Salesforce and CRMs

Salesforce Security Pillar 1: User Access

June 13, 2022·If you’ve been following along with our blog, you may have already seen our original post, The 3 Pillars of Salesforce Security. In this post, we’re going to do a... Read More

by Prag Ravichandran Kamalaveni

Salesforce Summer 22 Release Features – Our Top Picks

Our Salesforce team has poured over the Salesforce Summer ’22 Release notes and picked the top 5 features that they believe will have the biggest positive impact on the lives...

Key Considerations when Configuring Service Territories in Salesforce Field Service

Within Salesforce Field Service, the configuration of service territories is a very important step. Making sure that these are set up properly, and aligned with an organization’s business goals, allows...

The Three Pillars of Salesforce Security

We live in a world where data breaches are not a question of if, but a question of when. Data breaches are on the rise for the third consecutive year,...

Quality Assurance for Marketing Automation

Your metrics are only as good as your data, so how do you take steps to ensure your marketing automation (MA) system stays clean and is working optimally? The easiest...

Please do not try to build your own Lead Routing Solution in Salesforce

I beg of you. Don’t do it. One might assume that an organization that provides high end resources to enterprises would want to build big complex things. And in some...

Creating Effective User Stories for Salesforce

When managing any Salesforce project, one of the keys to success is the creation of properly written User Stories. These will provide your team with the building blocks they need...

The Art of IP Warming

So you have a marketing automation system and you are trying to make a big decision: dedicated IP or shared IP? How do you know what will work best for...

Applications Now Being Accepted: Intro to Salesforce Marketing Cloud Program

UPDATED APRIL 2022 – APPLICATIONS ARE NOW CLOSED FOR THIS SESSION. THANK YOU FOR YOUR INTEREST. Intro to Marketing Cloud program is a 6-session live online training that will teach...

How CRM Analytics Benefits the C-Suite

CRM Analytics can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation...

4 Automated Email Journeys Every Travel Brand Needs

Using Salesforce Marketing Cloud To Deliver Relevance Travel is back in the collective consciousness and executives in the tourism industry need to meet travellers where they are right now –...

What Is Business Intelligence?

Business Intelligence (BI) comprises the strategies and technologies used by enterprises for data analysis and the management of business information. A critical output of any BI practice should be the...

The Salesforce Partner Questionnaire Checklist

Questions to Ask Before Selecting a Salesforce Partner The Salesforce ecosystem and Sales and Marketing Operations in general are evolving at a whirlwind pace. It is almost impossible to have...