Strategic Services Archives

Tanya Renne
March 11, 2024
Associations, Data, Financial Services, Implementation, Non-Profits, Sales and Service Cloud, Strategic Services

Basic to Baller: The Road to Hyper-Personalized Marketing

It’s said that In order to get from A to Z you need to pass through all the letters in between. This is often true for effective marketing strategies. The exercise of understanding your audience via the data you have – and the data’s ability to hone and target...

Tanya Renne
February 5, 2024
Associations, Data, Education, Implementation, Managed Services, Non-Profits, Sales and Service Cloud, Strategic Services

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...

Tanya Renne
January 13, 2024
Financial Services, Managed Services, Sales and Service Cloud, Strategic Services

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...

ocadmin
August 14, 2023
Associations, Implementation, Managed Services, Non-Profits, Sales and Service Cloud, Strategic Services

What is Sales Cloud?

Sales Cloud is a customer relationship management (CRM) platform designed to help organizations streamline their sales processes, manage customer relationships, and drive sales growth. It offers tools and features enabling sales teams to effectively manage leads, opportunities, accounts, and contacts throughout the sales cycle. Key features and capabilities of...

ocadmin
August 7, 2023
Associations, Experience Cloud, Implementation, Managed Services, Non-Profits, Strategic Services

What is Salesforce Experience Cloud?

Salesforce Experience Cloud, formerly known as Community Cloud, is a platform provided by Salesforce that enables organizations to build customized online communities, portals, and websites for their customers, partners, employees, and stakeholders. The platform enhances collaboration, engagement, and self-service by providing a personalized and branded experience. Salesforce Experience Cloud...

ocadmin
July 31, 2023
Associations, Implementation, Managed Services, Non-Profits, Sales and Service Cloud, Strategic Services

What is Service Cloud?

Service Cloud is a customer service and support platform designed to help organizations effectively manage customer inquiries, support requests, and service operations. Our platform enables businesses to deliver personalized and efficient customer service experiences across multiple channels, such as phone, email, chat, social media, and self-service portals. Key features...

ocadmin
July 24, 2023
Associations, Implementation, Managed Services, Non-Profits, Strategic Services

What is Tableau?

Tableau is a powerful data visualization and business intelligence platform that can benefit many organizations and professionals. Here are some examples of who should use Tableau: Business Analysts Firstly, business analysts can leverage the platform to analyze and visualize complex data sets, uncover insights, and communicate findings effectively....

ocadmin
July 17, 2023
Associations, Implementation, Managed Services, Non-Profits, Strategic Services

Who Should NOT Use Tableau?

While Tableau is a powerful data visualization and analytics tool, some specific scenarios or individuals may need help finding it suitable for their needs. Here are a few examples of those who might not benefit from using Tableau: Small-Scale Data Analysis Tableau might be overkill if you have relatively...

ocadmin
July 10, 2023
Associations, Implementation, Managed Services, Non-Profits, Strategic Services

What is Salesforce Non-Profit Success Pack? (NPSP)

The Salesforce Nonprofit Success Pack (NPSP) is a preconfigured Customer Relationship Management (CRM) tool. NPSP is specifically designed to meet the unique needs of nonprofit organizations. For example, it provides nonprofits with a foundation for managing constituent relationships, fundraising, program management, and volunteer management. It includes various features and...

ocadmin
July 3, 2023
Associations, Implementation, Managed Services, Non-Profits, Sales and Service Cloud, Strategic Services

What is Salesforce Field Service Cloud?

Field Service Cloud is a comprehensive service management platform offered by Salesforce. It is designed to optimize and streamline field service operations for organizations that provide on-site services, such as installation, maintenance, repair, or inspection. Field Service Cloud leverages the power of the Salesforce platform to enable organizations to...