Success Story: Financial Services Company Salesforce Experience Cloud Portal Financial Services Company that provides wealth management services to individuals, families, business owners, and non-profit organizations. CHALLENGE Financial Services Company had a Salesforce Community portal used by financial investment managers. The portal’s foundation was a legacy code base. The client wanted to add new functionality to […]
With economic uncertainty looming for 2023, there’s a natural tendency to keep a tight rein on expenses, deferring “nice-to-have” business improvement projects until factors look more favorable. Yet, we’ve found many of our more successful manufacturing clients are increasing their Salesforce investment. Their reasoning is that focusing on foundational improvements that truly deliver value will […]
Demand Chain Announces the Appointment of its Board of Directors Board to Advise Major Salesforce Partner as it Accelerates Growth Demand Chain is pleased to announce the formation of its Board of Directors. With the addition of five external appointees, the full board consists of six people with unique and complementary skills and experience. Company […]
How Manufacturers Are Generating More Quotes, Winning More Business With Salesforce CPQ For sales departments within midsize manufacturing companies, day-to-day business is a constant hustle of responding to customers needing quick quotes or proposals and navigating siloed, legacy systems to obtain accurate pricing, production and shipping information. Manufacturers that rely on traditional quoting and pricing […]
TIP #7: Quickly Add Capabilities with AppExchange 8 Plug-and-Play App solutions for Your Remote Workforce Tip #7: Expand your core with AppExchange. Transitioning to a remote workforce can create challenges with tasks ranging from new employee onboarding to project management and coordination. Building out new capabilities and processes for these can be expensive and time […]
TIP #5: Recognize Your Team’s Heroic Efforts Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]
TIP #3: Track Team Engagement with Salesforce Powerful Tool for Keeping a Pulse on Employee Morale! Tip #3: Keep a pulse on the mood and engagement level of the team. A shift to working remotely can be disruptive for employees. With fewer face-to-face interactions, managers often find it difficult to gauge how their team is […]
TIP #2: Unify Your Remote Team with Dashboards Keep everyone on the same page! Tip #2 Dashboards: Team alignment is critical for business success, but it can be easily disrupted. Quickly transitioning teams from an office to working remotely can be disruptive, making it difficult to keep everyone focused on what matters. Fortunately, Salesforce Dashboards […]
