At the recent Pardot London’s meet-up, I spoke about Person Accounts in Pardot. They are best described as a merged Account and Contact record with a locked one to one relationship, allowing you to take advantage of the standard Salesforce functionality for both objects.
Author: James Campbell
Salesforce Communities – Licence Types Explained…
If you are new to Salesforce Communities, it can be a little tricky getting your head around which type of community licence is right for your organisation.
To start with, there are fundamentally three types of Community: Continue reading “Salesforce Communities – Licence Types Explained…”
New Feature! Specify the exact send date in Engagement Studio emails
A few days ago Pardot released a new feature which now allows you to specify the exact date that an email is sent out in an Engagement Program.
Continue reading “New Feature! Specify the exact send date in Engagement Studio emails”
Exciting evolution of the Salesforce AppExchange
The growth in the number of Lightning add-ons available in the Salesforce AppExchange is great to see and makes the migration from Classic to Lightning an even more attractive proposition.
Continue reading “Exciting evolution of the Salesforce AppExchange”
Integrating with Salesforce is easy
Our customers are continually asking questions like:
When is the right time for an SME to invest in Salesforce?
There are always differing opinions within any organisation regarding the appropriate time to invest the financial and employee resource to implementing enterprise CRM software.
Continue reading “When is the right time for an SME to invest in Salesforce?”
What’s all this about CPQ?
If you’re part of the Salesforce ecosystem you may have heard the acronym CPQ but aren’t quite sure what it means. If so, please read on…
Is social CRM for you?
This article talks about Traditional Vs Social CRM both as a strategy and a technology. In all honesty, all CRM technologies should be focusing a decent proportion of their R&D budget on social capbailities – any that are not are unlikely to be around much longer. Continue reading “Is social CRM for you?”
Get Salesforce certified and understand the full potential of the platform
If you are responsible for Salesforce within your organisation, then you should without a doubt consider enrolling in the Salesforce University and getting Salesforce certified. Whether your remit is basic configuration, writing code or carrying out strategic business analysis, there is a certification that will benefit you you. Continue reading “Get Salesforce certified and understand the full potential of the platform”
We finally have the tools to implement effective Account Based Marketing
You have probably noticed that Account Based Marketing (also known as ‘ABM’) is a buzz phrase in the marketing world at present. One of the reasons that the topic is getting far more airtime these days is because more companies now have the tools to be able to effectively implement an ABM strategy. Continue reading “We finally have the tools to implement effective Account Based Marketing”
Modern day myths of email development
It is very easy to learn something and never question it after that point. I certainly do it however when living in a world with such rapidly changing technology, it can be dangerous not to re-consider things now an then.
Migrating to Salesforce Lightning is a great opportunity to optimise your CRM
If you are currently using Salesforce Classic, migrating to Lightning may not be a straightforward task, especially if your org is heavily customised. While it might not be the right time for many customers just yet, companies as big as T-mobile have benefited from the ‘upgrade’. Continue reading “Migrating to Salesforce Lightning is a great opportunity to optimise your CRM”