Improve your marketing campaign metrics with this free Salesforce app

Ask any marketer what their challenges are, and measuring campaign effectiveness will be in their top five. Salesforce automatically measures campaign influence on sales opportunities, but there’s a catch. At least one of the opportunity’s contact roles must be a campaign member, which means your users need to consistently add contacts and leads to campaigns. Campaign […]

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The rise and fall—and rise again—of the Trusted Advisor

In the last few months of 2001, three professional services consultants—David Maister, Charles Green and Robert Galford—published a smallish, unassuming book called the Trusted Advisor. In it they come to a less than ground-shaking conclusion: that nobody can become successful in business unless they first gain the confidence of their clients. Not rocket science by […]

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Prevent Identity Theft with a More Secure Password

This post is part 2 of 4 in the series Cyber Security Basics

Your password is your first line of defense in securing your online presence. With the rise of identity theft and email hacking, your basic passwords no longer make the cut. Having a secure password will prevent attempts to compromise your accounts. Creating a secure password Experts suggest using a password that is at least 8 […]

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4 Ways Simple Survey Increases Response Rates

Capturing the voice of your customer is essential in delivering a better customer experience. Yet, despite all the work being put into your survey programs, your response rates are dwindling. Why? Because customers are increasingly reluctant to volunteer their time to participate in your research. Think about it. How many times have you, yourself, received […]

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3 Tips to Arm Yourself From Phishing Scams

This post is part 1 of 4 in the series Cyber Security Basics

Phishing is one of the most dangerous and compromising scams on the Internet. “Phishing” refers to an attempt to acquire sensitive information such as your login credentials or passwords by pretending to be a trustworthy source such as your bank or email provider. The anatomy of a phishing email is simple: a service you may […]

Service Response Times

Is your service response time killing your customer experience?

This post is part 1 of 1 in the series Response Time Improvement

If a customer is contacting you for help, chances are, they’re already frustrated. Making customers wait for help causes frustrations to rise. Improving service response time can reduce customer frustration and increase customer loyalty. Set expectations and stick to them Research shows that “65% of consumers expect companies to interact with them in real time.” […]

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How a PMP Certification Can Innovate the Way We Manage Projects with Salesforce

Have you ever cooked something only to realize you over-salted it? Then added more ingredients to balance the flavor? This is an example of inspecting for quality rather than planning for quality. Wasted resources and delays are consequences of not planning ahead. Avoid these consequences with a recipe that indicates exactly what you need (more […]