Orchid Connect

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...

3 Ways to Plan and Manage Events with Salesforce

  Event Management with Salesforce: Use Salesforce’s Events module to create, manage, and track event details.  Manage event registrations through Salesforce Campaigns or custom objects – tracking RSVPs and attendee details. Automate event communications like invitations, reminders, and follow-ups...

How to Target and Segment Members

Segmenting members in Salesforce for targeted communications and services involves personalizing interactions based on member characteristics, behaviors, and preferences. Here’s how you can achieve this: Implement Salesforce Campaigns Use Salesforce Campaigns to organize and manage targeted communication efforts. Add...

Salesforce Adoption

Salesforce adoption involves more than just implementing a new tool; it often requires a significant change in processes, workflows, and the way people work. Effective change management is crucial for a successful Salesforce adoption. Here are 10 tips for...

Orchid’s Annual Operations Assessments

Introducing Orchid’s Annual Operations Assessments! Elevate your organization’s performance with our comprehensive evaluations — each approach tailored to align with your domain. Our six extensive assessments are designed to provide valuable insights, enhance efficiency, and drive strategic decision-making across...

What to Look For: Senior Salesforce Developer

Hiring a senior Salesforce engineer is a critical decision, as they play a crucial role in developing, maintaining, and optimizing Salesforce solutions for an organization. Here are vital considerations to keep in mind when looking for a senior Salesforce...