Orchid Connect

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6 Ways to Elevate Municipal Customer Service with Salesforce Excellence

Citizen Service Portals Elevate municipal customer service by creating a centralized citizen service portal powered by Salesforce Community Cloud. This portal can act as a one-stop-shop for citizens to access information, submit service requests, and track the status of their inquiries or issues. The portal also provides a user-friendly...
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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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Municipal Organizations Using Salesforce: 5 Best Practices

Implementing Salesforce for municipal organizations comes with its unique set of challenges and opportunities. Here are five best practices to guide municipal organizations in maximizing the benefits of Salesforce: Customization to Specific Needs Tailor Salesforce to meet the unique requirements of the municipal organization. Whether it’s citizen services, permit...
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Orchid’s Annual Operations Assessments

Introducing Orchid’s Annual Operations Assessments! Elevate your organization’s performance with our comprehensive evaluations — each approach tailored to align with your domain. Our six extensive assessments are designed to provide valuable insights, enhance efficiency, and drive strategic decision-making across diverse sectors. Explore a customized approach to operational excellence and...
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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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