Insights

Clear filter X
Summer’20 release and CPQ

Summer’20 release and CPQ

Despite a slight delay, there is a lot of excitement about the Summer’20 release. Our Pardot team are especially excited, as are people looking forward to using Dynamic Forms. As such, I wanted to talk about the Salesforce CPQ items in the Summer’20 release and what they mean.

Read
6 Salesforce changes to help in a WFH world

6 Salesforce changes to help in a WFH world

A client recently invited me into the UK Sales Operations Meetup and I attended a virtual meet up they held earlier this week. The subject was “10 Immediate Actions for a WFH Team”. It highlighted some changes that people could be making in their Salesforce orgs.

Read
Leverage Pardot for OnDemand Webinars

Leverage Pardot for OnDemand Webinars

Webinars have become a popular topic with our customers recently as it is a great way to stay in touch with prospects. I am sure that’s the same with you, but have you thought of using Pardot for OnDemand webinars as well?

Read
Building powerful dashboards by using the right chart type

Building powerful dashboards by using the right chart type

Charts in dashboards are used to help tell stories on your data. They help us to quickly identify the progress towards Key Performance Indicators (KPI’s), identify trends and patterns within your data. If you chose the wrong chart type, you risk users not being able to identify the information they need quickly, or worse, confusing […]

Read
How to Run a Successful Global Pardot Account

How to Run a Successful Global Pardot Account

Running any Pardot account can be a challenge, but even more so when your teams are based around the world. We have helped many global businesses with the implementation, day to day management, and overall strategy of managing a global Pardot account. From organisation and access to brand consistency and training, we’ve seen it all.

Read
Improving collaboration on Salesforce

Improving collaboration on Salesforce

As any remote team will know, digital collaboration is essential. Not only does it help you get to know your fellow team members better, but it can also help you be more productive. However, most businesses will have multiple tools that overlap in functionality. This can make it challenging to know what tools you should […]

Read
Getting Einstein to predict your future

Getting Einstein to predict your future

Einstein Prediction Builder is a point and click AI tool and is available to purchase as one of the tools within the Einstein suite. In the Spring ’20 release, customer can now get one free prediction. So what is Einstein Prediction Builder, and what can you do with it?

Read
Clean Code – Code versus Comments

Clean Code – Code versus Comments

As developers we have a responsibility to ensure that any code we write can be easily understood. Especially by any other developer who may come along and take on our code.  Not only that, but writing code in such a way that when we ourselves come back to it, we can still recall what it […]

Read
4 tell-tale signs you should investigate Salesforce CPQ

4 tell-tale signs you should investigate Salesforce CPQ

Salesforce CPQ is not a cheap tool from a licence or implementation perspective. This is mainly due to the fact that it is complicated and can provide great ROI. It is the complication though which can put people off from taking the time to investigate the tool.

Read
Stepping into the world of Einstein Analytics

Stepping into the world of Einstein Analytics

Einstein Analytics is a product that is evolving rapidly and becoming more popular, mainly due to licences being included with other Salesforce projects such as Pardot.

Read
London’s Calling 2020

London’s Calling 2020

London’s Calling was a true testament to the nations “keep calm and carry on” mentality when faced with times of adversity.  Despite a bit of a bumpy buffering start, the virtual conference was underway with 5-6 different sessions at a time. There was plenty for admins, developers, consultants, architects, and marketers alike.

Read
Spring ’20 Release Overview for Pardot

Spring ’20 Release Overview for Pardot

Longer days and sunny mornings can only mean one thing: spring is coming. With that, the Pardot Spring ’20 Release is here as well. It is full of exciting new features keeping B2B Marketers happy and excited.

Read