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Salesforce

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What is the Salesforce Experience Cloud

What Is Salesforce Experience Cloud?

Reading Time: 3 minutes
  • January 26, 2023
  • Salesforce | Technology
With every New Year comes new opportunities for reflection, growth, and planning for the year ahead. Salesforce understands this and continues to introduce new…
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InsureTech Connect

What Is InsureTech Connect?

Reading Time: 3 minutes
  • October 11, 2022
  • Salesforce | Technology
InsureTech Connect Las Vegas is the largest of the InsureTech events, and recently took place at the Mandalay Bay over September 20th– September 22nd….
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Salesforce Summer 2022 Release with Slack

Salesforce Summer Release 2022 – Slack and Salesforce

Reading Time: 4 minutes
  • July 12, 2022
  • Salesforce | Slack | Technology
It is that time of year again! Salesforce has pushed out a new set of feature functionality in the latest Summer 2022 Release! As I…
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business central salesforce integration

Integrating Business Central and Salesforce to Simplify Processes, Reduce IT Workloads, Achieve More With Data

Reading Time: 8 minutes
  • May 4, 2022
  • Dynamics 365 Business Central | Salesforce | Technology
Integrating Microsoft Dynamics 365 Business Central with Salesforce can boost the productivity of users and make many processes more efficient. Sikich offers a Business…
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professional services quoting and renewal management

Quoting and Renewal Management Challenges for Professional Services Firms

Reading Time: 5 minutes
  • April 1, 2022
  • Salesforce | Technology
I think one of the funnier series of ads on TV are the Geico commercials where the slogan is “everybody knows that.” You are…
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Salesforce and RIAs

Transform FinTech with Salesforce by Focusing on Its Most Important Relationships

Reading Time: 18 minutes
  • March 23, 2022
  • Salesforce | Technology
Learn how to use Salesforce more efficiently at your FinTech company….
Read More
Salesforce Spring '22 release

Salesforce Spring ’22 Release Highlights

Reading Time: 6 minutes
  • March 22, 2022
  • Salesforce | Technology
Salesforce releases updates to its platform three times a year (Spring, Summer, Winter), and the Spring ’22 release has finally arrived. Since Salesforce continues…
Read More
Salesforce for high-tech

How to Optimize Salesforce and Maximize Your ROI

Reading Time: 7 minutes
  • March 11, 2022
  • Salesforce | Technology
[eBOOK]SALESFORCE SUCCESS: a guide to optimize salesforce and maximize your roi Whether you are investigating Salesforce and the potential ways to leverage it at…
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Salesforce Einstein Next Best Action for Insurance

Leveraging Salesforce Einstein Next Best Action for Insurance

Reading Time: 4 minutes
  • February 17, 2022
  • Salesforce | Technology
As the wave of digitization continues to disrupt how insurance agents, brokers, MGAs, and carriers do business, many organizations are looking for new ways…
Read More
Sikich client account managers

2021 Salesforce Digital Year in Review

Reading Time: 4 minutes
  • February 1, 2022
  • CRM | Salesforce | White Paper
2021 SALESFORCE digital year in REVIEW 10 EMPOWER YOUR CLIENTS WITH SALESFORCE EXPERIENCE CLOUD Salesforce Experience Cloud is enabling organizations to rise to the challenge…
Read More
NetSuite managed services plans

Salesforce and NetSuite Integration Guide eBook

Reading Time: 1 minute
  • January 28, 2022
  • ERP | NetSuite | Salesforce | Technology
Having all your data into a centralized location, ready to be analyzed, viewed and shared is the dream of most business. NetSuite and Salesforce…
Read More

Salesforce User Tip: How to Format a Non-Rich Text Field for Salesforce Tasks

Reading Time: 3 minutes
  • December 21, 2021
  • Salesforce | Technology | Tips & Tricks
Having built many business processes over the years, I have been frustrated by the lack of formatting for the Comments field on a task…
Read More
MGAs insurance software

What You Should Know About Insurance Software for Managing General Agencies

Reading Time: 4 minutes
  • December 20, 2021
  • Salesforce | Technology
Having worked with all types of insurance companies for years, I have learned that there are many software applications to support the various types…
Read More
professional services marketing with Salesforce

Making Every Moment Count: Understanding the Power of the Salesforce Marketing Engine for Professional Services Companies

Reading Time: 7 minutes
  • December 15, 2021
  • Salesforce | Technology
Marketing teams in professional services firms need to work with one inalterable condition: their companies’ offerings are intangible. Unlike a garment, a car, or…
Read More
Salesforce CPQ

The ABCs of Salesforce CPQ

Reading Time: 4 minutes
  • December 14, 2021
  • Salesforce | Technology
In a recent Sikich Live, we got to chat with our own John Huguelet, Consultant, & James Damon, Solution Architect, to better understand Salesforce…
Read More
tracking client notes in Salesforce

Salesforce User Tip: How to track Important Client Notes in a New Way in Salesforce

Reading Time: 4 minutes
  • December 13, 2021
  • Salesforce | Technology
Tracking is a very important feature for managing client accounts. Salesforce has a standard Activity object that allows you to track your tasks and…
Read More
NetSuite Salesforce integration for professional services

Why professional service businesses integrate NetSuite and Salesforce

Reading Time: 8 minutes
  • December 10, 2021
  • NetSuite | Salesforce | Technology
Many Sikich professional services clients have found it beneficial to integrate NetSuite and Salesforce. They already use two excellent software systems that serve their…
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professional services Salesforce CPQ

Better Experiences and Greater Outcomes from Pricing and Quoting in Professional Services Firms with Salesforce CPQ

Reading Time: 6 minutes
  • December 3, 2021
  • Salesforce | Technology
Some professional services firms are challenged to maintain a top-quality experience for customers and sales representatives involved in generating or receiving pricing and quotations…
Read More
CRO client experience

Turn CRO Client Experience Into Your Competitive Advantage

Reading Time: 5 minutes
  • September 28, 2021
  • Salesforce | Technology
We at Sikich work with over a hundred life science and contract research organizations (CRO) at this point and counting. Our clientele spans from…
Read More
Salesforce Winter '22 release

Salesforce Winter ’22 Release Highlights

Reading Time: 4 minutes
  • September 16, 2021
  • Salesforce | Technology
Salesforce releases updates to its platform three times a year (Spring, Summer, Winter). After a long summer, we have finally arrived at the Salesforce…
Read More
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