Salesforce Consulting Blog
Get Your Team AI-Ready for Customer Service in 5 Steps
Customer service is evolving fast, and AI is leading the transformation. According to Salesforce Research (2024), 77% of service teams say AI helps them spend more time on meaningful customer interactions. AI isn’t here to replace jobs, it’s here to enhance them.
Leverage Salesforce To Automate Manufacturing & Reduce Errors
What if you could prevent these errors before they happen?
You can.
With Salesforce automation, manufacturers can streamline operations, eliminate manual work, and get real-time visibility into every step of the process—from order placement to final delivery. That means fewer errors, faster production, and happier customers.
Let’s break down exactly how Salesforce can help you take control and make your manufacturing process error-proof:
AI Agent Myths That Hold Businesses Back and How to Use Them for Growth
Are you missing out on the AI revolution?
AI agents are changing the game, helping businesses streamline operations, improve customer service, and boost revenue. But many companies hesitate because of myths that create fear and uncertainty. The truth? AI agents can be your biggest competitive advantage, if you know how to use them.
AI is transforming HR with 3 changes you need to know.
AI is revolutionizing HR by enhancing efficiency, automating tasks, and improving employee experiences. Learn how to implement AI in HR and relevant stats you’d want to know.
What Is AI in HR?
AI in HR leverages machine learning, natural language processing (NLP), and AI agents to streamline operations. It answers employee questions, predicts workforce trends, and enhances decision-making, boosting HR efficiency.
3 Steps to Keep Subscribers Engaged for Life
Imagine spending hours crafting the perfect email campaign only for it to end up in spam. Frustrating, right? Research shows that personalized emails generate 6x higher transaction rates, yet 51% of marketers say email deliverability is their biggest challenge. If you care about ROI and building lasting relationships, mastering email deliverability isn’t optional, it’s essential.
Let’s dive into three things that not only keep your emails out of the spam folder but also turn subscribers into loyal customers. Each step is tied to tools from Salesforce, a leader in email marketing technology, so you can implement this today.
Boost sales with these 5 strategic email campaigns
If you're tired of watching competitors grow while your business feels stuck, it’s time to change that. Your email list isn’t just a collection of contacts, it’s a goldmine of potential revenue, loyal customers, and business growth waiting to happen.
What are email nurture journeys?
An email nurture journey is a series of targeted emails designed to engage, educate, and convert prospects into customers over time.
What Salesforce’s new marketing and commerce innovations mean for you
The business world is evolving, and disconnected processes are no longer cutting it. Your customers demand personalized, frictionless experiences, and your teams need the right tools to deliver.
With Salesforce’s Marketing Cloud and Commerce Cloud updates, here’s how you can start driving results today.
Referral Marketing: Turn happy clients into sales champs!
Imagine turning your happiest customers into your most powerful sales team. Referral marketing is not just a strategy; it’s a way to harness the trust people already have in their friends, family, and peers. And it works!
Did you know that 50% of customers find new brands through social media recommendations or that 33% of people are willing to share brands online in exchange for rewards? (Source: Salesforce Connected Shopper Report 2024)
If you’re struggling to stand out in today’s crowded market, referral marketing can help you gain customers faster, at a lower cost, and with higher trust levels. Here’s how you can make it happen with Salesforce tools.
8 Ways to transform campaigns with AI-powered precision like never before.
Feeling overwhelmed by the endless cycle of campaign planning, content creation, and audience targeting? You’re not alone. Research shows that 54% of B2B marketers struggle to produce quality content consistently (Content Marketing Institute), and 71% of marketers are now turning to AI to bridge this gap (Salesforce State of Marketing Report).
Here’s the good news: with the right tools, you can cut through the chaos, streamline your workflow, and achieve better results. Salesforce’s Agentforce Campaigns is designed to make your life easier by automating repetitive tasks, improving precision, and freeing you to focus on what matters which is building connections and driving results
The Power of Salesforce Data Cloud
Imagine knowing exactly what your customers need and delivering it instantly. In today’s world, customer expectations are higher than ever.
A single misstep like slow service or irrelevant marketing can send them running to a competitor. Data Cloud is here to fix that by uniting all your data in one place, giving you a full view of your customers so you can build relationships that last.
Signs You’re Overpaying for Salesforce Licenses Without Realizing It
In working with dozens of companies optimizing their Salesforce investments, I’ve noticed a recurring pattern.
Many enterprises unknowingly spend thousands on Salesforce licenses they don’t fully utilize. Here's what’s happening:
How Nonprofits Can Build a Strong Donor Persona in 5 Steps
Want to boost donor engagement and increase support? It all starts with truly understanding your supporters. Building a strong donor persona goes beyond simple demographics, helping you connect with their motivations and challenges on a deeper level.
Here’s how to create one and leverage Salesforce tools to implement it immediately:
Why Customer Service Trends Matter More Than Ever
Ever felt like you're always playing catch-up in your business?
Customer expectations are skyrocketing, and staying ahead feels like a race against time. But here’s the thing: customer service isn't just about solving problems anymore, it's about driving growth.
Boost Salesforce Security with Role-Based Audits This New Year
As the new year begins, it's the perfect time to reinforce the security of your Salesforce environment. With the ever-growing complexity of user roles, permissions, and data access, businesses must ensure that the right people have the right access—and nothing more.
Conducting regular role-based audits not only strengthens your organization's security but also protects your customers, builds trust, and aligns your system with compliance standards.
In this blog, we’ll share actionable steps to review and optimize Salesforce roles and permissions so you can kick off the year with confidence.
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.