Case Study: Technology Furniture Manufacturer Solution: Salesforce Service Cloud Manufacturer of adjustable and innovative technology furniture that promote healthier, more productive environments for life and work. Need: A technology furniture manufacturer needed experienced Salesforce / CRM experts to guide the enterprise on system recommendations and strategy. There were complex integrations between Salesforce and M2K in […]

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Case Study: Public Research University Solution: Salesforce App Cloud A public institution operating with the mission to change lives through research, education, and outreach. Need: This “Public Research University” has an extensive history with Salesforce, with multiple orgs providing functionality for various groups. To support the natural cycles of change at the institution, it needed […]

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Geocoding Features Alexa: Check out Salesforce’s New Geocoding Features A few weeks ago, I was at my brother-in-law’s house checking out their Amazon Echo.  The kids were having a blast playing tunes and adding items to the shopping list.  Okay, maybe it wasn’t just the kids. I picked up an Echo and began tinkering with Alexa, Echo’s version […]

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Advanced Flow Tips and Tricks Salesforce Tips & Tricks By now, all administrators and developers should be familiar with Salesforce’s Flow capability. In brief, it’s a visual way of outlining and implementing a business process or set of tasks.  Flows are a great way for both administrators and developers to customize Salesforce to suit their […]

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Data Dirty Dozen How to Mitigate CRM Data Quality Difficulties & Deficiencies As mentioned in a previous post CRM: An Introspective, the value of a CRM platform is dependent on successfully managing the quality of data put into it. Attempting to sell, market or serve a client with a baseline of bad data is an uphill battle. […]

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Omni-Channel Salesforce Omni-Channel “Omni-Channel has the power to increase your agents’ response time and effectiveness…” Before Salesforce.com came into my life I was in the Customer Service world, and during that part of my life I spent a few years in a technical support center answering phones and emails. The phone system had CTI to […]

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Case Study: Buhrs Holding BV Solution: Salesforce / CRM How to go beyond the basics and get maximum value from Salesforce.com Buhrs is a leading worldwide provider of mailing and fulfillment solutions. Its systems prepare media products, such as magazines, newspapers, direct mail, books, videos, compact discs and cards, for distribution. Based in Rotterdam, The […]

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Case Study: Center for Diagnostic Imaging Salesforce Sales Cloud Healthcare Specialist CDI takes it one step at time for Salesforce Success Founded in 1981, The Center for Diagnostic Imaging (CDI) was one of the first freestanding, outpatient imaging providers in the country. CDI is now a national network of imaging providers offering a full range […]

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