Author Archive

Salesforce Administration — 7 Best Practices!

Friday, July 24th, 2020

Whether you are beginning your Salesforce administration journey or you are a pro—brushing up on administration best practices is always beneficial.

Consider your Salesforce instance a living organism—from time to time, it needs some extra attention.

Over the years, we have implemented numerous Salesforce instances and trained various profiles of users. As a result, we have gathered many nuggets of wisdom, which we wish to share with you here, so that you can improve your Salesforce administration practice.


Read on to learn more.


Salesforce Summer 2020 Release – New Features To Get Excited About

Saturday, July 11th, 2020

The summer of 2020 is in full swing; therefore, it’s time to discuss the Salesforce Summer 2020 release. As you may have noticed, Salesforce postponed this year’s summer release as a result of COVID-19 event.

According to Salesforce, here’s the new Summer ’20 release schedule:

  • Sandbox preview: May 29-30, 2020
  • Summer ’20 Production release
    • First Release window: June 12
    • Second Release window: July 10
    • Third Release window: July 17-18, 2020


Read on to discover our favourite release updates of Summer 2020. 


Service Cloud & Social Studio — Why and How to Practise Social Customer Care

Saturday, July 4th, 2020

Most customer care agents have already experienced the connectedness of social media and customer service. In fact, an estimated 67% of consumers practise reaching out to brands via social media to resolve an issue.

As a result, responsiveness and presence on social channels have become some of the fundamental building blocks of excellent customer experience.

While Salesforce Service Cloud helps customer care agents respond to customer inquiries swiftly and effectively, Social Studio is Salesforce’s solution that facilitates posting, responding and listening on social media platforms. When joined, they become — Social Customer Service. 


Personalising with Pardot will engage your audience, this is how!

Friday, June 26th, 2020

Check out these 3 methods to personalise with Pardot for optimal engagement

By 2020 most businesses have experienced the beneficial results of personalising their marketing communications, and even the customers have evolved to expect it now.  According to Salesforce’s State of the Connected Customer report, 84% of customers say being treated like a person, not a number, is very important to winning their business.

 This insight comes as no surprise to those who keep up with the marketing trends, especially those who use marketing automation to aid their efforts.  With this in mind, we wanted to share three methods of using Pardot to personalise your messaging and with it — achieve more desirable results.



Salesforce CRM and Pardot Connection: How using CRM data advances marketing automation efforts

Saturday, June 20th, 2020

Breaking down the barriers between sales and marketing department keeps every business busy. Even though using the CRM and marketing automation platform share the same purpose – increase in profits – the steps to get there can vary quite a bit. But, if the two departments don’t find a way to collaborate effectively, the repercussions can include anything from corrupt data to lost revenue.

To ensure that sales and marketing connection brings overall business benefits, we must get the CRM and marketing automation talking, freely and clearly.

Ideally, Pardot will follow the prospects through their journey with your company, picking up any signals of buyer’s behaviour and triggering its sales counterpart (CRM) to act when the prospect exhibits this behaviour.

Similarly, the CRM users will return the favour to the marketing department by sharing their insight into customers behaviour as they continue nurturing the relationship after purchase.  To better understand how a free data flow between Pardot and Salesforce CRM can benefit your organisation and the ways of achieving it — read on.


How Salesforce CRM and Pardot connect

When Salesforce and Pardot unite, the data can securely move between the platforms every two minutes, via the Salesforce Connector.  In essence, this means that when you update a relevant record in Salesforce, Pardot will pick it up and sync automatically. The same rule will work the other way, as the connection is bidirectional.

We have previously talked about how Pardot supports the sales reps, so now we want to address how the CRM data can help the marketing department boost their efforts.