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Customer Experience and Salesforce News
August 03, 2018
Old habits die hard, but mobile field service apps have staying power as they secure and ease communication and reporting across various industries and business sizes.
July 20, 2018
Salesforce continues piecing together its Marketing Cloud -- this time with the $800 million acquisition of Datorama, an AI marketing software company.
June 13, 2018
At Salesforce Connections, Salesforce builds off its Google partnership announced at Dreamforce by releasing new integrations between Marketing Cloud and Google Analytics 360.
May 03, 2018
Field service management software can be a great way to integrate mobile into a service company. Now, cloud-based platforms offer an accessible entry point for smaller businesses.
Customer Experience and Salesforce Get Started
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Partner relationship management (PRM) is a combination of the software, processes and strategies companies use to streamline business processes with partners who sell their products. Continue Reading
Customer experience management (CEM or CXM) is the collection of processes a company uses to track, oversee and organize every interaction between a customer and the organization. Continue Reading
A virtual agent (sometimes called an intelligent virtual agent, virtual rep or chatbot) is used to describe a program based in artificial intelligence (AI) that provides automated customer service. Continue Reading
Evaluate Customer Experience and Salesforce Vendors & Products
Weigh the pros and cons of technologies, products and projects you are considering.
As chatbots begin to replace email as the go-to customer service channel, more and more companies are using AI and natural language processing to improve their chat services. Continue Reading
With its CRM system for payers, Salesforce is targeting a competitive market in which health insurers are fighting for members seeking lower costs and better health outcomes. Continue Reading
Salesforce has adapted its CRM for nonprofits, giving activists a lower-cost way to track fundraising, organize activities and keep their communities engaged. Continue Reading
Manage Customer Experience and Salesforce
Learn to apply best practices and optimize your operations.
The customer relationship manager has a challenging and ever-evolving role to play when it comes to optimizing the customer experience. Continue Reading
Navy Federal Credit Union ingrains customer service in social engagement, sometimes the only channel where sailors at sea can get critical questions answered. Here's how they do it. Continue Reading
CRM expert Jay Baer, author of NYT bestseller 'Hug Your Haters,' joins the Pipeline podcast and answers host Don Fluckinger's litany of personal experience CRM complaints. Continue Reading
Problem Solve Customer Experience and Salesforce Issues
We’ve gathered up expert advice and tips from professionals like you so that the answers you need are always available.
Marketing automation CEO offers tips on bringing together siloed data, spotting sales trends, analyzing sales funnels and allocating marketing campaign spending. Continue Reading
With less than a month until GDPR has to be implemented, both B2B and B2C sales teams must be prepared to properly protect or even dispense of customer data, according to experts. Continue Reading
Last year's Blue Coat-Symantec merger posed a dilemma: getting salespeople up to speed on the reshaped product line. MindTickle with Salesforce paid dividends in sales learning. Continue Reading