Category: Solutions

Software for Customer Data

[CDP] Customer Data Platform Explained 

Is it time to create a single source of truth for your customer data? If you answered yes, then take a look at Customer Data Platforms (CDPs). They can give you this power since they are designed to collect data from multiple sources and team efforts while creating processes to ensure records are not duplicated in your…

Guide Leads with Salesforce

What is a Sales Funnel? 

According to Forrester Research, businesses that guide leads through a sales funnel get 50% more leads who are ready to make a purchase. With that in mind, it’s important to take the time to learn about sales funnels. Join us in the article below as we explore how to attract leads and guide them through an optimized…

Inside Sales Strategies

What is “Inside Sales?” | Definition & Important Skills

More and more, we see modern day businesses use inside sales strategies and techniques for sales and marketing operations. As stated by Insidesales.com, a company website for an Enterprise Sales Engagement platform, 47% of businesses today engage in inside sales practices. So, if you are interested in joining this revolutionary movement and starting a career in Inside…

MSAs with Salesforce

What is a Master Service Agreement (MSA), and How Does it Work?

These are two important questions for any service delivery business. We cover these vital topics, as well as “What is a master service agreement used for?” in the article below. Although they are used across various industries, if you work in the IT field, it’s even more essential to understand the importance of MSAs. As stated by…

Salesforce Certificate

Salesforce AI Associate Certification: A New Certificate for 2024

Are you ready to claim your next Salesforce certificate, or will this be your first one in 2024? Either way, the Salesforce AI (Artificial Intelligence) Associate certification is an entry-level credential. It can be obtained by anyone who is ready to learn about artificial intelligence and apply those newly acquired Salesforce AI features to business solutions. If…

Customer-Facing Applications in Salesforce

Salesforce Heroku | What You Need to Know

Is your business looking for a solution that allows developers to build and manage customer-facing applications in Salesforce? We suggest you take a look at Heroku from Salesforce. In 2010, Salesforce purchased this powerful Platform as a Service (PaaS) solution so that it could be integrated into the ecosystem. If you are ready to build customer support…

Streamline Revenue Cycles with Salesforce

Guide to Salesforce Revenue Cloud

Salesforce Revenue Cloud is a solution specifically designed to streamline the revenue lifecycle. Released in 2020, Revenue Cloud is a relatively new member of the “Salesforce Clouds” and aims to bring together a range of data relating to Salesforce processes in order to increase profitability. This Revenue Lifecycle Management includes smoothing out quote-to-cash processes, Salesforce CPQ (Configure,…

Administrative Solutions for Healthcare Institutions

Salesforce Health Cloud Data Model

Salesforce Health Clouds is designed to put patients first and ease the administrative burden on healthcare institutions by providing personalized care. One of Salesforce’s Industry Clouds, Health Cloud is specifically designed to cater to the unique needs of the Healthcare sector. This feature-rich product, released in 2016, extends Service Cloud into the realm of Healthcare to handle…

Personalized Treatment for Patients

Salesforce Health Cloud | Ultimate Guide

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…

Tools for Scheduling in Salesforce

A Comprehensive Guide to Salesforce Field Service

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…