Orchid Connect

Financial Services

5 Ways to Manage Support Tickets

Here are five ways to manage support tickets and inquiries through Salesforce: Case Management Salesforce’s Case Management system is designed to handle support tickets efficiently. Each inquiry or issue is logged as a “case,” which can be tracked from inception to resolution. Key features include: Case Creation: Automatically create...
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Salesforce’s Account Object

Building Better Bonds: How Salesforce’s Account Object Boosts Member Relationships Hey there, association aficionados! It’s time to talk about the unsung hero in your CRM arsenal – Salesforce’s Account object. This nifty feature isn’t just for keeping tabs on individual members; it’s your secret weapon for managing the bigger...
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Six Key Ways SMBs Use Salesforce To Grow

Small and medium-sized businesses (SMBs) leverage Salesforce in various ways to fuel their growth and enhance operational efficiency. Here are six key strategies SMBs use with Salesforce: Customer Relationship Management (CRM) Salesforce is renowned for its CRM capabilities. Small and medium businesses utilize Salesforce to centralize customer data, track...
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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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