It is difficult to find many conversations about technology without AI coming up. Many businesses have been tasked with ‘using AI’. However, this can be more challenging for many than they initially thought. At Dreamforce this year, Salesforce announced Agentforce as their answer to the question, ‘How can I use AI in my business?’ Continue reading “Agentforce – what this really means for Salesforce customers”
Author: Chris Taylor
5 Reasons Why You Should Try Collaborative Forecasting
Sales teams require a robust mechanism for forecasting to ensure they can focus their time on selling instead of keeping things up to date in a spreadsheet. Salesforce collaborative forecasting has been around for some time. Continue reading “5 Reasons Why You Should Try Collaborative Forecasting”
Send Sales Emails Like a Pro!
Email is the main communication channel for many people. However, a lot of time is wasted when sending sales emails as it is easy for things to get lost in translation, delays in responses, or just repeating yourself, ultimately killing the productivity of sales teams.
Increase productivity with Sales Engagement Basic
Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in what you are already paying for but need to be made aware of, including Sales Engagement Basic.
Continue reading “Increase productivity with Sales Engagement Basic”
How Revenue Intelligence Drives Sales Success
Sales leaders face many challenges in today’s competitive and dynamic market. They must manage their teams, optimise their strategies, and deliver results that meet their goals. But how can they do all that without having an accurate forecast? Continue reading “How Revenue Intelligence Drives Sales Success”
Why You Should Care About Data Cloud
Look at the bunny! Customer 360! Real-time! Artificial Intelligence! All of these messages fizz around Data Cloud, but what does it really mean for your business? In this article, we look behind the buzzwords and get real with the capabilities and use cases for Data Cloud. Continue reading “Why You Should Care About Data Cloud”
Do You Really Need That Field?
It is straightforward to create a field in Salesforce. The flexibility of Salesforce is one of my favourite things about the platform. However, with this, you must also take on the responsibility of ensuring the platform is meeting the needs of the business. Continue reading “Do You Really Need That Field?”
The Importance of Becoming Data-driven
Being a data-driven company is more than a buzzword. It is a way of life for businesses, and the benefits it can bring are huge. Your business is likely collecting vast amounts of data, but how can you start using it? It is easy to fall into old habits by building from report requests using gut instinct. However, we often find that this does not yield the expected results.
Leading with Data: How CRM Analytics Can Help You Make Better Decisions
Someone asks you to build a report and gives you all the necessary information. You proceed to create it, review it, and test its results. But when you present your dashboard, the person who requested it does not trust the numbers they see. How can you build that trust and start leading with data?
Continue reading “Leading with Data: How CRM Analytics Can Help You Make Better Decisions”
Preparing CRM Analytics Data With Clicks Not Code
When starting out with CRM Analytics, you have a blank canvas. Unlike with standard operational reports in Salesforce you do not have report types or any data to report on. This means you need to plan and prepare this data yourself in the Data Manager. Although you have to do this work yourself, it gives you great power and much can be accomplished using clicks not code. Continue reading “Preparing CRM Analytics Data With Clicks Not Code”
Powerful CRM Analytics Visualisations Without Code
Many businesses have vast amounts of data. However, they struggle to find insights from this data to drive the business forward. CRM Analytics allows you to bring your CRM data together with other data sources from across your business to create powerful dashboards that can drive behaviour and uncover insights that may otherwise have been unknown, all without leaving Salesforce. Continue reading “Powerful CRM Analytics Visualisations Without Code”
Are you ready to migrate to flow?
In the summer of 2020, Salesforce announced that Flow was the future and started putting more resources behind the development of the tool. While they also stopped the future development of other tools. Then, a year later, Salesforce announced its plans to retire Workflow Rules and Process Builder starting in Winter’22 (October 2022).