Salesforce Archives

Getting Started with CRM Analytics (Formerly Einstein Analytics)

Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been...

BANT: A Dead Easy Method for Qualifying Leads

BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline....

Introducing Health Check for Salesforce Marketing Cloud

Identify key issues in your Salesforce Marketing Cloud account with an easy-to-use App. We’re excited to announce that Health Check for Salesforce Marketing Cloud is now available on the Salesforce...

Super-charge Your Salesforce Reports

Improve Salesforce Reports with Formulas Salesforce Reports and Dashboard are cornerstones for Marketing Operations and Sales Operations teams of all shapes and sizes. They provide the ability to compile and...

How to Leverage Interaction Studio and Marketing Cloud to Create Highly Customized Customer Journeys

According to Salesforce’s 2020 Marketing Intelligence Report, only 45% of marketers believe they can drive measurable business outcomes very well. In order to reach today’s consumers, brands need to be...

How to Build Custom Content Blocks for Salesforce Marketing Cloud with MJML

This post was written for marketing teams leveraging Salesforce Marketing Cloud who want to maximize their efficiency when sending emails. Instead of building a unique email from scratch for every...