Companies invest in CRM software to centralize customer data, automate sales and marketing tactics and make data-driven decisions to improve their operations.  But sometimes a tool meant to simplify business processes causes unanticipated chaos. Organizations often run into problems by underestimating the complexities of implementing the software, lacking in-house expertise to manage the system and failing to adequately train users to get the most out of the platform. Read on to explore some of the

Salesforce is a powerful platform that offers a wide range of features and capabilities to streamline sales, service, finance, commerce and marketing functions. But many users with a basic annual subscription fail to realize the full potential of their investment. Utilizing these five features can significantly enhance your team’s productivity and effectiveness. Customized Dashboards and Reports: Salesforce provides powerful reporting and analytics tools that enable users to track and measure key performance indicators (KPIs). However,

Dreamforce 2023, Salesforce’s annual flagship event, took center stage last week with a spotlight on AI and innovation. A highlight of the event was Salesforce CEO Mark Benioff’s keynote speech, which laid out a compelling vision for the future of businesses in the AI era. Here’s the 5 biggest trends we saw during the energizing event. No. 1: AI as the Driving Force In his opening keynote, Benioff emphasized that AI isn’t just another tool;

Since launching in 2017, Everpeak has helped more than 200 companies optimize Sales and Service Cloud. We’re often called in to fix a bad implementation or help teams improve adoption. Of the hundreds of audits we’ve run, these are the six most common areas we find low-hanging potential to improve. Sales path: Companies should have lead status values and opportunity stage values that make sense based off of their sales process. They should use “guidance

Salesforce is a powerhouse when it comes to customer relationship management (CRM) and business process automation. But its true potential can be unlocked further with the help of third-party apps from the Salesforce AppExchange. These apps extend Salesforce’s capabilities and allow you to tailor your CRM to your specific needs without any custom work. Here’s our take on the 13 apps that make the biggest impact. 1. Field Usage Tracker Field Usage Tracker is a