Orchid Connect

Managed Services

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...
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5 Ways to Guarantee A Successful Technology Project

To increase the chances of a successful technology project, consider implementing the following five strategies: Clearly Define Project Goals and Objectives Establish clear and measurable goals for your successful technology project. Define what you want to achieve, whether it’s improving efficiency, enhancing customer experience, increasing revenue, or streamlining processes....
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6 Ways Associations Can Transform

These are the six ways associations can transform their technology to support their members: Enhanced Member Experience Firstly, technology transformation enables associations to provide a more seamless and personalized experience for their members. By leveraging modern technology solutions, associations can transform by offering self-service options, personalized content and recommendations,...
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8 Benefits of Unified Data

Unifying data has the potential to transform organizations in several ways. Here are some key benefits and transformations that can be achieved through the implementation of unified data: Improved Decision-Making Unified data provides a holistic and comprehensive view of the organization’s operations, customers, and market trends. With access to...
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Common Fonteva Stability Issues and Their Solutions

Hint: it’s not Fonteva, it’s your implementation “It’s Unstable!” To get to the bottom of what is causing your stability issues, isolate your issues into the following categories: Automations Are automations failing? Is the issue confined to particular business units and business processes?Does this happen from the community only,...
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8 Common Questions About Experience Cloud

Here are eight common questions about Experience Cloud: What is the difference between Salesforce Experience Cloud and Salesforce Community Cloud? Salesforce Experience Cloud is the rebranded version of Salesforce Community Cloud. The name change reflects a broader vision of creating personalized and engaging customer, partner, and employee experiences. Can...
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8 Common Questions About Hubspot

Here are commonly asked questions about HubSpot: What is HubSpot? The HubSpot system is an all-in-one inbound marketing and sales software platform that helps businesses attract, engage, and delight customers. It offers tools and features for marketing, sales, customer service, and CRM (Customer Relationship Management) to support businesses’ growth...
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8 Common Questions About Nonprofit Success Pack

Here are some common questions about the Nonprofit Success Pack (NPSP): What is Nonprofit Success Pack? The Nonprofit Success Pack (NPSP) is a set of preconfigured CRM tools developed by Salesforce.org specifically for nonprofit organizations. It provides nonprofits a foundation for managing constituent relationships, fundraising, program, and volunteer management....
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8 Common Questions About Pardot

Here are some common questions about Pardot: What is Pardot? Pardot is a marketing automation platform provided by Salesforce. It enables businesses to streamline and automate their marketing efforts, manage leads, and nurture customer relationships. Pardot helps marketers generate high-quality leads, align marketing and sales teams, and track the...
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