Orchid Connect

Education

Mastering Member Success: Recruitment and Retention 

Mastering Member Success: Salesforce Strategies for Recruitment and Retention  Your Members Deserve a CRM as Awesome as They Are In the world of member recruitment and retention, your association needs a tool that’s just as impressive as your members. Salesforce allows associations to create detailed member profiles, consolidating information...
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The Best Practices for Integrating Higher Education and Salesforce

In the dynamic landscape of higher education, the integration of cutting-edge technologies is pivotal to fostering efficiency, collaboration, and a seamless experience for students, faculty, and alumni. Salesforce, renowned for its versatility, emerges as a powerful ally for academic institutions. Here are the best practices to consider when integrating...
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20-point Plan to Maximize Your Salesforce Investment

Maximizing the return on investment (ROI) in Salesforce involves strategic planning, effective implementation, and ongoing optimization. Here are 20 ways organizations can get more out of their investment in Salesforce: Do you have Crystal Clear Objectives? Clearly define business objectives and align them with Salesforce capabilities to ensure that...
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10-point Checklist to Support Adoption of a New System

Clearly Define Objectives: Example 1: Clearly communicate that the new [system/process] aims to streamline communication, improve customer interactions, and increase sales efficiency… Example 2: Outline specific objectives for a new [system/process]. Emphasize its role in enhancing collaboration, tracking project progress, and reducing time spent on administrative tasks… User-Friendly Interface:...
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