Recommended Apps

Salesforce Sales Cloud or Microsoft Dynamics?

The CRM industry is highly competitive, forming the biggest software market with expectations to grow up to $40.26 billion in size in 2023.  Even though we can find numerous CRM products today, the most significant influencers are still the two giants; Salesforce and Microsoft. While Salesforce holds 19% of the CRM

Forecasting Sales with Salesforce

Sales forecasting represents the activity of predicting the sales pipeline and its final revenue within a chosen period, answering the two fundamental questions of any sales department — how much and when.   According to Salesforce, sales leaders tend to be accurate within 10% of their forecast more than 50%

Boosting Digital Engagement with Salesforce

Boosting Digital Engagement with Salesforce through WhatsApp, Live Chat, SMS and Facebook   Maintaining several channels to engage with customers has become a regular occurrence with businesses. However, keeping up with market trends and customer’s expectations is what tips the scales in your favour.  There are many benefits of boosting digital

Use Salesforce Inbox to Boost Sales Performance

Salesforce Inbox is the smart inbox that leads to a productive sales process.  The app unites all of your email clients into one app, to ensure no information is missed and that the rest of the sales process flows smoothly. Research has repeatedly revealed how most sales reps waste time going

A Beginners Guide to Joined Reports & Formulas

Many Salesforce enthusiasts find creating Joined Reports puzzling, which is why this feature has been so underutilized.  Joined Report is one of four report formats within Salesforce, that allows you to present data in ‘single report’ after it gets combined from multiple report types. Having different reports from different report types

The Changes In Customer Service Standards Due To COVID-19

As a result of the COVID-19 pandemic, businesses across the world found themselves having to reiterate their operational models. Customer service centres experienced a massive spike in call volume, especially across the travel industry after numerous trips were being cancelled. Other examples include financial service companies, such as lending institutions,

Beginners guide to implementing Salesforce Einstein AI in your business

Salesforce Einstein AI is where the digital transformation future unfolds.  Research showed that in 2017, only 20% of companies responded that they were adopting AI. While in 2018, almost half (47%) of respondents reported they had begun their AI journey.   Salesforce introduced Einstein AI in 2016, and since then, Einstein

B2B Marketing Analytics – Creating Smarter B2B Marketers

B2B Marketing Analytics is what it sounds like – Marketing Analytics for B2B Marketers.

Salesforce Administration — 7 Best Practices!

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

Three Common Email Marketing Mistakes You Should Avoid 

Email marketing is still one of the leading ways to connect with your leads and customers. Or annoy them.   Today, marketers are bombarded with tactics and methods promoted as the ‘the next best thing’ – urging them to try it out. Furthermore, it’s a fantastic opportunity to live in

Salesforce Summer 2020 Release – New Features To Get Excited About

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

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

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

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

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

Master Email Marketing with Pardot

Learn best practices to back your efforts Email is still the primary marketing channel for most businesses, as it’s proving to be the most effective — with an average ROI of 3,800%.  Even with the rise of newer channels, email is still going strong. According to the Salesforce State of Marketing

Diversity at Cloud Orca

With all that is going on in the world, I wanted to take some time out to speak to the Cloud Orca team about what diversity means to them and what it is like to work for Cloud Orca. Read about their thoughts here.  

Pardot Lead Qualification: Setting-up the lead scoring and lead grading system

Every conversation about Pardot somehow circles back to its robust lead qualification features. Pardot’s lead qualification helps businesses identify the leads that are ready to buy through its lead scoring and grading system. This way, companies can prioritise required actions, so the lead ends up becoming a customer.   The benefits

From spreadsheets to Salesforce – tips to assist your migration process

Every business is different; therefore, every implementation, including the process of migration, will be different as well.  Yet, many share common elements.  If you are thinking of moving your operational processes from spreadsheets (or another platform) to Salesforce, give this article a quick read. You will learn some of the key

Learning to use Salesforce – A stress-free beginners guide

So you have your Salesforce login credentials and now you’re ready to take Salesforce for a spin. Excellent news! Like many who came before you, working with a new CRM system can feel overwhelming, maybe even leave you worried about your progress.  High CRM adoption rates are more important than

Is Salesforce the right choice for your startup? Here are 3 simple questions to help you decide

Many decisions you make in your startup can be difficult, but picking the right CRM doesn’t have to be one of them.  The secret to easy choosing is in asking the right questions.  

Dreamforce 2020 Will Become A Virtual Experience

Salesforce has announced that its trademark annual event, also known as Dreamforce, will be getting a new appearance in 2020—a virtual one. The Dreamforce 2020 event is scheduled for November 9th to 12th. The same event last year attracted over 170,000 Salesforce enthusiasts. Due to the current climate, the cloud

Woobot: Real-Time Slack & Teams Integration With Salesforce

Here at Cloud Orca we’ve seen our customers’ business disrupted by the Covid 19 event. Work activities and client interactions have all substantially moved online at a record pace. Platforms like Microsoft Teams and Slack have taken over as organisation work to bridge the collaboration gap.  The disruption this is

5 quick tips on how to engage your remote workers with Salesforce

While some industries require having their employees on-site (at least till the robots become an everyday occurrence), countless businesses have no issues operating with a remote workforce.  By leveraging the technology tools we have at our disposal today, teams can do almost everything they would do while sharing the same

Salesforce Financial Services Cloud – 3 things you need to know..

Financial Services Cloud is one of the newer extensions of the Salesforce CRM family, launched in 2015 as a result of Salesforce’s collaboration with some of the leading financial institutions. If you’re considering implementing Salesforce Financial Services Cloud, here are 3 things you need to know

How Quip strengthens collaboration while working remotely

Orca Maps – An Introduction to our Salesforce App

Using visualisation to expand the understanding of your Salesforce records

Dáre’s top (paid) AppExchange Apps

Salesforce platform binds many goodies that both small and large companies can leverage. However, sometimes we can experience missing the technology to automate that one specific part of our business while wishing it would also function well with our day-to-day operational backbone—the Salesforce platform. Enter: AppExchange.

Pricing Models on AppExchange: A guide to buying Salesforce applications

We have all learned this lesson already—just because an app has the word ‘free’ next to its name, that doesn’t mean all of its functions are free forever.

So, what is AppExchange, really?

Before you browse AppExchange, read this.

STAY UP-TO-DATE: 3 CRM trends to follow in 2020

Predictive analytics, chatbots and data unity are just some of the trendy phrases that come up when talking about enterprise technology and its use. As time goes by, both businesses and customer’s needs evolve, leading us to a more productive, reliable and faster future, as per the market flow. Luckily,

Salesforce buys Vlocity for $1.33 billion

Salesforce continues to acquire prominent companies in the enterprise technology arena—this time, the chosen cloud solutions provider is—Vlocity.  The takeover will happen over the next year, and the overall cost of acquiring Vlocity for Salesforce is set to $1.33 billion. In the CRM market, Vlocity is already well-known for building

5 ways Salesforce Marketing Cloud inspires outstanding results

Stress-free Salesforce implementation: 5 tips to help you navigate the process easily

Even though Salesforce technology is here to make our lives easier, implementing it isn’t a walk in the park. Numerous things can go wrong in a CRM implementation process. Whilst today, we can gather a decent amount of knowledge on the best implementation practices online, it’s crucial to secure experts’

Salesforce Spring 2020 Release: New sales features to explore

For most people, spring usually calls for all sorts of upgrades or cleanups. Well, the same goes for your Salesforce instance. Salesforce Spring 2020 release is available to review now, while the new features will become globally available to use from the 17th of February 2020. Therefore, now is the

Automating B2B marketing? 5 ways Pardot will support your vision

Marketing automation is becoming a must-have for all types of companies today. The need to scale marketing efforts is causing the marketing technology landscape to birth new solutions consistently, which is adding to an already crowded space. In fact, the Martech landscape included 7,040 marketing technology solutions in 2019. So it is

How to ditch the stress when choosing a CRM for an SMB

Many business buyers experience a shock when they decide to implement a CRM system.  The CRM market is huge! Therefore, choosing a CRM becomes overwhelming. Every CRM seems to be the best at what they do, and the more you dig into the features, the more perplexed you become. You

5 Signs Your Business Is Crying Out For a CRM

Every business owner has probably heard way too much about numerous CRM solutions.  In fact, if the flood of CRM information has somehow bypassed you – please reach out, I would love to meet you! When you operate in a CRM industry as Cloud Orca does, you get used to

A year in review – How Salesforce blazed its trail in 2019

Salesforce had a good time this year; but, haven’t we all enjoyed the ride as well? Many notable moments deserve a place in the Salesforce year review, some of which we can list in 10 seconds or less.  For instance, this year, Salesforce declared how the Salesforce ecosystem is on track

TRAILHEAD 101 – A beginners guide to the Salesforce learning platform

Salesforce Trailhead is a place where the Salesforce community usually starts to learn about itself.  Judging by Wikipedia, the definition of a Trailhead goes something like this: “A trailhead is a point at which a trail begins, where the trail is often intended for hiking, biking, horseback riding, or off-road vehicles.”

THE EQUALITY TALK: Supercharge the company culture by absorbing strong values

Leading a conversation on the subject of company diversity or gender equality is not as gratifying as it used to be. The idea of equality advanced a great deal. And that’s a good thing.

Dreamforce 2019 unpacked: How Salesforce is innovating with technology

The biggest Salesforce event of the year is behind us.  Dreamforce is an annual mega-conference where Trailblazers, along with Salesforce customers and enthusiast gather in San Francisco to witness the Salesforce magic for four days.

3 easy ways to polish the customer experience with Salesforce

Customer experience is creating a lot of buzz today. For the past few years, we have been hearing about how customer experience will become a key brand differentiator by 2020. In other words, customer experience will soon be more important than the price tag or product quality.  Think about that for a

3 proven ways how 360-degree view helps your business grow

A CRM system can do many impressive things.  Among the CRM highlights, we repeatedly hear how it can save time, streamline operations, produce smart reports or strengthen customer relationships. After all, in the CRM world, the more hands-on we are – the more we can bend the system to our

5 tips to boost user adoption and foster CRM success

During the time that we’ve been Salesforce consulting partners, we have worked with many business leaders on the digital transformation of their companies. Most of them were very much aware of the Salesforce capabilities, even before the implementation. Due to that awareness, the business leaders often shared Cloud Orca’s enthusiasm for

STRATEGY FIRST: 6 tips on how to avoid CRM failure

While the CRM system often symbolises powerful changes and enduring success, sometimes the CRM can turn on the business. Instead of witnessing the great digital transformation as promised, the CRM project detours into a surprising fail. And, CRM failure happens more often than you think. According to several data sources, the failure

What is “Clicks Not Code” in Salesforce and how to benefit from it?

Salesforce has repeatedly invested a lot of money and attention to ensure its technology stays close to users and administrators.  The expression “easy to use” is not something Salesforce takes lightly. For a long time, systems like CRM’s and MAP’s were an area where only expensive technical professionals could play around. However,

Salesforce rebuilds its mobile experience with the new mobile app

Refreshing news is coming from Salesforce with it’s Winter ‘20 release –  this time focusing on the mobile app and the improvements within it. Salesforce has announced they will be releasing the new version of their mobile app on October 14th. In essence, the entire application has been rebuilt to improve

Salesforce Communities – what are they and why they matter

Community is important. You are probably a part of many communities, some of which you might not even be aware of (think your local gym or favourite sports bar). The online world offers many communities that, in one way or another, grant us some benefits. Salesforce communities or the Salesforce Community

Meet the new additions to the Salesforce family: Manufacturing Cloud and Consumer Goods Cloud

After 20 years of providing cutting-edge solutions, Salesforce continues to reveal new products that will ease the challenges of diverse industries. This time the software giant has got its eye on the manufacturing and consumer goods businesses. With Manufacturing Cloud and Consumer Goods Cloud, Salesforce meets the needs of two