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Salesforce Ideas and Insights

With over thirty years of CRM experience and a proven implementation process, RSM has developed the strategies and foresight to bring you the best solutions for your business. Our news and insights showcase our methodologies and thought processes that we include in every implementation. How can your organization perform better?

Recent insights

Streamlined Order-to-Cash using NetSuite and Salesforce CPQ

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Streamlined Order-to-Cash using NetSuite and Salesforce CPQ

Join product leaders in a demo of an integrated Order-to-Cash process using Salesforce Configure-Price-Quote (CPQ) and NetSuite systems.

Salesforce alert — API retirement

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Salesforce alert — API retirement

Modify or upgrade applications to function with the most current API versions to avoid any disruptions caused by retired versions.

Favorite Salesforce feature insights

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Favorite Salesforce feature insights

In this month’s feature, we evaluate Spring ’21 release changes to Process Builder, as well as how Optimizer can improve system performance.

Consider your internal team roles in any Salesforce implementation

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Consider your internal team roles in any Salesforce implementation

Finding a Salesforce partner, part 6: Client participation in a Salesforce project is critical. Roles should be well coordinated.

Social channels: Meet customers where they are

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Social channels: Meet customers where they are

Digital engagement, part 3: Engage with customer conversations across social channels with Salesforce Digital Engagement.

Two way messaging with customers

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Two way messaging with customers

Digital engagement, part 2: Salesforce Digital Engagement connects multiple messaging systems for a seamless customer service experience.

Engaging with your customers across any channel

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Engaging with your customers across any channel

Digital engagement, part 1: Connect multiple digital channels into one, easy-to-manage platform seamlessly with Salesforce

Using partner portals to improve partner relationship management

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Using partner portals to improve partner relationship management

Creating community, part 5: Create and scale quality, collaborative partner portals using Salesforce Partner Experience Cloud.

Find ways for self service to improve the customer experience

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Find ways for self service to improve the customer experience

Creating community, part 4: Build self-service facilities using Salesforce to empower customers and enhance the customer service experience.

Salesforce Knowledge accelerates the customer experience

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Salesforce Knowledge accelerates the customer experience

Creating community, part 3: Quickly unlock the power of quality customer service interactions through Salesforce Knowledge.

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Salesforce Article Series

Creating community for customers, partners and users

Creating community for customers, partners and users

How can Salesforce Experience Cloud improve engagement and create a sense of community among your customers and teams? Learn more with RSM.

Transforming your customer service organization

Transforming your customer service organization

Salesforce Service Cloud helps businesses differentiate the customer service experience. Learn more in this seven-part series.

Finding the right Salesforce partner

Finding the right Salesforce partner

Our six-part series helps businesses understand what to look for when selecting a partner to implement or optimize Salesforce.