How to Start 2021 With a Customer-Centric Mindset

A customer-centric mindset is a strategy that focuses on understanding the value of a customer. It is an avenue that allows businesses to gain trust, deliver a positive customer experience, and build lifelong customer relationships. Loyal customers are more likely to bring in referrals based on their experience.  Why a Customer-Centric Mindset? Let’s do the…

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6 Tips for Data Management and Data Integrity in 2021

Data management and data security were at the forefront of this year as we learned to navigate a pandemic where companies moved to remote life. This made many vulnerable to security breaches. As we head into 2021, we wanted to provide you with tips and insights as to how you can prepare your data for…

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How Field Service Lightning Can Improve Efficiencies Within Your Workforce

Field Service Lightning (FSL) is a great tool to optimize your field service workforce that can be found within the Service Cloud Salesforce product. Today we’ll walk you through how this powerful service can increase productivity, reduce costs, and improve efficiencies while within the Salesforce platform.  What Is Salesforce Field Service Lightning and Who Is…

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Dreamforce 2020 Sessions We’re Looking Forward To

Dreamforce was something our team looks forward to every year and while this year looks a little different, we are excited to share sessions our team will be tuning into from home. Sign up and check out the full schedule on the Dreamforce to You 2020 website (DreamTX). DreamTX has different sessions each day, so…

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Client Use Case: Promoter.io

Today we’re highlighting our client, Promoter.io, which is the leading Net Promoter Score® platform for small and medium-sized businesses. They have been able to streamline measuring customer satisfaction and feedback through a survey that determines NPS®. If you’re unfamiliar with NPS®, it measures customer experience and predicts business growth. This proven metric has transformed our…

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We’re Thankful for Our Employees

The season of Thanksgiving is here and we are reflecting on what we are most grateful for, especially in a year that has been filled with more challenges than normal. Like everyone else around the globe, we have faced COVID-19 and the obstacles that were brought from moving our work to fully remote and all…

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How to Find the Best Salesforce Partner Focused on Customer Success

Finding a Salesforce partner can make or break an implementation or project for a business. It’s important to vet and find the right partner that is knowledgeable, efficient, and can accomplish your goals and needs. It’s also important to ensure that your Salesforce partner is focused on customer success. There’s been a shift in focus…

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7 Salesforce Features That Can Be Utilized for Project Management

Salesforce is a multi-functional platform that can help you achieve your business goals both internal and external. As a Customer Relationship Management tool, many would think not to use it for project management; however, this tool has many facets and functions to it that would make it great for project management. Here are some of…

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