It’s quite evident these days that Salesforce is full-speed-ahead with using the power of AI to help transform the way businesses interact with their customers. Case in point, their “AI+Data+CRM” formula combines AI with data to create a more holistic view of the customer, allowing for more personalized and relevant experiences. Let’s take a look […]
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It won’t surprise anyone to know that migrating data from a legacy system to a Salesforce® solution requires some careful planning and execution. And after you’ve chosen your Salesforce migration partner, there are a lot of things to take into consideration. Thus, the reason for us reaching out to Salesforce Lead Technical Architect Richard MacDonald […]
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After their initial Salesforce® implementation, certain business practices become easier and productivity enhances. But with time, your business, industry, and even Salesforce features change and it may become necessary to modify or improve the functionality of your Salesforce platform to do more with less, and keep teams aligned and focused on the customer experience. In […]
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The world of customer service is changing. Customers seek a personal and emotional connection with brands and expect consistent and seamless connections across all channels. But given that customers have more touchpoints with brands than ever before, it can be difficult to make quality connections at scale. That’s where the power of automation and artificial […]
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Are we really putting 2022 in our rearview mirror? Where did it go? Well, there’s no looking back now, so let’s push forward with eyes wide open into what we hope will be an amazing 2023 for all! But before we do that, we wanted to take this opportunity to share the Top 22 Salesforce […]
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Many marketing teams using Salesforce Marketing Cloud™ create their email segments through the use of filters, which allow users to filter a specific data extension based on data values to identify the subscribers who meet the desired criteria. However, sometimes the data needed to create the segment does not live within a single data extension […]
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Data is more than a trending topic. Today, data drives business solutions and tells a story about what is happening in your business. Whether manufacturers are using data to pinpoint defects or downtime in their machines, retailers are analyzing their new loyalty programs, or a healthcare provider is monitoring patient engagement, data tells a story. […]
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Are you looking to segment your data in Salesforce Marketing Cloud to reach that key audience? Do you find yourself needing to segment or apply filters on a regular basis to get the latest data before you send an email? Marketing Cloud provides a manual process to filter data Extensions or Lists, but there is […]
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Implementing a digital transformation introduces exciting possibilities in business. From employee success and customer satisfaction, technology enhances experiences for all. Automation boosts efficiency and creativity in employees by removing tedious and manual tasks and freeing them to tune in to what is important. It also provides customers with what they need to have a memorable […]
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Salesforce® data security… Who hasn’t pondered that while in the midst of a new implementation or ongoing usage, especially as there is not one sole document that will explain all of the intricacies of how Salesforce establishes data security. In truth, security for any Object in Salesforce, not just Cases, entails the configuration of several […]
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