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Bring yourself up to speed with our introductory content.
Get started
Bring yourself up to speed with our introductory content.
marketing-qualified lead (MQL)
A marketing-qualified lead (MQL) is a website visitor whose engagement levels indicate that he is likely to become a customer. Continue Reading
real-time analytics
Real-time analytics is the use of, or the capacity to use, data and related resources as soon as the data enters the system. Continue Reading
Salesforce learning resources include free and paid options
While Salesforce offers a number of free and paid customer success tools to users, nonusers can also benefit through the use of Trailhead and the Trailblazer Community. Continue Reading
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7 customer segmentation methods to help connect the dots
Customer segmentation is essential to marketing, enabling businesses to provide the right people with the right products -- and is a move away from bulk appeals. Continue Reading
5 things to know about Salesforce Customer 360
Salesforce Customer 360 -- a tool that connects customer data stored in multiple silos -- is currently in beta and will be available to all users later this year. Continue Reading
How to forge a smart customer experience strategy
Crafting a seamless customer experience is essential for business success now. Learn the fundamentals of a winning CX initiative, from strategy to tech acquisition to launch and beyond.Continue Reading
How do you determine the right point for chatbot-human handoff?
Customer experience can be adversely affected when chatbots don't transfer the call to a live agent at the right time. Here are some guidelines and best practices for initiating that handoff.Continue Reading
customer segmentation
Customer segmentation is the practice of dividing a customer base into groups of individuals that are similar in specific ways relevant to marketing, such as age, gender, interests and spending habits.Continue Reading
autoresponder
An autoresponder is a computer program that automatically sends an email, SMS or a series of emails to a contact list subscriber based on time or event triggers.Continue Reading
marketing automation
Marketing automation is a type of software that allows companies to effectively target customers with automated marketing messages across channels including email, websites, social media and text messages to generate sales leads.Continue Reading
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5 crucial ways to prepare for the CXO role
Technophiles who have experience in sales and marketing, as well as social media awareness, may be best prepared for success in the role of chief experience officer.Continue Reading
How to improve customer experience with mystery shopping
Mystery shopping -- among other CX management tools -- enables businesses to collect the data necessary to identify customer pain points and improve CX.Continue Reading
10 ways to improve the customer experience today
Many organizations struggle with where and how to improve CX, as the focus shifts from CRM to customer experience. Here are 10 strategies to use for a successful journey.Continue Reading
brand recognition
Brand recognition is the extent to which a consumer can correctly identify a particular product or service just by viewing the product or service's logo, tag line, packaging or advertising campaign.Continue Reading
needs assessment
A needs assessment is an exercise that identifies the difference between a current condition/state and the desired condition/state. Improvements can then be made to improve performance or fix a deficiency.Continue Reading