crm

How to Use Salesforce for Project Management

PHOTO: Kevin Complex customer engagements require thoughtful and on-point project management. Project management helps achieve the consistent brand communications which are the hallmark of excellent customer experiences — during marketing and pre-sales, during the sale and following the purchase. One way to achieve that consistency throughout the customer journey is to use Salesforce for project management. By incorporating project management into your...

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How to Choose Customer Relationship Management (CRM) Software

PHOTO: Shutterstock If you’re looking for a Customer Relationship Management system, you aren’t alone. In fact, the demand for CRM technologies is fueling growth in the CRM industry worth over $40 billion in 2018 alone, according to Gartner. But with all those shiny CRMs out there adorning the market, what’s the best strategy for your brand when it comes to choosing...

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How Data Drives the Extended IBM-Salesforce Partnership

IBM and Salesforce recently announced deepened partnership derives its value from the data each company holds. PHOTO: Dan Gold IBM and Salesforce recently announced an expansion of their partnership, which introduced IBM Watson's artificial intelligence (AI) tools to Salesforce Quip's Live Apps collaborative document platform. It also brought together IBM Cloud and Watson services with Salesforce Service Cloud Einstein, to help companies more effectively...

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2017 Contributors of the Year: Lisa Loftis

As principal consultant in the SAS Best Practices Group, Lisa Loftis helps clients across a range of industries improve their customer focus. Long before most companies realized the importance of becoming "customer-centric," Loftis advocated that approach. In fact, she literally wrote the book on it. Loftis co-wrote "Building the Customer-Centric Enterprise" in 2001 and businesses have been playing catch-up ever since. In her articles, Loftis urges businesses to treat data...

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