In today’s world, customer engagement stands at the forefront of business innovation. The world’s top companies are leveraging scheduling automation and the power of data and analytics to maximize client interactions; having a strong data engine that empowers connections between business teams, prospects, and customers is an absolute must for
Category: Guest Blog
How to Solve Top Activity Capture Challenges Salesforce Admin Face Daily
Dreamforce returns in all its glory for its 20th anniversary this year and as a Salesforce partner, Revenue Grid is delighted to share this event with you. Designed for Salesforce users, Revenue Grid helps companies with complex sales scenarios automate activity capture and then identify and eliminate revenue leaks with
Salesforce Workflow Migration: How do you actually do it?
My name is Pablo Gonzalez. I’m the creator of HappySoup.io and have been a Salesforce developer for 11 years. Unless you’ve been living under a rock the last few months (and I won’t judge if you have!), you may have heard that Salesforce has plans to retire Workflow Rules and
Create Salesforce Leads from Emails with Match My Email
Match My Email adds another feature that Einstein Activity Capture lacks. If you ask B2B buyers what their preferred method of communication is, 62% pick email. Now, look at your team: how do they communicate with prospects? Chances are, you’ll find that most of your sales conversations take place over
Salesforce Smart Testing Best Practices with Panaya Foresight
One of the best parts of Salesforce is its out-of-the-box features that can be easily tailored to meet the specific needs of your business. But while it may be easy to update a new sales process or create a custom layer of code in Salesforce, the real challenge is making
How to Support more Women in Salesforce DevOps
Now that we are in a hybrid world, the need for DevOps is obvious. Salesforce professionals, from admins to consultants and architects, have become experts on how to manage DevOps. Yet, only 16 percent of DevOps include women. It’s a staggering number, considering that the Salesforce DevOps ecosystem is so
Einstein Activity Capture: A Closer Look for Salesforce Admins
As a Salesforce Administrator, it’s your job to reduce busywork for your sales team so they can focus on more important things. One common example of busywork is updating data between Salesforce, email, and calendar applications. Fortunately, there are now several solutions that can help your sales team reduce routine
How to Use FormAssembly Workflow for Data Collection Process Automation
Workflow automation has become an increasingly popular topic for organizations looking to streamline processes, reduce employee burnout, and save time and resources. Automation is especially important for data collection processes using web forms, no matter the business or industry. Clean, automated data collection is what drives organizations to make smarter