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 visualisation features offer a user-friendly interface that transforms complex data into understandable and interactive visuals.
Read
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. Your business is likely collecting vast amounts of data, but how can you start using it? It is easy to fall into old habits by building from report requests using gut instinct. However, we often find that this does not yield the expected results.
Read
Qualifying Existing Contacts from Account Engagement
When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement’s out-of-the-box features provide an easy route for new prospects to be identified, qualified, handed over to sales and worked through the sales process.
Read
GitHub Copilot
To my surprise, GitHub Copilot is an astonishingly good tool for developers. In this post, we will look at some AI history and context, then get into some example interactions of coding with Copilot.
Read
Marketing GPT – What’s it all about?
So there we have it – the future of AI has arrived at Salesforce. Following the swift rollout of Sales GPT and Service GPT, Salesforce announced Marketing and Commerce GPT at Connections in June.
Read
Salesforce AI: An Overview
Artificial Intelligence (AI) has flooded the tech space in the past year. Chat GPT by OpenAI is the biggest player to shake things up and reach the everyday web user. AI is not new for Salesforce, with Einstein on the scene since 2019, it’s no surprise that Salesforce is ready for a fast-paced evolution of […]
Read
Build your Landing Pages with UX in mind
You might have heard the expression “Solve for one, extend to many” – the mantra of inclusive design, which is a huge part of UX conversations. When it comes to Account Engagement Landing Pages, I believe this methodology is about making your pages easy to use for everyone.
Read
Team Nebula at London’s Calling 2023
With an impressive lineup of speakers, hands-on workshops, and networking opportunities, London’s Calling 2023 had something on offer for everyone.
Read
Leading with Data: How CRM Analytics Can Help You Make Better Decisions
Someone asks you to build a report and gives you all the necessary information. You proceed to create it, review it, and test its results. But when you present your dashboard, the person who requested it does not trust the numbers they see. How can you build that trust and start leading with data?
Read
Reflections on Connections 2023
Sat back in my office in sunny London as the dust settles after a whirlwind trip to Connections, I’m left to reflect on my time in Chicago.
Read
Unlock Data Insights with CRM Analytics Visualisations
Salesforce CRM Analytics is a powerful tool that allows organisations to analyse and visualise their data in a user-friendly and intuitive manner. In today’s data-driven landscape, businesses face the challenge of extracting meaningful information from vast amounts of data. That’s where CRM Analytics comes in.
Read
Account Optimizer for Account Engagement
In the Spring ’23 release Account Engagement Users were able to opt-in to the beta version of the Account Optimizer. This tool surfaces factors that could be affecting the performance of your account and provides you with a recommended action and the priority for this.
Read