Archive for Salesforce

Salesforce Customization: When to DIY and When to Call a Pro

Salesforce Customization: When to DIY and When to Call a Pro

We love Salesforce. Beyond its business intelligence and sales capabilities, one of Salesforce’s biggest strengths is how much you can customize it to be what you need it to be. If you’ve ever spent time looking at the Salesforce website, you would think customizing it…

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Does the Healthcare Industry Need Customer Relationship Management (CRM)?

Does the Healthcare Industry Need Customer Relationship Management (CRM)?

The phrase “patient-centered healthcare” gets thrown around a lot in the healthcare industry, thanks to the Affordable Care Act (ACA, or sometimes called Obamacare). But the ACA isn’t the only reason why this idea is getting a lot of attention. Patients are also shifting the…

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What It Takes to Be a Salesforce MVP (Just Like Adam Marks!)

What It Takes to Be a Salesforce MVP (Just Like Adam Marks!)

The Salesforce MVP program wasn’t in place when Salesforce started its user communities. It was born from the online Salesforce communities, where users ask each other questions and help each other out anytime they need it (which is ingenious, because these communities fulfill a huge…

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7 Powerful Ways to Use Salesforce Communities to Drive Growth

7 Powerful Ways to Use Salesforce Communities to Drive Growth

Copyright: rawpixel / 123RF Stock Photo Community and collaboration are two very powerful concepts that can transform and drive growth in any business or organization – and Salesforce communities are the same way. Building a community that engages users and customers creates loyal brand ambassadors….

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It’s not just you: Logging in to Salesforce is tricky – here’s how to do it

It’s not just you: Logging in to Salesforce is tricky – here’s how to do it

Salesforce is one of the most versatile and powerful CRM solutions on the market today. And now that you’ve invested all that time and money into planning, setting it up, and implementing it, you’re ready to dive in each day to check on leads and…

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6 Ways Modern Sales and CRM Strategies Help Hospitals Provide Better Care and Make More Money

6 Ways Modern Sales and CRM Strategies Help Hospitals Provide Better Care and Make More Money

The healthcare industry is a pressure cooker right now – stuck between higher expectations from the government and the public and constant tech disruptions (or advances, depending on how you look at that). One of the best things to come out of this healthcare industry…

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5 Reasons Why Concierge Medicine Marketing Software Is Worth Every Dime for Your Boutique Practice

5 Reasons Why Concierge Medicine Marketing Software Is Worth Every Dime for Your Boutique Practice

The healthcare and customer service you provide in a concierge medicine, or boutique medicine practice, has to be worth it for patients to pay several hundred or even thousands of dollars in fees outside of health insurance premiums. And one of the best ways to…

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Quick Guide: The 3 Main Categories of Salesforce Customization

Quick Guide: The 3 Main Categories of Salesforce Customization

As incredible as Salesforce is, the off-the-shelf version is nothing compared to the power of Salesforce once you customize it to better serve your business and your sales team. Use this quick guide to the 4 main categories of salesforce customization to help you better…

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What’s Keeping Your Prospects from Becoming Customers? Choosing a CRM for Your Business

What’s Keeping Your Prospects from Becoming Customers? Choosing a CRM for Your Business

Any company that’s serious about capturing more sales leads and (more importantly) converting them into customers needs a way to track those leads as they move through the sales funnel. Are there places where leads tend to stall out? Are you leaving hot customers behind…

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Forget New Year’s Resolutions! 5 Action Items for Growing Your Business in 2016

Forget New Year’s Resolutions! 5 Action Items for Growing Your Business in 2016

Making new year’s resolutions doesn’t work. In fact, according to Forbes, only 8% of people who make resolutions actually achieve them. But if you’re making resolutions for your business, those aren’t great odds if you actually want to grow your business in 2016. So, RTS…

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