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WordPress and Salesforce are the crème de la crème of their industry, at the top of their game. Salesforce promises to drive your business forward, consistently and insightfuly with a suite of tools; and WordPress helps you take that business to the world in a few clicks. Pick any tool in those categories, CRM and CMS, your business cannot exist without those in this age. This is why bringing these two tools together is the best bet for your business. The many things that this integration can give you are form builders, web-to-lead forms, form builders, etc. As and when anyone interacts with your business, they interact on the WordPress side, and you get actionable information and insight on the Salesforce side of things. WordPress and Salesforce are no less than a match made in heaven. When you go for a WordPress Salesforce Integration (WordPress website with Salesforce as your CRM) lead generation becomes easy. Now, the visitors that come to your WordPress website provide you with ...

Salesforce Experience Cloud has this one line in their copy, “Build your experience,” and I think that both summarizes the product and invites you to explore it. There is nothing more I love than good copy, and that was an example of it. But coming to the topic at hand, what is the Experience Cloud? How does it help you build a promising experience for your customers and stakeholders? Let’s explore! With Salesforce Experience Cloud, you can streamline your business processes in terms of partner management, customer management, and the ecommerce experience.   What are the features of the Salesforce Experience Cloud, and How can you leverage them? Business integration to provide better digital experiences: Both your customers and partners can benefit from this integration. Partners can check in on the leads relevant to them, and customers can easily keep track of their cases, orders, etc. Personalization for recommendations and such: Salesforce intelligently recommends connec...

Choosing vendors is often one of the most difficult tasks you have to do as a business owner. Each vendor has different strengths and weaknesses and their ways of working. It’s extremely hard to find the one that’s compatible with your working style and understands your processes. Only then you can forge a relationship that’s smooth and beneficial for both parties. Not only that, even after choosing the right vendors, you can face many challenges and issues in the communication, process, and other such areas.   To overcome these issues or prevent them from happening altogether, make sure that everyone is on the same page and you are using the right and easy-to-use tools to streamline engagement, communication, your work, customer service, and all the fronts where your vendors are involved. This is when the vendor management system comes into the picture. Related: Read how a custom vendor portal helped this company with their sourcing process You’ll read a lot about what these v...

In Salesforce’s own words, Salesforce Nonprofit Success Pack or NPSP is the nonprofit technology built on the world’s number one CRM i.e. Salesforce. It was built by Salesforce’s nonprofit community of 47,000 nonprofits which makes this solution perfect for any nonprofit organization that is looking to streamline their operations including donor management, donation management, as well as volunteer management. Let’s first try and understand the offering of Salesforce’s NPSP .   Salesforce provides this success pack for nonprofits for free. But, there’s a catch. It is only free up to 10 users which seems reasonable and doable but to get it properly configured and get started with it, you’ll have to seek out a consultation or a development firm which makes it not so free a solution. What comes in this Salesforce Nonprofit Success Pack? Well, for starters, it has the general Salesforce tech and nonprofit success pack making it just the right solution for a nonprofit to get started. ...

What do you do to make your business stand apart from the crowd? I am assuming the answer is: evolving the business constantly with the latest technologies and new strategies, right? So, then you might have heard about the portal for sure! It is popular for being a one-stop solution for all business needs like automating manual work, providing security features, helping everyone to stay on the same page, etc.   Yes, having a web portal for your business is a solution for all your business miseries! But there are questions to answer like: What type of web portal do you need? What should be the cost of a web portal for your business? What are the benefits of a web portal? And many more. For that, we have this article! It answers all the questions you might have about the web portal. So, without any further delay, let’s get started from the basics: What is a Portal? When I was figuring out what a web portal is, I often misunderstood it with websites, but they are not the same...

What does great customer service mean to you? It is supporting your customers in all the possible ways on time. For example, when they reach out with a question or problem, answering them instantly.   “Please hold while we transfer you. You are valuable to us.” This is not what they like to hear. No one wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds. It’s essential that you provide them with instant replies, which is challenging as customers prefer different channels for support. They may start their request via phone or call and then move on to other channels. Hence, you should integrate a Dynamics 365 Case management solution that ensures a seamless experience for you and your customers despite the communication channel. It connects everyone in the organization and helps your support team with all the information required to solve a case, including activity history and best actions. Before we begin with the benef...

Companies that fail to invest in vendor relationship management to analyze risks and prevent failures in the first place lose sales, revenue, and market value. J.M. Smuckers ’ Brand failed to invest in vendor management, effective risk assessment, and proper vendor diligence. The result was a failed product and customers’ trust, which caused them a loss of $400 million in the market value.   Why do you think it happened? Because of the failed vendor management process. We often think collaboration, knowing vendors, and strengthening relationships do not affect the business whatsoever. However, it helps to know more about vendors and ensure they deliver quality products and mitigate risks. Vendor management is crucial, but all vendors are not the same. They may have different requirements and might follow diverse processes. Hence, traditional vendor relationship management practices won’t be effective. To strengthen vendor relationships, you need to implement a modern and technolog...