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Recent News and Blogs

What Is Salesforce Lightning?

August 16, 2021 in
Salesforce Lightning is the next generation of the Salesforce user experience. This new tool can help organizations enhance productivity, increase conversions, and streamline internal processes on the customer relationship management (CRM) solution. For a business to leverage the full power of the Salesforce platform, it is important to understand the most important features of...
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Ignored Documentation Puts Your Salesforce Functionality at Risk

Ignored Documentation Puts Your Salesforce Functionality at Risk

August 16, 2021 in
Documentation is one of the most overlooked -- and critical -- components of any Salesforce effort. When it comes to saving time, building efficiently, and quite simply, making sure your Salesforce org stays functional as new changes are introduced, documentation is crucial. Whether you are an administrator with a requirement to delete a field,...
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What Is Salesforce Marketing Cloud?

August 2, 2021 in
There are many technologies available for marketing professionals and other business stakeholders to streamline operates and strengthen their company’s offerings. Salesforce Marketing Cloud is one of these tools—this application is Salesforce’s platform for marketing automation and customer engagement. Using this software-as-a-service (SaaS) application can help businesses accelerate conversion rates and execute winning marketing campaigns....
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Salesforce Lead Management Best Practices

July 1, 2021 in
Lead management is one of the most valuable Salesforce skills that a team can learn. Good lead organization and tailored communications can promote greater alignment between sales and marketing teams, helping close deals and foster strong customer relationships. Improving your lead management skills can boost your conversion rates and enhance satisfaction scores. The following...
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How to Upgrade and Streamline Your Employee Onboarding Process with Salesforce

How to Upgrade and Streamline Your Employee Onboarding Process with Salesforce

July 1, 2021 in
Author: Ashley Hayes, HigherEchelon Salesforce Trainer New employee onboarding is the perfect time to acclimate new hires to their roles, introduce them to company policies, and help them to feel like part of a team. But every employee onboarding process comes with its own challenges. New hires are bombarded with requisite paperwork and often...
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