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Practical guidance on Salesforce, data, and CRM strategy.

  • #DF15: New in Sales Cloud: Lightning Experience – A New UI

    One of the most exciting announcements at Dreamforce this year is Salesforce’s newly designed UI for Sales. Dubbed the “Lightning Experience,” the new UI offers a number of improvements and features that will have a Sales user smiling from ear to ear. Lightning Experience comes packed with new features focusing on the Sales team’s productivity and…

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  • Empower Your Sellers in Real-Time with Salesforce Engage

    With the Salesforce acquisition of ExactTarget in 2013, and subsequently Pardot, we have been anticipating exciting growth for Salesforce in the area of marketing automation. In Summer ’15 we’re going to see an exciting new feature released called “Salesforce Engage”. This new feature is an extension of Pardot’s marketing automation solution integrated directly into Salesforce.…

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  • From Customizable to Collaborative Forecasting

    When Salesforce introduced Customizable Forecasting we saw an amazing tool for sales teams to communicate essential views on their opportunities to management. It allowed sales reps to paint a clear picture of the numbers based on their real-world experience that was previously lost within the rigid confines of system-defined parameters. Having this ability within their…

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