2021 Salesforce Digital Year in Review
EMPOWER YOUR CLIENTS WITH SALESFORCE EXPERIENCE CLOUD
Salesforce Experience Cloud is enabling organizations to rise to the challenge and exceed expectations. Understand what this solution brings to the table and how to utilize the solution to optimize success.
SIKICH LIVE: SLACK & SALESFORCE
You might think Slack is simply just a messaging app. It is much more. Slack brings your company’s people, data, and tools all within one place to begin to collaborate and get work done. Users benefit from a connection to a single platform across customers, employees, and partners. Watch these video to learn the ins and outs of Slack and what it can do for you.
5 ways salesforce service cloud benefits professional services
As you aim to deliver the best possible customer experience, you aim to keep customer interactions efficient, productive, and pleasant. A core component of Salesforce, Service Cloud, can make a huge difference for customers and agents of professional services firms. Take a look at five Service Cloud capabilities that you can utilize to rapidly see the benefits of these functionalities.
ENABLE PROACTIVITY WITH SALESFORCE AI-EINSTEIN NEXT BEST ACTION
Your CRM shouldn’t be just a static database you use like a rolodex. It should be an investment that helps you take your business to the next level. Enter Salesforce Einstein. Get a high-level overview of how Next Best Action and Recommendations turn your CRM from a database into actionable intelligence.
SALESFORCE CASE STUDY FOR VISTA WEALTH MANAGEMENT
Vista Wealth Management runs it business on Salesforce. For the last eight years, Vista has used Salesforce, to manage client engagements and business activities. The company partnered with Sikich to perform a data migration project when it acquired another firm and wanted to create a unified, productive software environment engagements and business activities. Check out their story of business transformation and lessons learned.
6 ways salesforce can improve performance for insurance agencies
When implemented into an Insurance Agency or MGA, Salesforce is a great solution that can create improvement across the board. Solutions built on Salesforce help Insurance Agencies and MGAs with several areas of business include marketing automation, sales productivity, and backend processes. Read on to learn how Salesforce can improve each of these functions and more.
SALESFORCE SUMMER ’21 RELEASE HIGHLIGHTS
The platform automatically upgrades behind the scenes and you get the benefit of improved performance and functionality. You don’t want to miss taking advantage of that! Check out 10 updates from the Salesforce Summer ’21 release highlights.
SALESFORCE WILL RETIRE THE ORIGINAL TERRITORY MANAGEMENT MODULE
Did you know that Salesforce retired the original Territory Management module with the Summer ’21 release? Take 3 minutes to get a quick run down on why Salesforce made the move and get some insight into Enterprise Territory Management. It covers all the major functionality of original Territory Management and includes additional functionality.
Salesforce Winter ’22 Release Highlights
Salesforce releases updates to its platform three times a year (Spring, Summer, Winter). To take full advantage of any cloud solution, it’s important to know what improved performance and functionality is possible with the latest and greatest releases. Here you can see our top 10 favorite Salesforce Winter ’22 release highlights.
Salesforce Spring ’21 Top 10 Release Highlights
Interested in maximizing the ROI of your technology investment? You should be! Make sure you know all that’s available with the Salesforce Spring ’21 release. Check out the top 10 highlights here.