Put Mobile First in your Email Marketing
Emails make up the core of any marketing automation platform, and Account Engagement is no exception. Whether you are sending targeted email communications or automated…
Using Queues in Account Engagement
First things first, when we’re talking about a queue in Account Engagement - what do we actually mean? (more…)
Salesforce CPQ – The Price Waterfall
What is the Salesforce CPQ Price Waterfall? The CPQ Pricing Waterfall is a multi-step process/sequence that utilises different prices and discounts to get us to…
Building Forms with Multiple Dependencies
In Account Engagement, dependent fields allow you to establish a parent-child relationship between the different form fields. By dynamically presenting fields based on previous selections,…
Taking Control of Time: Building a Better Relationship with your Working Day
Finding effective strategies to manage our time and tasks is more important than ever in our fast-paced and demanding world. Whether you're a busy professional,…
Stop Talking about Data Hygiene and Start Taking Action!
One of the most common phrases I hear when speaking with customers is “We just need to sort our data quality”. It’s a commonly repeated…
Do You Really Need That Field?
It is straightforward to create a field in Salesforce. The flexibility of Salesforce is one of my favourite things about the platform. However, with this,…
A Closer Look at CRM Analytics Dashboard Viewer Features
In the realm of data analysis and reporting, CRM Analytics stands out in the way that it empowers the end user, the dashboard viewer. Its…
The Importance of Becoming Data-driven
Being a data-driven company is more than a buzzword. It is a way of life for businesses, and the benefits it can bring are huge.…
