Measure Adoption and Collect Feedback Early and Often Implementing Salesforce is only the first step toward digital transformation. Unless your team uses the platform effectively, even the most well-planned and expertly delivered training won’t guarantee long-term success. That’s why tracking adoption and gathering feedback early and often is essential. Measuring how users engage with Salesforce […]
Problem As a leading provider of mobility solutions for industries such as warehousing, healthcare, transportation, and retail, the client faced a growing challenge: handling the management and service of a rapidly expanding fleet of Android-based devices while maintaining high levels of customer satisfaction. Internally, their teams struggled with siloed systems and manual updates, leading to […]
Using scenario-based training and expert Salesforce consultation builds confidence, drives engagement, and ensures long-term success. One truth stands out regarding Salesforce training: adults learn best by doing. Passive learning — like watching long tutorials or sitting through hours of lectures — rarely leads to meaningful skill development. To assist with higher adoption rates, training should […]
Align your training with user roles and streamline adoption through expert Salesforce consultation. With great power comes great complexity. One of the most common pitfalls seen in Salesforce admin training is delivering the same training to all users, regardless of their role. This approach often leads to confusion, low adoption rates, and wasted time. The […]
Maximize AI’s potential with intelligent automation and the right Salesforce implementation partner. Salesforce’s AI features are powerful on their own. But to truly get the most out of them, your business needs a solid foundation of optimized automation. The magic happens when automation and AI work in sync. In this blog, we’ll discuss why Salesforce […]
Why You Shouldn’t Always Trust Google, and Why Salesforce Is the CRM That Always Delivers In the fast-paced world of warehousing, distribution, and logistics, a CRM system isn’t just a digital Rolodex—it’s a mission-critical infrastructure. Choose the wrong one, and it can bottleneck your operations. Choose the right one; it becomes a powerful engine for […]
Have you been having difficulty setting up custom reports in Salesforce? Here are five easy tips for sales teams and admins. If you’re working in sales or managing a Salesforce org, you already know data is everything. But raw numbers are only useful if they’re organized into meaningful insights. Salesforce comes with a variety of […]
Artificial Intelligence (AI) is revolutionizing how businesses operate. Salesforce users have a unique opportunity to leverage AI tools for enhanced efficiency, productivity, and customer satisfaction. But let’s be honest: AI isn’t a magic wand. To truly reap the benefits of AI, you need a game plan. That’s where a Salesforce implementation partner can be invaluable. […]
Does Salesforce Integrate With Other Systems? Salesforce is a powerful and versatile platform on its own. But let’s be honest; no business relies on just one tool. You’ve got accounting software, inventory management software, customer service platforms, and who knows what else. So, the big question is: Does Salesforce play nice with other systems? The […]
Case Study: PROBLEM This Maryland nonprofit provides low-cost automobiles for individuals in need through a qualifying application process. In the past, each application required manual review and Salesforce entry, resulting in unforced errors, lengthy bottlenecks, and oftentimes a need for resubmission. Due to these inefficiencies, the nonprofit could only process 20 applications statewide yearly. […]
How a dedicated Salesforce partner can help de-stress your accidental admin. Congratulations (or Condolences?)—You’re the New Salesforce Admin! So, your company just bought Salesforce. That’s fantastic! And because you’re a trusted, capable team member, or you just happened to be standing too close to the decision-makers, you’ve been “voluntold” as the new Salesforce admin. Exciting, […]
Get your sales and operations working together with Salesforce admin training. Informed decisions are always the best decisions. Taking available information/data and forming a strong action plan usually garner the best results. Salesforce provides your sales and operations people full visibility into all the information they need to make informed decisions. If they know how […]
