SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
For all the variety in the programs human services organizations have, there are a few semi-universal constants that they typically have in common that can have implications for your CRM implementation. Before your organization gets started implementing Salesforce, there are some key points you might want to consider.
Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
The Payment Card Data Industry Security Standard – PCI Standard for short – is a baseline of technical and operational requirements to help you protect your constituents data and your organization from liability. It applies to you if you at any point store, process, or transmit card-holder data or other sensitive personal information.
Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters. There is a LOT you can do with Salesforce Analytics right out of the gate. Learn more in this post.
Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If you’re using Marketing Cloud today, you’ll definitely want to check out Content Builder!
The Salesforce Analytics Cloud (aka Wave) is a strong contender for organizations that are already using Salesforce for some aspect of running their business. Wave allows organizations to pre-define dashboards and reports (called Lenses) based on data contained within Salesforce and imported from other systems, but it’s real power is that those tools aren’t static; users can drill into the data in different ways in order to answer different questions about how their business is doing.
At first glance, Pardot may not seem to be the best solution for us nonprofiters – BUT IT IS! We will debunk the myth of Pardot simply being best for B2Bs and share our insights that Pardot can be perfect for your nonprofit.
Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption, low-efficiency, up to high adoption and high efficiency. A key indicator of where your organization might be revolves around the use of reports. Let’s explore that a bit and learn more about these three states.
The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in Salesforce Marketing Cloud.
