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Following a new merger, this leading healthcare network recognized a growing need to unify its digital presence and streamline patient communications. To manage this transition, the client partnered with Surety Systems to provide expert oversight for their Salesforce Marketing Cloud environment. The primary objective of this initiative was to establish
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As you know, every major Salesforce release brings us hundreds of new features across a wide variety of products, and with so much to cover,...
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It’s the most wonderful time of the year (for Salesforce users). Why? Because the Winter 2020 release is finally upon us! This release includes several...
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What is Salesforce? Salesforce is a customer relationship management (CRM) cloud-based software that provides organizations with the tools necessary to connect with their customers. An...
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We’ve talked about how Salesforce can boost your customer service department in general with Service Cloud, as well as the advantages of Omni-Channel Support in...
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Omni-Channel vs. Multi-Channel While similar methods of approaching customer service channels, Multi-Channel and Omni-Channel aren’t quite the same. In a Multi-Channel setup, your customers have...
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When it comes to CRM solutions, Salesforce is the market leader. It’s great at managing contacts and customer details; it supports a wide variety of...
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In our recent article on what you need to know about moving Visualforce pages to Salesforce Lightning, we mentioned apps from the Salesforce AppExchange that...
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Transferring your Visualforce pages to Salesforce Lightning from Classic can sometimes be easier said than done. Customers who’ve written apps in Visualforce for their Salesforce...
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With the advent of spring, people are encouraged to take a good hard look at the things they’ve collected and ask themselves, “Do I really...
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You’ve heard the news that Salesforce isn’t updating Classic anymore, you’ve done your research on all the enhanced features in Lightning Experience, you’ve read about...
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If you’ve read about all the modern features Salesforce Lightning has to offer in comparison to Salesforce Classic and decided those sound right for you...
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Why pay for what you’re not using? It’s a simple question, but many companies are still only using Salesforce Classic instead of Lightning Experience. If...
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Over the past decade, Salesforce stock has risen 2,000%, and in 2017, the company announced their intentions to more than double their revenue from $8.4...
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The CPQ (Configure, Price, and Quote) process is vital to any Sales department, so it makes sense that sales leaders would be interested in the...
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There are a number of advantages to the Salesforce Lightning Platform, including its lightweight design, ease of use, and customizability, but with a recent announcement...
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