Five Salesforce features that enable offsite collaboration

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30-second summary: ForceIQ, a Salesforce experience company, works with hundreds of Salesforce customers, only 15% of whom they believe really maximizes the full set of features that Salesforce has to offer. ForceIQ published an eBook, which provides a detailed guide for businesses on underutilized features, many of which can help facilitate offsite collaboration. Features covered in this article, and elaborated on in the eBook, include workflow automation, connectivity and custom dashboards, user management and permissions, internal communication tools, and customer communication tools. Salesforce is an industry-leading CRM tool with a two-decade track record of helping businesses manage customer relationships and facilitate sales. With its robust functionality and wide appeal, the platform contains a wealth of features, many of which are underutilized by businesses who deploy the platform. ForceIQ , a Salesforce experience company, works with hundreds of Salesforce customers, only 15% of whom they believe really maximizes the full set of features that Salesforce has to offer. To address this usage gap, ForceIQ developed a comprehensive guide featuring over a dozen ways that companies can leverage their Salesforce account by taking a deeper dive into some of the lesser known features of the platform. In this post, we’ll highlight several features addressed in the eBook which are specifically tailored to off site sales collaboration for distributed teams. You can download the guide, 14 Ways to Get More Out of Your Salesforce Account , from here . Content produced in partnership with ForceIQ . Workflow automation in Salesforce saves time Source: ForceIQ With so many people working from home these days due to the COVID-19 pandemic, the need to save time and improve efficiency is important, particularly when you consider that working parents and caregivers must now figure out how to get their work done while also caring for their families. Luckily, Salesforce has built in automation features that can help reduce repetitive administrative tasks and activities which take up valuable (and limited) time. Functionalities including workflow rules , visual flows , and lighting process builders give sales reps more time to sell. Each of these features are covered in ForceIQ’s eBook and are worth spending time setting up (you must spend time to save time). Connectivity and custom dashboards in Salesforce Salesforce has two powerful connectivity tools built in which can help your sales and marketing teams streamline their workflow and save time. The first, Sales Cloud, enables users to …

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The Best Project Management Software (In-Depth Review)

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Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. It’s every manager’s worst nightmare. That ONE project that never seems to end. Nothing goes as planned and missed deadlines lurk around every corner. You can’t remember the last time you laughed. Your boss is mad and your employees stumble around trying to figure out what to do next. You drive home wondering what went wrong and why the universe is working against you. If only there was a better way. It doesn’t have to be this way. By choosing the right project management software, projects won’t throw you into that panic-inducing nightmare. I’ve managed countless projects, hundreds of teams, and bounced around to every project management software you can think of. From Wrike to Trello. Trello to Asana. From Asana back to Wrike. Rinse and repeat with every …

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Five examples that demonstrate the value of AI for B2B marketers

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30-second summary: The global AI software market is expected to reach nearly $23 billion by 2025, according to data from Statista. AI offers several powerful functionalities within in ABM platforms to facilitate selling. Predictive analytics, which uses historical data, machine learning, and statistical algorithms to predict future outcomes, it’s particularly useful for campaign planning and optimization. CRM tools like HubSpot and Salesforce Einstein have AI features like predictive analytics and machine learning built in. AI can help brands in heavily regulated industries avoid compliance issues when posting to social media via the use of AI. DAM platforms enhanced with AI capabilities help to streamline and automate many aspects of managing distributed content such as images, video, and other media. If it seems like AI is everywhere these days, that’s probably because it is. The global AI software market is expected to reach nearly $23 billion by 2025, according to data …

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Best Business Phone Systems

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Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Phone communication plays a critical role in today’s business landscape. Practically every business, regardless of size or industry, needs to have a business phone system. This statement holds true for freelancers and single-member LLCs to Fortune 500 enterprises with thousands of employees across multiple locations. There’s just one problem—finding the best option for your business. With hundreds, if not thousands, of choices to consider, narrowing down the top pick for your business can feel like a daunting task. Fortunately, I’ve handled all the heavy lifting for you. After spending countless hours researching and testing different business phone systems, I’ve picked the top six that I can recommend with conviction. The Top 6 Options For Business Phone Systems Ooma Freshcaller Dialpad RingCentral Line2 Intermedia Unite How to Choose the Best …

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Tech Talk with censhare: Offering Universal Content Management to steer marketing content

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30-second summary: Organizations are working with convoluted content management processes that aren’t scalable. Lack of centralization can take valuable time away from creative teams. In our latest Tech Talk series, Josh Van Dyk, censhare’s Vice President, North American Sales shares some insights into their Universal Content Management platform. Learn how brands like Jaguar Land Rover, McDonald’s, GoPro, Toyota, and Dyson are utilizing the platform to efficiently create and deliver quality, contextualized, and exceptional content. It is vital for organizations to power their brand forward with buyer-centric experiences. This is where censhare delivers excellence. When it comes to content management, imagine not having to hunt for the most up-to-date assets, frantically looking for assets, or worrying about content rights or user permissions. Josh Van Dyk , Vice President, North American Sales at censhare talks about how organizations can significantly speed up their creative workflow. About censhare censhare was founded in 2001 …

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Allocadia’s MPM platform will inspire you to ditch your marketing spreadsheets

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30-second summary: Founded in 2010 by twin sisters Kristine and Katherine Steuart, Allocadia has over 100 employees around the world. Allocadia serves mid-to-large businesses with their cloud-based MPM platform, which is available at three price points, depending on the level of management required. MPMs enable companies to plan, gain insights, and optimize multiple marketing campaigns and programs from one central location. After implementing the platform, Allocadia customers can begin seeing results within thirty days. Since Juniper Networks implemented Allocadia seven years ago, the marketing team has closed the quarter within 1% of target for the past 29 quarters. After Microsoft implemented Allocadia in 2016, the company experienced an 88% reduction in manual data entry, were able to account for 100% of field marketing dollars, and generated over 1 million leads via planned marketing activities. By using Allocadia’s tools, GE Digital’s marketing organization reported 2.55 times greater return on marketing investment …

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Best ERP Software

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Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Historically, ERP (enterprise resource planning) software was used by large corporations and multinational organizations for managing their entire operation from a single platform. But now these solutions are more accessible than ever before. In addition to enterprises, lots of SMBs have started to leverage these tools over the past several years. ERP software essentially combines all of your business tools into a centralized console. It encompasses components like accounting, HR, CRM, supply chain management, and more. By consolidating your business tools into a single ERP solution, it’s much easier to manage. Plus, ERP software gives you tons of extra value from a big-picture point of view, that you normally wouldn’t see from standalone software. So which ERP software is the best? Find out below. The Top 5 Options For …

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Best HR Software

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Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. Human resources can be a tough department to manage. From hiring to onboarding, employee scheduling, and HR compliance, there are dozens of responsibilities being juggled. What if an employee wants to view an old paystub? How does someone access information about their vacation days or benefits? Without the right technology, it’s a hassle for everyone involved. That’s why HR software has become so popular over the years. Businesses of all sizes across every industry are leveraging these tools to reduce bottlenecks and improve workflows in their HR departments while simultaneously improving the employee experience. Interested in getting HR software, but don’t know where to start? You’ve come to the right place. The Top 5 Options For HR Software Namely APS BerniePortal Workday Kissflow How to Choose the Best HR …

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The Best VoIP Phone Services (In-Depth Review)

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Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. The best VoIP phone services create exceptional customer experiences. And exceptional customer experiences work wonders for your bottom line. Imagine this: a potential customer calls the sales number listed on your website. Six states away, a personal cell phone rings. Your sales person picks it up, answers a few questions, and closes the sale. Within a matter of seconds, that potential customer turns into a paying customer rather than being transferred from employee to employee, wasting their time and testing their patience. With the right VoIP service, you can streamline and automate the customer journey, resulting in more money for less work. Furthermore, these services are easy to set up, easy to use, and most of the leg work happens behind the scenes. But choosing the right service feels …

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Best Accounting Software

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Disclosure: This content is reader-supported, which means if you click on some of our links that we may earn a commission. 82% of businesses fail because of poor cash flow management and subpar accounting practices. Yikes. It’s no secret that accounting is hard — and there’s a reason people spend their entire lives learning how to do it well. But there’s good news. You can avoid becoming a part of this statistic without heading to university to get a Bachelor’s (or Master’s) degree in accounting. Enter… modern-day accounting software. It exists to help even the smallest businesses improve their bookkeeping processes, save time, and make fewer costly mistakes. Plus, understanding your numbers can lead to smarter business decisions and improved overall business health/performance as well. However, choosing the best accounting software isn’t easy, thanks to the thousands of options on the market. Which one offers everything you need without a …

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Exponea clarifies the differences between CDPs, DMPs and CRMs

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30-second summary: Exponea created a Knowledgecard, CDP vs DMP vs CRM, which serves as a handy cheat sheet to help clarify the definition and purpose of each martech solution. Customer Data Platforms (CDPs) collect first-party data from online and offline sources in real-time, creating a unified view of each customer that enables ultra-personalized targeting for marketing campaigns. Data Management Platforms (DMPs) segment anonymous third-party data from other websites that can be used to create audience segments for marketing campaigns. Customer Relationship Platforms (CRMs) are utilized by customer-facing teams, including sales, customer support, and client/customer advocates to facilitate managing a company’s relationships with existing or potential customers. CDPs, CMS, SaaS… the world of marketing technology (martech) is punctuated by acronyms representing a host of technologies that can be confusing to parse through, particularly when companies are evaluating what they need to add to their tech stack. Chiefmartec’s infamous graphic, the Martech …

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