Orchid Connect

Service Offerings

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...
Read More

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...
Read More

Beyond Sales and Customer Service

Salesforce is a versatile platform that extends well beyond its core sales and customer service offerings. Here are several ways to leverage Salesforce for broader business functions: Marketing Automation Utilize Salesforce Marketing Cloud to automate marketing campaigns, personalize customer interactions, and analyze marketing performance. This extends your capabilities into...
Read More

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...
Read More

How Tech Selection is Like Dating

Drawing parallels between tech selection and dating can offer a lighthearted and relatable perspective on the process of choosing technology solutions. Here are some amusing and insightful comparisons: Remember, while the comparison between tech selection and dating can be amusing, the decisions involved in both processes are substantial and...
Read More

What to Look For: Solution Architect

Selecting a Salesforce Solution Architect is critical for any organization looking to implement or optimize Salesforce solutions. A Solution Architect plays a pivotal role in designing scalable, efficient, and sustainable Salesforce solutions. Here are vital considerations when looking for a Salesforce Solution Architect: By carefully evaluating candidates based on...
Read More