloud was released in 2016 and it is one of Salesforce’s Industry Clouds – a solution tailored to a specific vertical. Health Cloud leverages the best of Salesforce CRM and AI to provide industry-tailored features that can benefit providers, government agencies, pharmaceuticals, research institutions, medical device manufacturers, and other organizations in the world of healthcare. The…

Is your business making sure that service agents are dispatched to the right jobs? Getting this smart scheduling down is essential to ensuring that the appropriate technician with the correct skill set is sent to the job they can complete. If you get this down, your business can reduce costs and improve the quality of service offered…

Welcome! If you are reading this article, then chances are you are interested in Salesforce’s transformation into the #1 AI CRM. While Salesforce has been working on its AI capabilities for at least a decade now, and Einstein was first released in 2016, it is only in 2022/2023 that the CRM launched a wide range of AI…

Ever since ChatGPT and generative AI hit the mainstream on November 30th, 2022, it seems that artificial intelligence has become the next big thing in virtually every discussion to do with technology. While there has been a fair bit of fear-mongering, “robots will take our jobs”, and “AI is here to replace us”, it certainly hasn’t been…

It’s been 10 years since Marc Benioff declared at an internal all-hands meeting that Salesforce would become an AI-first company. While the CRM giant has been pumping time and money into AI initiatives for many years now (Einstein itself was released in 2016), it’s only since Dreamforce 2023 that regular Salesforce users have felt the surge of…

All businesses share data across their various departments and teams in some capacity. It’s one of the ways to get projects completed from end to end. Giving employees a way to share files, documents, and resources can also get projects completed on time or faster, as different and appropriate teams can collaborate more easily with each other…

Is your lead conversion process in Salesforce efficient and effective? Or is it time-consuming and super manual? We want your processes to be of high quality so you can convert leads into customers or opportunities, and finalize sales faster. For this reason, this article provides some best practices for capturing lead data in Salesforce. Towards the end, we also…

Do you want to up the professionalism of your business instantly? Why not integrate your Salesforce system with Gmail? This powerful integration can automate manual tasks for sales, marketing, and customer support teams, so that your data can be error-free and trusted by everyone in your organization. When you have accurate data in Salesforce, you can always…

We can all agree that communicating with customers is essential for building strong connections, making sales, and resolving queries. That’s a huge part of the business and crosses many different departments. For this reason, one of the ways you can enhance operations and increase customer satisfaction levels is by integrating your communication tools with Salesforce. Join us…

“Automate your Data-Capturing Workflows Even Further with Salesforce Einstein OCR“ We all know about tools that capture data for Salesforce, such as web surveys, forms, or even digital documents. But what happens when you are given a stack of physical receipts or passports? These types of documents need their text to be reflected in Salesforce, with the…