Orchid Connect

Salesforce for Municipal Organizations

Municipal organizations can leverage Salesforce to enhance citizen services, streamline internal processes, and improve overall efficiency. How many of the following services does your organization offer? How many leverage Salesforce? Citizen Service Request Management Municipal organizations can implement Salesforce...

Salesforce and Small Businesses

Is your small business leveraging Salesforce for strategic transformation? Have you implemented the platform to enhance various aspects of your operations, from customer relationship management to internal processes. How many of the following areas utilize Salesforce? And if they...

Non-Profit Cloud Readiness Survey

  1. What’s your main goal with NPSP implementation? 2. Do you have a dedicated NPSP admin or team in place? 3. Have you identified the key stakeholders and decision-makers for this NPSP project? 4. Have you mapped out...

Go to Market with Salesforce

Salesforce, a leading customer relationship management (CRM) platform, employs a comprehensive go-to-market (GTM) strategy to reach and serve customers. The Salesforce GTM strategy encompasses various elements, including product positioning, marketing, sales, and customer success. Here are critical components of...

Field Service Cloud Readiness Survey

1. What’s your main goal with Field Service Cloud implementation? 2. Do you have a dedicated Field Service Cloud admin or team? 3. Have you identified the key stakeholders and decision-makers for your Field Service Cloud project? 4. Have...

4 of the Most Common Salesforce Questions

Here are some common questions about Salesforce, a widely used customer relationship management (CRM) platform: What is Salesforce? Salesforce is a cloud-based CRM platform that helps organizations manage customer relationships, sales processes, marketing campaigns, workflow, basic business processes and...

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...

Engage With Event Attendees: Before, During, and After

Engaging with event attendees before, during, and after events using Salesforce involves using its features for communication, automation, and data management. Here’s a comprehensive approach: Before the Event Pre-Event Communication: Use Salesforce Marketing Cloud or Pardot to create targeted...

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...