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 […]
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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.
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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.
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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.
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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.
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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.
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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.
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CPQ Price Rules – What Are They?
In Salesforce CPQ, Price Rules are mechanisms used to adjust product prices based on predefined conditions. These rules ensure that the quotes you give to your customers are accurate, and consider various factors and business logic that might impact the final price.
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Salesforce Announces Free Data Cloud and Tableau
At Dreamforce 2023, Salesforce announced that customers with Enterprise, Unlimited or Unlimited Plus Edition will be provisioned with free licenses for Data Cloud and Tableau.
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Avoid These 6 Email Marketing Mistakes to Maximise Long Term Success
In today’s digital era, email marketing remains a powerful tool for businesses to connect with their audience, drive engagement, and ultimately boost conversions. Whilst the potential benefits are immense, navigating the landscape of email marketing requires finesse, attention to detail and evaluation over time.
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Boosting Form Security: The Vital Role of Visible reCAPTCHA in Marketing Forms
As we know, having a form on your site or landing page is an effective way of obtaining information from your prospects. That’s why it’s important to keep an eye out on your form functionality and submission rates for unexpected errors. Form submission errors can be a major issue if left unnoticed.
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Custom Email Preference Centre – What is it?
An Email Preference Centre is a place where your known prospects can subscribe (or unsubscribe) to the types of communications they receive from you. The intention of having this is to allow your prospects to choose which communications they are interested in reading about.
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