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 […]
Read
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.
Read
At Last, You Can Now Set Engagement Studio Wait Times in Hours
The wait is over! A highly requested feature update to Engagement Studio allowing users to be more precise with wait times has finally arrived in the Winter ‘24 update for Account Engagement (fka Pardot) users.
Read
Salesforce Data Cloud and CDPs Explained
If you’re reading this blog, you’re likely interested in a CDP or want to learn more about them. We’ll explain more about CDPs and specifically Salesforce Data Cloud.
Read
Getting Started with Salesforce Pipeline Inspector: Tips and Tricks
In the competitive world of sales where efficiency and accuracy are the keys to success, Pipeline Inspector is here to help. Pipeline Inspector boosts sales efficiency with consolidated pipeline data, metrics, AI insights, and close date predictions, enhancing accuracy and success.
Read
Gathering Requirements for Analytics: Mastering the Art
In the fast-paced business landscape, analytics stands as a pillar of informed decision-making. But before diving in, it’s essential to gather the necessary data and inputs effectively.
Read
From Confusion to Success: How a Salesforce Consultant Can Help
In today’s warp-speed business world, having a top-notch customer relationship management (CRM) system is like having a personal GPS for success.
Read