Unveiling the Power of Salesforce Sandboxes: Best Practices and Benefits
Salesforce sandboxes are a powerful tool that can help you develop, test, and deploy customisations and new features more efficiently. In this blog post, we will explore the benefits of using a Salesforce sandbox and the best practices for using it.
Read
Announcing the Salesforce Certified Marketing Associate credential
New year, new credential! Salesforce has today announced the new Salesforce Certified Marketing Associate. This brand new certification allows marketers to prepare for a career in Salesforce marketing and demonstrate their understanding of the platform.
Read
Contract Management – Utilising Salesforce CPQ with Contract Amendments
This is the second in a series of blogs covering all aspects of Contract Management in CPQ, see the first blog on the fundamentals of Contracts and Renewals here.
Read
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?
Read
What You Should Know About Repeatable Engagement Programs
An Engagement Studio program is a powerful tool that can help automate your marketing in Account Engagement. These programs can be used for many cases but be cautious before you start building yours.
Read
Prospect Resubscribe Not Working?
Increased domain security over the past few years has meant that cross-domain tracking is not possible. For customers with multiple tracker domains in their Account Engagement account, it is critical to remain consistent with domain usage across the right assets.
Read
Lead Source Tracking in Account Engagement (Pardot)
Firstly, what is ‘lead source’? Let’s start by defining what a ‘lead source’ actually is and why we use it.
Read
Salesforce CPQ Contracts & Renewals: Automating Your Sales Process
Salesforce CPQ has many functions and features to help automate and improve your business processes. The Contracts and Renewal process is a key element for any business.
Read
Are You Getting Value from Account Engagement?
As the saying goes, price is only an issue in the absence of value. This is a more pressing issue when we look at the current economic climate and the ever-increasing challenge of acquisition. Marketers are expected to do more, with less budget. So if you have Account Engagement, but you aren’t sure you are […]
Read
Prepare for 2024 Changes for Email Senders
Google & Yahoo are releasing changes for email senders to reduce spam emails for their users. However, this could mean that your domain could be flagged as spam if you do not prepare. If you are a Marketing Cloud user (Account Engagement or Engagement) and you are concerned about how this might affect you, you’re […]
Read
Smart Scoring for More Successful Leads and Opportunities
In today’s fast-paced business world, sales teams are constantly seeking ways to enhance their efficiency and boost their success rates. The answer to this conundrum lies in Einstein Scoring, an AI tool offered by Salesforce.
Read
Staying Ahead of the Curve: Best Practices for Salesforce Release Planning
Salesforce provides release updates that improve the performance, logic, security, and usability of their products 3 times a year – Spring, Summer and Winter. Whether you are transitioning from Classic to Lightning, or you’ve been on Lightning from the start, keeping up with the latest release will bring you one step closer to boosting the productivity of your users.
Read