Case Study: Lubrication Technologies Solution: Salesforce Sales Cloud Lubrication Technologies, Inc. (Lube-Tech) is an innovative lubricants company offering a broad product portfolio of lubricants, energy solutions, and services. A successful multi-focused organization constantly improving lubrication and energy solutions for their customer, and industry. Need: The inside and outside sales teams needed effective information sharing. Teams […]

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Case Study: Yearbook, Memorabilia, and Rings Solution: Salesforce Service Cloud A well known and established market leader in the graduation jewelry and school year book markets. The enterprise deployed Salesforce to strengthen their technology solutions and centralize their operations around a robust, scalable platform. Need: The enterprise was experiencing process duplication that required an expensive […]

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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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What is Pardot? Salesforce / Pardot If you have worked with Salesforce or are familiar with marketing automation software, it is likely you have run across one of the hottest tools on the market … Pardot. Pardot is Salesforce.com’s marketing automation suite that helps companies engage with prospects and leads in a simpler and smarter […]

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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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Free Apps That Make a Salesforce Admin’s Life Easier There are hundreds of free and paid apps on the Salesforce AppExchange so it is not surprising that finding the right one(s) to use can be overwhelming. Prior to implementation there are many steps to take to confirm the app will meet the business needs of […]

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Keys to Good Reporting Salesforce / CRM Reporting Reporting is one of those areas where everyone needs to see something different. Top-level executives love the idea of a dashboard to let them know how each business unit is performing; Sales managers need to see how their people are performing and what the pipeline looks like; […]

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CRM: An Introspective What can it mean for your team? Success Derived from Data Quality Customer Relationship Management (CRM) focuses on the movement of customers through the pipeline, beginning with a marketing classification and culminating in a service experience. Anyone discussing CRM practices on a regular basis can appreciate the depth modern CRM platforms bring […]

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