White Paper Overview: Amaze your customers with a personalized and flexible rewards program that creates an experience for customers which improves retention and increases customer lifetime value (CLV). Current loyalty programs need to evolve from transactional to experiential and personalized experiences. Salesforce Loyalty and 5P have joined together to create the next generation for loyalty. […]
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Is your business getting ready to adopt Salesforce? As one of the most powerful business solutions available, Salesforce is a good fit for almost any business. However, with so many customization options, implementing the platform on your own can be a daunting project. A Salesforce implementation consulting partner takes the stress off of you so
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Salesforce for Small Businesses Salesforce is one of the most popular customer relationship management (CRM) software platforms available. Many businesses use it to help track customer data, create actionable sales and marketing insights, and connect cross-department teams. Salesforce is a powerful CRM software tool with an ecosystem of applications to solve almost every business need.
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Inline editing in Salesforce from List Views has been around for a while now. With the new Winter ’22 Salesforce release, it’s now possible to update a field in the record in the Reports, which is a time-saving addition. The full release is available this Summer ’22 and inline editing allows you to change a
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As one of the most popular and powerful customer relationship management (CRM) platforms, Salesforce, can help your business be more efficient and effective. One of the best ways to capitalize on the power of Salesforce is through its Tableau CRM, formally called Einstein Analytics, to process and analyze your data. The Salesforce analytics platform lets
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Is your business ready to upgrade to one of the most powerful customer relationship management (CRM) platforms available? Salesforce gives your business the tools and resources you need to optimize sales and create an exceptional customer experience. The incredible number of tools and options on Salesforce is also one of its few downfalls. With nearly
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