Salesforce Consulting Blog
How Nonprofits Can Maximize Impact with Salesforce in 2024
Nonprofits often juggle limited resources while striving to grow their impact. Salesforce has the tools to help organizations overcome these challenges by streamlining operations, engaging donors, and enhancing overall efficiency.
Dreamforce 2024: A Recap of Key Announcements and Highlights
Salesforce's Dreamforce returned with a bang last week, bringing together thousands of tech enthusiasts, industry leaders, and Salesforce professionals. Equals 11 was proud to be part of the event, sending a team including Salesforce consultants and Equals 11 senior leaders. The event was packed with exciting announcements, insightful sessions, and networking opportunities.
Dreamforce: Spontaneity is Your Friend
While you've probably spent weeks planning your Dreamforce schedule, there's always room for a little spontaneity. Here are some ideas for things to do and see that might not be on your original itinerary.
Dreamforce Prep: A Guide for Salesforce Engineers
Dreamforce is just a few days away. If you’re still not fully prepared now is the time! As a Salesforce engineer, you're likely eager to dive deep into the latest innovations, connect with fellow developers, and learn from industry experts. To help you make the most of your experience, here are some tips for preparing to attend Dreamforce.
3 Ways to Avoid Data Quality Issues in Salesforce
High-quality data is the backbone of any successful Salesforce implementation. Inaccurate, incomplete, or inconsistent data can lead to poor decision-making, missed opportunities, and a negative impact on your business. Here are the top three ways to avoid data quality issues in Salesforce.
Controlling Salesforce Costs: A Guide to Maximizing ROI
Salesforce is a powerful tool for businesses, but its costs can quickly escalate if not managed effectively. This blog post will provide practical strategies to help you control Salesforce expenses and maximize your return on investment (ROI).
Streamlining Your Salesforce Workflow: A Guide to Boosting Efficiency
Salesforce is a powerful tool for managing customer relationships, but without proper optimization, it can become a source of inefficiency. If your team is spending too much time on manual tasks or struggling to find information, it's time to streamline your workflow.
Unleashing the Power of AI in Salesforce: Data Readiness is Key
Salesforce's suite of AI tools promises to revolutionize the way businesses interact with their customers. From enhancing sales productivity to delivering exceptional customer service, the potential benefits are immense. However, to fully harness the power of these tools, organizations must ensure their data is prepared and optimized.
Maximizing Your Nonprofit's Impact with Salesforce Nonprofit Cloud: Best Practices
Salesforce Nonprofit Cloud is a powerful tool that can revolutionize how your nonprofit operates. But to fully leverage its potential, it's essential to implement it effectively. Here are some best practices to guide your organization.
Feeling the Squeeze? How Managed Services Can Ease Salesforce Capacity and Expertise Constraints
Salesforce is a powerful tool, but like any powerful tool, it requires the right resources to leverage its full potential. Many organizations, however, face a double-edged sword: capacity constraints and a lack of in-house Salesforce expertise. This can lead to underutilized features, sluggish performance, and ultimately, a feeling of being stuck.
Conquer the Chaos: Streamlining Your Workflows with Salesforce Automation
Feeling overwhelmed by repetitive tasks and endless follow-ups? You're not alone. But what if you could reclaim your precious time and boost productivity? Enter Salesforce workflow automation, a game-changer for businesses seeking efficiency.
There's a Time and a Place for Data Cloud: When Salesforce Customers Should Consider Implementation
Salesforce customers rejoice! Data Cloud, the platform's answer to unified data management, is no longer exclusive to high-tier plans. With the recent free offering for Enterprise Edition and above, you might be wondering if it's time to jump on board. But hold on to your horses – implementing Data Cloud strategically is key to maximizing its value. So, when exactly is the prime time to consider this data game-changer?
Nonprofit Cloud vs. NPSP: Choosing the Right CRM for Your Cause
Salesforce offers two powerful solutions designed to empower nonprofits: Nonprofit Cloud and the Nonprofit Success Pack (NPSP). But with some key differences between them, deciding which one is right for your organization can be tricky. Let's break down the essentials to help you pick the perfect fit.
From Frustration to Fortune: How Winning Companies Leverage Salesforce (and Why Others Don't)
Salesforce is a juggernaut in the CRM (Customer Relationship Management) world, but even with its power, some companies struggle to unlock its true potential. The difference often boils down to how they approach the platform. Here's what separates the Salesforce success stories from the also-rans.
From Messy to Masterful: How to Sharpen Your Salesforce Data
Salesforce is a powerful tool, but like any engine, it runs best on clean fuel. That fuel? High-quality data. Inaccurate, incomplete, or inconsistent data leads to a frustrating experience for users and missed opportunities for your business. But fear not, Salesforce champions! Here's a roadmap to transform your data from messy to masterful.
Unlock the Power of AI: How to Get Ready for Salesforce Einstein
Salesforce Einstein, the platform's AI umbrella, offers a treasure trove of tools to automate tasks, generate insights, and personalize customer experiences. But before you dive in, some preparation can ensure you maximize the value of Einstein's AI capabilities.
Don't Get Lost in the Clouds: Best Practices for Customizing Salesforce
Salesforce is a powerful and versatile CRM platform, but its true magic lies in its customizability. However, with great customization power comes the responsibility to make informed choices. Here are some best practices to ensure your Salesforce customizations are effective, user-friendly, and maintainable in the long run.
Conquering the Move: Essential Tips for Seamless Salesforce Data Migration
Migrating data to Salesforce can be a powerful move for your business. A well-executed migration unlocks valuable customer insights, streamlines workflows, and paves the way for a more data-driven future. However, a poorly planned migration can lead to data inconsistencies, downtime, and user frustration.
Here are some essential tips to ensure your Salesforce data migration is a smooth and successful journey.
Equals 11 Recognized as a Clutch Global Leader for Spring 2024
Equals 11, a certified Salesforce consulting partner, today announced its recognition as a 2024 Spring Global Award winner for Salesforce services on Clutch, the leading global marketplace of B2B service providers. Honorees are selected based on their industry expertise and ability to deliver scores that are calculated based on client feedback from thousands of reviews published on Clutch.
Fortify Your Fortress: Top Tips to Enhance Salesforce Security
Salesforce is a trusted platform for managing customer data, but with great power comes great responsibility. Cybersecurity threats are constantly evolving, so it's crucial to proactively fortify your Salesforce org and safeguard sensitive information. Here are some essential tips to elevate your Salesforce security posture.