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”
Author: Chris Taylor
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).
What are CRM Analytics App Templates?
When you first get your hands on CRM Analytics (Tableau CRM), or when you have been provided with a new set of business reporting requirements, it can be a daunting task to decide where to start. However, as is often the case with CRM Analytics, there is help at hand in the form of App Templates.
Performing a Salesforce data export
As of August 2020, Salesforce no longer offers the data recovery solution it once provided. Although this solution was costly and not ideal, it does mean that if you do not have backup processes in place, you no longer have this last resort. As a result, it means you could suffer a data loss that you can’t recover from.
4 Signs you should be considering CRM Analytics (Einstein Analytics)
One of the most frequently asked questions I get when talking about CRM Analytics (Einstein Analytics) is, “Why should I pay for additional licences when I already have standard Salesforce reports and dashboards?”
This post is here to help you understand if you should invest in CRM Analytics by looking at four common requests that standard Salesforce reporting can’t handle.
Continue reading “4 Signs you should be considering CRM Analytics (Einstein Analytics)”
Summer’20 Einstein Analytics Release Highlights
We are not far off the Salesforce Summer’20 release (currently scheduled for mid-July). Although the core Salesforce platform features usually grab the headlines, it is another big release for Einstein Analytics.
So what features do we have coming very soon (already in sandboxes)?
Continue reading “Summer’20 Einstein Analytics Release Highlights”