Salesforce Consulting Blog
What Salesforce’s new marketing and commerce innovations mean for you
The business world is evolving, and disconnected processes are no longer cutting it. Your customers demand personalized, frictionless experiences, and your teams need the right tools to deliver.
With Salesforce’s Marketing Cloud and Commerce Cloud updates, here’s how you can start driving results today.
Referral Marketing: Turn happy clients into sales champs!
Imagine turning your happiest customers into your most powerful sales team. Referral marketing is not just a strategy; it’s a way to harness the trust people already have in their friends, family, and peers. And it works!
Did you know that 50% of customers find new brands through social media recommendations or that 33% of people are willing to share brands online in exchange for rewards? (Source: Salesforce Connected Shopper Report 2024)
If you’re struggling to stand out in today’s crowded market, referral marketing can help you gain customers faster, at a lower cost, and with higher trust levels. Here’s how you can make it happen with Salesforce tools.
8 Ways to transform campaigns with AI-powered precision like never before.
Feeling overwhelmed by the endless cycle of campaign planning, content creation, and audience targeting? You’re not alone. Research shows that 54% of B2B marketers struggle to produce quality content consistently (Content Marketing Institute), and 71% of marketers are now turning to AI to bridge this gap (Salesforce State of Marketing Report).
Here’s the good news: with the right tools, you can cut through the chaos, streamline your workflow, and achieve better results. Salesforce’s Agentforce Campaigns is designed to make your life easier by automating repetitive tasks, improving precision, and freeing you to focus on what matters which is building connections and driving results
The Power of Salesforce Data Cloud
Imagine knowing exactly what your customers need and delivering it instantly. In today’s world, customer expectations are higher than ever.
A single misstep like slow service or irrelevant marketing can send them running to a competitor. Data Cloud is here to fix that by uniting all your data in one place, giving you a full view of your customers so you can build relationships that last.
Signs You’re Overpaying for Salesforce Licenses Without Realizing It
In working with dozens of companies optimizing their Salesforce investments, I’ve noticed a recurring pattern.
Many enterprises unknowingly spend thousands on Salesforce licenses they don’t fully utilize. Here's what’s happening:
How Nonprofits Can Build a Strong Donor Persona in 5 Steps
Want to boost donor engagement and increase support? It all starts with truly understanding your supporters. Building a strong donor persona goes beyond simple demographics, helping you connect with their motivations and challenges on a deeper level.
Here’s how to create one and leverage Salesforce tools to implement it immediately:
Why Customer Service Trends Matter More Than Ever
Ever felt like you're always playing catch-up in your business?
Customer expectations are skyrocketing, and staying ahead feels like a race against time. But here’s the thing: customer service isn't just about solving problems anymore, it's about driving growth.
Boost Salesforce Security with Role-Based Audits This New Year
As the new year begins, it's the perfect time to reinforce the security of your Salesforce environment. With the ever-growing complexity of user roles, permissions, and data access, businesses must ensure that the right people have the right access—and nothing more.
Conducting regular role-based audits not only strengthens your organization's security but also protects your customers, builds trust, and aligns your system with compliance standards.
In this blog, we’ll share actionable steps to review and optimize Salesforce roles and permissions so you can kick off the year with confidence.
Wrap Up the Year Right: Automate Renewal Reminders with Salesforce
As the year winds down, businesses often face the risk of missed renewals, expired contracts, and overlooked follow-ups. These missed opportunities don't just cost revenue—they erode customer trust and loyalty.
Fortunately, Salesforce provides robust tools that can help you automate renewal reminders, streamline workflows, and ensure that no opportunity slips through the cracks.
In this blog, we'll explore actionable steps you can implement right now to automate renewal reminders in Salesforce and close the year strong.
Boost Sales and Loyalty: 10 Types and Strategies.
Have you ever wondered why some sales promotions grab your attention while others go unnoticed? Effective promotions don’t just offer discounts, they solve problems, create excitement, and build loyalty.
The truth is, that sales promotions can do wonders for your business when done right: boosting sales, clearing out inventory, and even turning one-time buyers into lifelong fans.
In this guide, you’ll discover actionable strategies, real-world examples, and ways Salesforce tools can make your promotions smarter and more impactful.
How to Fix AI Trust Issues: 5 Simple Tips for IT Leaders
AI is becoming super important for businesses, helping teams work faster and smarter. However, many IT leaders feel nervous about using AI because they’re unsure their data and systems are ready. This worry is called the AI trust gap. It happens when businesses rush to use AI but don’t have the right tools to protect data and follow rules.
Here’s how IT leaders can fix this problem and make sure their AI systems are safe and trustworthy.
5 Steps to Build Trust in AI (with Tips for Getting Started)
How IT Leaders can Redefine Customer-Centric Businesses with AI
Making your customers happy is the secret to a successful business, no matter what you sell. But today, customers expect more than just good service. They want companies to know what they need before they even ask, 62% of them, in fact! That’s where IT and AI come in. Source: State of the Connected Customer Report 2024.
Here’s how IT leaders can use AI to create amazing customer experiences:
Top 3 Marketing Trends for 2024 You Can’t Ignore
The future of marketing is here, and Salesforce tools can help you lead the charge. AI-driven strategies, trustworthy data, and hyper-personalized customer experiences are no longer optional, they’re essential.
Companies adopting these trends with Salesforce have seen up to 20% faster customer engagement and significant ROI growth. Source: Salesforce 2024.
Studies from the 2024 State of Marketing Report reveal insights from over 4,800 marketing professionals and highlight the major trends shaping 2024.
Key takeaways from the report:
How To Build and Nurture a People-First Sales Culture
Today’s customers are looking for more than a sales pitch.
They want genuine connections, a clear understanding of their needs, and a sense that your values align with theirs.
Post-pandemic, trustworthiness and shared values have become essential, with over 80% of customers prioritizing trustworthy companies.
What is B2B Sales and How to Improve it
What Is B2B Sales and How to Improve it
B2B (business-to-business) sales are transactions between companies rather than individual consumers, often involving longer sales cycles and multiple decision-makers. But why does that matter to you? Understanding the unique dynamics of B2B sales could be the difference between closing high-value deals or losing them to competitors.
Marketing’s New Era: Will you adapt or get left behind?
Is your marketing strategy keeping up?
You’re sending more emails, texts, and notifications than ever, but fewer people are paying attention.
Customers are over the same old marketing tactics, and with third-party cookies disappearing, getting their attention is harder than ever.
The answer? Smarter, well-timed interactions that fit seamlessly into your customers' journey. It’s not about interrupting, it’s about showing up with value right when they need it.
We’ll break down how a "moment-oriented" strategy can help you build real customer loyalty and drive growth.
How Salesforce’s Einstein AI Empower Businesses to Take the Best Next Action
In today’s competitive landscape, the ability to make informed, proactive decisions can be the difference between success and stagnation.
Salesforce’s Einstein AI equips businesses with the insights they need to make these decisions, providing the tools necessary to anticipate customer needs, optimize resources, and drive growth.
6 Productivity Hacks: Increase Efficiency with Salesforce
The biggest reason businesses struggle to scale is that they’re bogged down by time-consuming tasks that prevent them from focusing on their growth.
Instead of focusing on key business priorities, they get caught up in the time-consuming tasks.
Here are 6 Ways to Unlock Productivity with Salesforce.
Nonprofits, are you struggling to keep donors engaged? Salesforce has the solution.
Still missing out on donor retention?
If you’re working in healthcare nonprofits and you’re still:
Sending generic thank-you emails
Waiting for donors to come back on their own
Struggling to secure repeat donations
It’s time to enhance your donor engagement strategy.
By using Salesforce, you can automate personalized communication journeys that connect donors to your mission in a meaningful way.
This can save you hours of manual follow-up work and increase recurring donations.
Dreamforce 2024: How Agentforce is completely changing the game for support teams in 2024.
Salesforce introduced Agentforce at Dreamforce 2024.
If your team is overwhelmed with routine tasks or facing slow response times, it’s time to discover how Agentforce can make a difference.