Archive for the ‘Features & Benefits’ Category

B2B Marketing Analytics – Creating Smarter B2B Marketers

Sunday, August 9th, 2020

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

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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. 

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From spreadsheets to Salesforce – tips to assist your migration process

Saturday, May 30th, 2020

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 ingredients that every successful migration to Salesforce CRM contains.

 

Before the big move

 

Decide on your data model (bonus tip – we help!)

Organising data in Salesforce CRM is not the same as organising it in spreadsheets, which is why planning the data migration and defining the approach is necessary to achieve the best results.

To create an idea, the data conversion that usually happens out of moving from spreadsheets to the Salesforce CRM cloud could look like this:

  • Spreadsheet tab can become A Salesforce object
  • The column becomes Salesforce field 
  • The row becomes Salesforce record
  • A set of objects, functionalities and permissions becomes a Salesforce App

Some of the first steps usually entail identifying the required fields, mapping them and then determining the right order of the data migration process.

The data management practice includes a few moving parts, and if you are not working with a Salesforce implementation partner, check the Trailhead Data Management module for support.

 

After the big move

 

Design the data security model

Because of the various types of users with different levels of responsibility, Salesforce offers a comprehensive and flexible data security model to secure data at different levels, including object-level, field-level, and record-level security.

At every level, there are further customisations that you can do to keep your Salesforce org secure, some of which include profiles, permission sets, role hierarchies or various types of sharing rules. Every company should conduct its own evaluation of how their data security model should look like, but for support, check out what Salesforce says on this topic.

 

Use Clicks Not Code to customise your Salesforce org effortlessly

We’ve previously talked about how Clicks Not Code functionality in Salesforce helps users build and customise the platform, without having to write any code.  You can use Clicks Not Code feature to extend your Salesforce org in the following ways:

  • To enhance the user experience with App builder and Community builder
  • To become AI-intelligent with Einstein Prediction Builder and Einstein voice skills
  • To create logic with Process Builder and Flow Builder
  • To build the Data model with Schema builder

Getting new processes mirrored on the CRM platform will demand substantial time and effort from your team, so it’s a good practice to take it slow and steady. For this reason, Clicks Not Code comes in nicely to make room for compact solutions that we need.

 

Final thoughts

When moving to Salesforce CRM from spreadsheets, it’s necessary to remember that the process that is taking place is transformation, more than just translation.  

Salesforce CRM is a powerful platform, and it would be a waste not to use all of its potentials. If you are struggling to get the ball moving on the Salesforce platform, or have a specific question about it, connect with us. We are here to help.

 

 

 

 

 

 

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

Friday, April 24th, 2020

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 space.

As remote work is quickly becoming a perfectly acceptable way of conducting business, we thought it would be beneficial to give some ideas on how to use the Salesforce platform to ease the transition. This way, you can have a fluid business and engaged workforce while preparing for a remote-working future.

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Automating B2B marketing? 5 ways Pardot will support your vision

Saturday, January 25th, 2020

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 safe to assume — marketing automation is in demand. (more…)