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Admin Best Practices: Reports and Dashboards

Admin Best Practices: Reports and Dashboards

salesforce admins

Sourced through Scoop.it from: admin.salesforce.com

Great video and content! Building quality reports and dashboards is so essential to having a thriving Salesforce business

Segmenting Prospects From Customers in Pardot | THE DRIP

Segmenting Prospects From Customers in Pardot | THE DRIP

Sourced through Scoop.it from: www.salesforceben.com

Very helpful insights! Keeping customers distinct from prospects helps in so many ways

App of the Week – LeanData Revenue Ops Platform – Routing, Matching & Attribution

App of the Week – LeanData Revenue Ops Platform – Routing, Matching & Attribution

LeanData

Often times in this blog we highlight smaller apps, often with a small price tag, that can provide nice little tweaks and additions to your business. That isn’t to say that some of the bigger and more robust apps aren’t worthwhile. For example, the LeanData Platform is a fantastic offering for companies who want a powerful platform that connects sales and marketing in a streamlined way, and provides valuable insights!

LeanData helps the fastest growing companies improve the buyer experience, accelerate time-to-revenue and increase operational alignment. The LeanData Revenue Ops Platform automates a variety of GTM strategies to accelerate productivity and growth.

Check it out here!

 

App of the Week – Asana for Salesforce

App of the Week – Asana for Salesforce

Familiar with Asana, the project management and collaboration platform? If you aren’t it is one of the more popular sales enablement and collaboration tools on the market, helping create tasks and streamline messaging between sales, marketing and delivery. Released only a few months ago, this app allows you to use the Asana collaboration tools directly in Salesforce!

Asana for Salesforce allows you to drive seamless collaboration between sales and other teams so you can deliver amazing customer experiences

 

Check it out here!

 

How Salesforce is Approaching AI

How Salesforce is Approaching AI

It was a big part of Dreamforce 2019. It was the subject of a handful of keynotes. And it is slowly creeping into everyday aspects of our lives. The “It” is AI.

AI, in the form of Einstein, is quickly growing in role and importance inside the Salesforce platform. However, the AI of Salesforce isn’t exactly the AI that is more commonly thought of by most people. In general, AI simply refers to a machine that is able to have experiences, process them, learn from them, and change its future behavior based upon that growing body of knowledge.

In regard to Salesforce, the company isn’t looking to build a walking, talking robot that can pass for a human (or at least they haven’t told us about it yet). Instead, they have set their sights on something simpler and with directly tangible benefits, namely, getting better insights and results from your CRM data and leaving the creation of Skynet to Google or Amazon.

Practically speaking, this means that the Salesforce AI will begin influencing many many aspects of the platform, delivering analysis recommendations, helping you find data or results faster and generally doing complex data crunching tasks with ease. The idea isn’t to replace workers, but to enable them to do their jobs better and faster.

For a bit more on Salesforce and AI, see the link below and hear from the Salesforce’s Chief Scientist

 

Click to learn more!

-Ryan and the CloudMyBiz Team

 


 

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