Campaign Influence is a standard Salesforce feature that calculates how Salesforce Opportunities are associated with the Campaigns that help generate them by assigning a percentage of success to those campaigns. Continue reading “Bridging the gap between Sales & Marketing: Salesforce Campaign Influence”
Category: Sales Cloud
Personalise emails with a formatted date in Account Engagement
One of the benefits of using Account Engagement (Pardot) is the capability to personalise emails. We can use data from a date field to show when something has happened or is happening, for example; your renewal is coming up on DD/MM/YYYY, or your booking is on DD/MM/YYYY. Continue reading “Personalise emails with a formatted date in Account Engagement”
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”
Dreamforce 2024: A review of the impending AI Revolution & Data Takeover!
Dreamforce 2024: A review of the impending AI Revolution & Data Takeover!
Continue reading “Dreamforce 2024: A review of the impending AI Revolution & Data Takeover!”
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 to Set Up a Custom Domain for Your Salesforce Digital Experience
In the world of customer engagement, having a personalised and branded space for your community is essential. Salesforce Digital Experiences provide a powerful platform for collaboration and interaction, and one way to enhance your Digital Experience is by setting up a custom domain to make this personal to your brand. Continue reading “How to Set Up a Custom Domain for Your Salesforce Digital Experience”
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”