CRM

Customer-Driven Relationships: Why They’re Important and How to Build Them

Allow me to be a little blunt: businesses reflect their org chart to the customer way too often. Every interaction with a different department feels like a new starting point and reintroduction to the brand. That makes for a frustrating experience because the customer has to rewind to the beginning every time they engage with […]

Customer-Driven Relationships: Why They’re Important and How to Build Them Read More »

Customer Lifetime Value: The Secret to Sustainable Business Growth

A profitable business is a successful business. But if you focus only on revenue, you might miss the key to your success: your customers. Measuring customer lifetime value (CLV) helps you understand your customers. This metric provides insights into your customers’ history, buying habits, and vulnerability to churn. Understanding your customers’ buyer journey helps you

Customer Lifetime Value: The Secret to Sustainable Business Growth Read More »

Conditional Field Formatting | Winter ’25 Be Release Ready

Winter ’25 is almost here! Learn more about Conditional Field Formatting and check out Be Release Ready to discover more resources to help you prepare for Winter ’25.  The challenge with configuring visual indicators today Creating custom visual indicators to call attention to key fields is a common Salesforce configuration requirement. Visual indicators make it

Conditional Field Formatting | Winter ’25 Be Release Ready Read More »

Talent for Good: Expanding Access to Top Salesforce Talent in the Public Sector

I’ve spoken previously about how accessing, upskilling, and retaining experienced Salesforce talent and navigating the competitive, cost-prohibitive landscape for Salesforce talent acquisition are among the common challenges that many organizations face. In that same discussion, I also spoke about the solution that Cloud for Good has developed utilizing a Talent as a Service (TaaS) staffing

Talent for Good: Expanding Access to Top Salesforce Talent in the Public Sector Read More »

Service at Dreamforce: Your 5-Minute Guide to Making the Most Out of Your Experience

Attention Serviceblazers! Are you ready for an epic experience? At Dreamforce 2024, we’ll help you take your customer service and field service to the next level — with AI coworkers that work autonomously or together with your service team, and AI insights available to every employee, no matter where they work. Trusted AI plus data

Service at Dreamforce: Your 5-Minute Guide to Making the Most Out of Your Experience Read More »

Scaling Challenges Cost Millions — Here’s How to Future-Proof Your Business

The pace of digital transformation has made scalability a must-have for any business aiming to stay competitive. And the stakes are high. Without the ability to scale, you risk falling behind as customer demands and market conditions evolve. But what does it take to build a scalable business that can handle growth without sacrificing performance

Scaling Challenges Cost Millions — Here’s How to Future-Proof Your Business Read More »