News & Updates

CloudKettle has been acquired by Bell, so what now?

July 11, 2024·You may have heard… but we announced some pretty big news earlier this week, and I have some thoughts to share on that. But first you have to read this... Read More

by Greg Poirier

There is No Such Thing as Neutral Dashboard Design

We tend to think of numbers as facts and, in many ways, this is completely true. If my thermometer says it is 20 degrees outside, that is strong evidence that...

Everything You Need to Know About Salesforce Data Cloud Credits

Credits power usage in Salesforce Data Cloud — every time you perform an action in Data Cloud, credits are consumed. Credit consumption is based on different actions performed in the...

Configuring Service Cloud Voice

In our previous post on Service Cloud Voice, we reviewed what this new telephony tool actually does, and how it can be beneficial to organizations. It’s great to know the...

5 Takeaways from Salesforce Connections 2024

The Connections conference holds a special place for me. It’s an event that shares new product roadmaps, provides opportunities to meet fellow marketers, clients, and partners, and offers a glimpse...

What is Salesforce Revenue Lifecycle Management?

Revenue Lifecycle Management (RLM) is a new revenue solution from Salesforce, offering a combination of Salesforce processes and technologies that help businesses manage Sales and Finance in a single unified...

Leveraging Data to Boost Bundling & Retention for Telcos

Telecommunications companies have access to an immense amount of data. This data, if properly harnessed, can become a gold mine of valuable insights. However, the challenge lies in the ability...

Top 7 Email Design Best Practices

For most businesses, email marketing is the best way to communicate with customers or clients – no matter if they are in the B2B or B2C segment. Making these communications...

Service Cloud Voice Primer

What is it and what are the benefits? The Salesforce ecosystem powers the Sales and Service engines at some of the world’s largest companies. Historically, organizations have had to rely...

The Three Pillars of Marketing Attribution

Marketing Attribution has been a controversial topic among marketers. There are two sides in this debate: One side believes the attribution data collected today shouldn’t be taken too seriously, as...

Integrating Health Cloud and Data Cloud

Medical Record Management Challenges Medical record management poses several key challenges for healthcare providers. Most notably, ensuring the integrity and availability of patient health information, while remaining compliant with regulations...

How to Create Dynamic CPQ Quote Templates in Salesforce

After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming,...

Integrating Financial Services Cloud and Data Cloud

The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers...