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Tanya Renne
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January 14, 2024
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January 13, 2024
Customer Service Center Operations Analysis Plan
If you’re struggling with bottlenecks and frustration, can’t work out where the problem is, or need a better grip on your service KPIs — step through this Customer Service Center Operations Analysis Plan to get at where the issues are and closer to the solutions. Define Objectives Example: Enhance...
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January 13, 2024
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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January 13, 2024
10-point Plan to Enhance Member Engagement
It is crucial to enhance member engagement for the success and sustainability of any organization, be it a community group, association, or business. Understand Member Needs You think you know, but do you? Conduct surveys, interviews, or focus groups to understand the unique needs and preferences of your members....
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January 13, 2024
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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January 8, 2024
Salesforce Customization: Your Association, Your Rules!
Don’t let your CRM hold you back – use Salesforce customization features to dance to your association’s unique beat. It’s like tailoring a suit, but for your data. Be the Boss: With Salesforce customization, you’re the boss of your CRM. Mold it to match your association’s needs, processes, and...
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December 28, 2023
Salesforce’s Opportunity Management
Salesforce’s Opportunity Management: Your Revenue-Boosting Dynamo! It’s time to unveil another gem from the Salesforce treasure chest – Opportunity Management. Think of it as your trusty sidekick for tracking membership renewals, event registrations, and all things revenue-related. Revenue Revolution: With Opportunity Management, you’re not just tracking numbers; you’re orchestrating...