Service Line

A do-it-yourself Salesforce implementation can look like a tempting opportunity to save some money. Yes, there are some organizations that successfully self-implement Salesforce, often with the help of an... Read more

Customer journey mapping is a technique central to the CX design process.  It leverages customer insights data to develop a compelling visualization of the customer’s entire brand experience. This... Read more

Remember when it took many long, painstaking months to build a portal for your customers? A partner portal wasn’t even in the conversation. All that has changed now with... Read more

Salesforce Lightning is the product of a multi-year project to redesign the user interface customers have long complained about. But Lightning goes so much farther than just a cool... Read more

The creation of a customer and/or partner community portal extends the rich insights provided by a CRM database to external users and is a key way to run a better... Read more

One of the biggest misconceptions surrounding Salesforce (or any major new technology investment) is that once it’s implemented, it will simply take off on its own. What to do... Read more

If you’re planning to implement Pardot, make sure you develop a Pardot implementation strategy. Sure, you can configure Pardot quickly and start launching marketing campaigns right away. But a... Read more

Marketing automation has become a marketing megatrend in the past 3-5 years. Marketing automation powerhouses such as Pardot, Eloqua, Marketo, HubSpot, and Act-On have all grown substantially in a... Read more

Gaining a complete 360-degree view of your prospects and customers is essential for today’s top marketers. This is often achieved by a combination of technology systems that include CRM... Read more

Great business systems provide value by managing data and workflows that streamline processes and pave the way for tons of insights guiding your everyday and strategic business decisions. But... Read more