Last week, I recapped my experience with the unit, “Get Started with Volunteer Management” under the Trailhead module, “Volunteer Management“. Today, our journey continues with “Find the Right Volunteers“! This path is a great series of tutorials for nonprofit team
Marketing Cloud is a product offered by Salesforce, used for delivering relevant, personalized journeys to your target audiences across the right channels and devices. The product helps marketers deliver the right messages at the right time to the right users
Microsoft Dynamics 365 for Marketing is an application within the Microsoft Dynamics 365 universe that helps you create and nurture leads, align sales and marketing, make smarter process decisions, get AI-driven insights to help you win over your marketplace, and
Mindfulness of consumer behavior will indeed be the marketer’s best ally when approaching their 2019 strategies. There are a few key tactics that a variety of businesses and industries can use to reach their target audiences more effectively while simultaneously
Hello, fellow Trailblazers! This week, I’m taking you through the module, Volunteer Management, in Trailhead. This one is comprised of the following units: Get Started with Volunteer Management Find the Right Volunteers and – Manage Email and Report on Volunteer
To Salesforce users, Pardot can be described as the platforms go-to for B2B marketing automation. Pardot, as described by Salesforce, is “B2B Marketing Automation on the World’s #1 CRM”. The product is a full solution that helps marketers create meaningful
For Business Rules, there are various actions a Business Rule can do. In this post, we will go over all of them so you can use Business Rules in Microsoft Dynamics 365/CRM in the most optimal ways to your CRM
Microsoft Dynamics 365 for Sales is a Microsoft Dynamics 365 application that allows sellers to increase sales through the power of artificial intelligence, helping them to grow their organization’s bottom lines and create more personalized buyer journeys for their customers. It
There’s a lot that goes into marketing automation technology today, and you may find some of the functionality details confusing if you’ve never explored it before. With marketing automation, you have everything you need in one place. If you just
There are many things that make up a successful customer service coaching program, and some of the details may be unique to your organization. However, there are a few key components that tend to be consistent among industries. We uncover them
Are you a newbie when it comes to the world of Salesforce, or do you just need a simple refresher on the basics of Salesforce Service Cloud and how it benefits you? We’ll cover the details in this post! Service
Another week, another unit. Today, I recap the last unit in the Trailhead series: “Discover Service for Small Business with Service Cloud Essentials”. This unit teaches users how to: Point out where key features are within the service console and
Are you struggling to understand where you should start to create an effective sales process that results in higher customer and employee retention rates, boosts your bottom line, increases brand awareness, drives collaborations, and more? Everyone starts somewhere, and, we’re
The awareness and utilization of these important Action Items for Business Rules in Microsoft Dynamics 365/CRM will help you to become a better admin and encourage your users to keep adopting the system, furthering their education. You can take advantage
This April Fool’s Day, we invite you to play a round of “CRM Joke or No Joke” with us in honor of the spirit of the holiday. Before you pass along the link to this blog with your co-workers, use