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Salesforce's articles

  1. Trends & External Forces
1. Keep a gratitude journal 2. Volunteer your time and skills 3. Do a fun activity by yourself 4. Practice being present in the moment BONUS! Take the Appreciate The Little Things Quest It’s easy to forget to stop and enjoy life once in a while and appreciate what you have. We’re all so busy […]
  1. Trends & External Forces
When a patient is hurt or sick, they simply want to get better. But organizations often place many burdensome steps in the care journey — make an appointment, fill out forms, see a doctor, get a prescription or referral. But there are ways to make the healthcare platform better for patients, while also helping your […]
  1. Shopper & Customer
When businesses see signs of an economic downturn, the natural reaction is to cut costs and try to do more with less. However, there’s one area where your marketing team shouldn’t look to trim: harnessing the first-party data you collect directly from customers.  This information gained through call center interactions, mobile app behavior, and loyalty […]
  1. Technology & Innovation
The financial advisor-client relationship is shifting, with clients expecting their advisors to make more educated suggestions with less hand-holding. In other words, they want advisors who act more like coaches. For example, when the financial advisor-client relationship works more like a coach and their player, the advisor can help provide enough background education so a […]
  1. Technology & Innovation
This article was written in partnership with Sushil Panta, senior director of Salesforce Business Value Services. Are you taking a hard look at your budgets? You wouldn’t be alone. With all the talk about economic headwinds, many companies are pausing new programs, focusing only on what is essential to keep the business afloat. But there’s […]
  1. Data & Insights
The insurance industry is undergoing a big transformation. From implementing artificial intelligence to better-determining risk profiles to digitizing the customer experience via mobile, a once predictable industry is no longer. One CTO is riding this new wave of transformation by focusing on agent efficiency through a differentiated experience – and is seeing noticeable results.  CTO […]
  1. Technology & Innovation
1. Personalize marketing moments in real time 2. Automate engagement across every channel 3. Optimize marketing performance with more intelligent insights It still feels like yesterday when we all came together to experience the magic of Dreamforce ’22. We saw so many Trailblazers in person and experienced all the valuable sessions (which are still available […]
  1. Technology & Innovation
Women in financial services are playing a key role in the industry’s future, driving innovation and leading the way into a more digital presence. The rise of women in this male-dominated space has been a powerful trend over the last couple of decades. We recently spoke with several executives in finance — including some who […]
  1. Data & Insights
With our CRM Analytics Winter ’23 release, you can tap into insights faster and make real-time predictions with external Snowflake data. This release will help you get the most from Einstein Discovery models and make analytics easier to access. Let’s look at some of the exciting features in this release: With Live Prediction with Snowflake, […]
  1. Shopper & Customer
Consumer goods brands lose 25% of sales due to poor merchandising, but the right retail execution solutions can help. To keep shelves stocked, make sure your field reps can access current inventory levels, no matter where they are. Give reps the information they need to execute your display strategy.  Give them access to penny-perfect pricing […]
  1. Technology & Innovation
Over the past few years, marketing trends have forced brands to navigate uncharted and fast-moving waters. Shifts in customer behaviors, an economy in flux, and emerging technologies are all rocking the boat.  The good news? You can help your company weather the storm by embracing tech tools, personalizing your customer interactions, building for a cookieless […]
  1. Channel: Mass
Organizations’ use of carbon credits as part of their climate action strategies has sparked both excitement and concern globally.  Carbon credits — which represent the avoidance, reduction, or removal of greenhouse gasses in order to compensate for emissions made elsewhere — can play an important role in our collective journey to a more sustainable and […]