Salesforce Consulting Blog
Wrap Up the Year Right: Automate Renewal Reminders with Salesforce
As the year winds down, businesses often face the risk of missed renewals, expired contracts, and overlooked follow-ups. These missed opportunities don't just cost revenue—they erode customer trust and loyalty.
Fortunately, Salesforce provides robust tools that can help you automate renewal reminders, streamline workflows, and ensure that no opportunity slips through the cracks.
In this blog, we'll explore actionable steps you can implement right now to automate renewal reminders in Salesforce and close the year strong.
Boost Sales and Loyalty: 10 Types and Strategies.
Have you ever wondered why some sales promotions grab your attention while others go unnoticed? Effective promotions don’t just offer discounts, they solve problems, create excitement, and build loyalty.
The truth is, that sales promotions can do wonders for your business when done right: boosting sales, clearing out inventory, and even turning one-time buyers into lifelong fans.
In this guide, you’ll discover actionable strategies, real-world examples, and ways Salesforce tools can make your promotions smarter and more impactful.
How to Fix AI Trust Issues: 5 Simple Tips for IT Leaders
AI is becoming super important for businesses, helping teams work faster and smarter. However, many IT leaders feel nervous about using AI because they’re unsure their data and systems are ready. This worry is called the AI trust gap. It happens when businesses rush to use AI but don’t have the right tools to protect data and follow rules.
Here’s how IT leaders can fix this problem and make sure their AI systems are safe and trustworthy.
5 Steps to Build Trust in AI (with Tips for Getting Started)
How IT Leaders can Redefine Customer-Centric Businesses with AI
Making your customers happy is the secret to a successful business, no matter what you sell. But today, customers expect more than just good service. They want companies to know what they need before they even ask, 62% of them, in fact! That’s where IT and AI come in. Source: State of the Connected Customer Report 2024.
Here’s how IT leaders can use AI to create amazing customer experiences:
Top 3 Marketing Trends for 2024 You Can’t Ignore
The future of marketing is here, and Salesforce tools can help you lead the charge. AI-driven strategies, trustworthy data, and hyper-personalized customer experiences are no longer optional, they’re essential.
Companies adopting these trends with Salesforce have seen up to 20% faster customer engagement and significant ROI growth. Source: Salesforce 2024.
Studies from the 2024 State of Marketing Report reveal insights from over 4,800 marketing professionals and highlight the major trends shaping 2024.
Key takeaways from the report:
How To Build and Nurture a People-First Sales Culture
Today’s customers are looking for more than a sales pitch.
They want genuine connections, a clear understanding of their needs, and a sense that your values align with theirs.
Post-pandemic, trustworthiness and shared values have become essential, with over 80% of customers prioritizing trustworthy companies.
What is B2B Sales and How to Improve it
What Is B2B Sales and How to Improve it
B2B (business-to-business) sales are transactions between companies rather than individual consumers, often involving longer sales cycles and multiple decision-makers. But why does that matter to you? Understanding the unique dynamics of B2B sales could be the difference between closing high-value deals or losing them to competitors.
Marketing’s New Era: Will you adapt or get left behind?
Is your marketing strategy keeping up?
You’re sending more emails, texts, and notifications than ever, but fewer people are paying attention.
Customers are over the same old marketing tactics, and with third-party cookies disappearing, getting their attention is harder than ever.
The answer? Smarter, well-timed interactions that fit seamlessly into your customers' journey. It’s not about interrupting, it’s about showing up with value right when they need it.
We’ll break down how a "moment-oriented" strategy can help you build real customer loyalty and drive growth.
How Salesforce’s Einstein AI Empower Businesses to Take the Best Next Action
In today’s competitive landscape, the ability to make informed, proactive decisions can be the difference between success and stagnation.
Salesforce’s Einstein AI equips businesses with the insights they need to make these decisions, providing the tools necessary to anticipate customer needs, optimize resources, and drive growth.
6 Productivity Hacks: Increase Efficiency with Salesforce
The biggest reason businesses struggle to scale is that they’re bogged down by time-consuming tasks that prevent them from focusing on their growth.
Instead of focusing on key business priorities, they get caught up in the time-consuming tasks.
Here are 6 Ways to Unlock Productivity with Salesforce.
Nonprofits, are you struggling to keep donors engaged? Salesforce has the solution.
Still missing out on donor retention?
If you’re working in healthcare nonprofits and you’re still:
Sending generic thank-you emails
Waiting for donors to come back on their own
Struggling to secure repeat donations
It’s time to enhance your donor engagement strategy.
By using Salesforce, you can automate personalized communication journeys that connect donors to your mission in a meaningful way.
This can save you hours of manual follow-up work and increase recurring donations.
Dreamforce 2024: How Agentforce is completely changing the game for support teams in 2024.
Salesforce introduced Agentforce at Dreamforce 2024.
If your team is overwhelmed with routine tasks or facing slow response times, it’s time to discover how Agentforce can make a difference.
How Nonprofits Can Maximize Impact with Salesforce in 2024
Nonprofits often juggle limited resources while striving to grow their impact. Salesforce has the tools to help organizations overcome these challenges by streamlining operations, engaging donors, and enhancing overall efficiency.
Dreamforce 2024: A Recap of Key Announcements and Highlights
Salesforce's Dreamforce returned with a bang last week, bringing together thousands of tech enthusiasts, industry leaders, and Salesforce professionals. Equals 11 was proud to be part of the event, sending a team including Salesforce consultants and Equals 11 senior leaders. The event was packed with exciting announcements, insightful sessions, and networking opportunities.
Dreamforce: Spontaneity is Your Friend
While you've probably spent weeks planning your Dreamforce schedule, there's always room for a little spontaneity. Here are some ideas for things to do and see that might not be on your original itinerary.
Dreamforce Prep: A Guide for Salesforce Engineers
Dreamforce is just a few days away. If you’re still not fully prepared now is the time! As a Salesforce engineer, you're likely eager to dive deep into the latest innovations, connect with fellow developers, and learn from industry experts. To help you make the most of your experience, here are some tips for preparing to attend Dreamforce.
3 Ways to Avoid Data Quality Issues in Salesforce
High-quality data is the backbone of any successful Salesforce implementation. Inaccurate, incomplete, or inconsistent data can lead to poor decision-making, missed opportunities, and a negative impact on your business. Here are the top three ways to avoid data quality issues in Salesforce.
Controlling Salesforce Costs: A Guide to Maximizing ROI
Salesforce is a powerful tool for businesses, but its costs can quickly escalate if not managed effectively. This blog post will provide practical strategies to help you control Salesforce expenses and maximize your return on investment (ROI).
Streamlining Your Salesforce Workflow: A Guide to Boosting Efficiency
Salesforce is a powerful tool for managing customer relationships, but without proper optimization, it can become a source of inefficiency. If your team is spending too much time on manual tasks or struggling to find information, it's time to streamline your workflow.
Unleashing the Power of AI in Salesforce: Data Readiness is Key
Salesforce's suite of AI tools promises to revolutionize the way businesses interact with their customers. From enhancing sales productivity to delivering exceptional customer service, the potential benefits are immense. However, to fully harness the power of these tools, organizations must ensure their data is prepared and optimized.