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Bring yourself up to speed with our introductory content.
5 sales enablement best practices to drive growth
Sales enablement consists of tools and processes that can help sales agents succeed in their roles, including training, resource availability and team involvement. Continue Reading
Our rebrand: Customer experience strategy, platforms, best practices
Customer experience strategy blurs lines between sales and marketing automation, customer service and e-commerce as they come together on next-generation customer experience platforms. Continue Reading
What is the role and responsibility of a chief experience officer?
The chief experience officer is an increasingly vital member of the C-suite who ensures that an organization's customers have positive interactions with the brand. Continue Reading
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Liferay digital experience platform helps company improve CX
Jack Maina, group chief operations officer of Britam, talks about how the financial services group rebuilt the way it interacts with customers and partners using Liferay. Continue Reading
6 must-have roles on your customer experience team
Customer experience is the most important differentiator between enterprise competitors today, and CX teams are essential to ensuring customer loyalty and retention. Continue Reading
6 tips for driving adoption of self-service platforms
Self-service platforms should be visible to customers, emphasized across all channels of communication and well-promoted. These and more tips are discussed here.Continue Reading
Salesforce.org's CRM for education helps UVA students succeed
The University of Virginia is one of a number of institutions using Salesforce.org's Education Cloud CRM to recruit students, track student success and manage alumni relations.Continue Reading
How do you create a chatbot and connect it to Salesforce?
There are two ways for Salesforce users to create a chatbot -- the easy way and the hard way. Read on to discover what your options are in the creation process.Continue Reading
Which vendors make the best CRM for small businesses?
Choosing a CRM for small businesses can be difficult, as the most well-known CRM vendors cater to large enterprises. Others, however, create products with SMBs in mind.Continue Reading
customer service and support
Customer service and support (CSS) is the part of a company's customer relationship management (CRM) department that interacts with a customer for their immediate benefit, including components such as the contact center, the help desk, and the call ...Continue Reading
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outbound call
An outbound call is one initiated by a call center agent to a customer on behalf of a call center or client.Continue Reading
How does Salesforce Einstein Bot differ from other AI?
Salesforce's no-code bot authoring tool competes with Google, Amazon and Microsoft, but differentiating capabilities make it potentially more useful for the Salesforce user base.Continue Reading
How does Salesforce lead scoring benefit Sales Cloud?
Einstein lead scoring offers a customizable workflow and strives to get better at prediction over time, and Salesforce is one of the top three vendors in the field.Continue Reading
Salesforce Circles of Success help SMBs get up to speed
Circles of Success participants connect with other Salesforce users to swap challenges, tips and tricks for rolling out the platform in their businesses.Continue Reading
chat channels
Chat channels are technologies enabling companies to engage with customers in live conversations.Continue Reading
8 tips for a successful Einstein artificial intelligence rollout
You'll fail a few times before you succeed with Einstein, Salesforce customers said at Dreamforce. Once you dial it in, though, success can follow. Here are eight ways to get there.Continue Reading
conversational commerce (voice commerce)
Conversational commerce is the process of interacting with a brand or making a purchase through a voice assistant or chat application.Continue Reading
How does Salesforce Einstein Language NLP improve productivity?
Salesforce NLP learns in a manner similar to that of the human brain, performing a variety of functions, such as semantic parsing, summarization and more.Continue Reading
Customers buy more and more into voice shopping
It's still early days for voice commerce and voice customer service channels. But companies are testing and investing in this new way to engage customers.Continue Reading
Loyalty rewards program fuels convenience store's CX
Since launching a loyalty rewards program last year, convenience store and gas station Yesway has driven 45.2% of loyalty members from the pump to the store.Continue Reading
actionable intelligence
Actionable intelligence is information that can be followed up on, with the further implication that a strategic plan should be undertaken to make positive use of the information gathered.Continue Reading
Dreamforce 2018 conference highlights and key takeaways
Salesforce will reveal new features, tools and platform updates at Dreamforce 2018 in San Francisco Sept. 25-28. Use this guide to stay up to date.Continue Reading
revenue operations (RevOps)
Revenue operations (RevOps) is the strategic integration of sales, marketing and service departments to provide a better end-to-end view to administration and management, while leaving day-to-day processes within the departments.Continue Reading
lead scoring
In the B2B industry, lead scoring is a methodology used by sales and marketing departments to determine the worthiness of leads, or potential customers, by attaching values to them based on their behavior relating to their interest in products or ...Continue Reading
Albuquerque Amazon Alexa skill takes heat off call center
Tens of thousands of Alexa skills -- voice-activated apps -- exist, with more to come. Learn how a city government's call center created one to help residents.Continue Reading
partner relationship management (PRM)
Partner relationship management (PRM) is a combination of the software, processes and strategies companies use to streamline business processes with partners who sell their products.Continue Reading
Marketing automation platforms merge CRM and content
Building a martech stack includes a main automation hub such as Marketo, Eloqua, HubSpot or Pardot. Then comes the hard part: picking complementary applications.Continue Reading
emotions analytics (EA)
Emotions analytics (EA) software collects data on how a person communicates verbally and nonverbally to understand the person's mood or attitude.Continue Reading
Interactive Voice Response (IVR)
Interactive Voice Response (IVR) is an automated telephony system that interacts with callers, gathers information and routes calls to the appropriate recipients.Continue Reading
call center agent (call center representative)
A call center agent is a person who handles incoming or outgoing customer calls for a business.Continue Reading
Virtual agents not yet ready for primetime customer service
Chatbots may never replace humans at call centers. But they can alleviate high call volumes and route queries to humans when they're too thorny for automated responses.Continue Reading
voice recognition (speaker recognition)
Voice or speaker recognition is the ability of a machine or program to receive and interpret dictation or to understand and carry out spoken commands.Continue Reading
What do GDPR principles mean for CRM data management?
Avoiding General Data Protection Regulation penalties means getting your CRM compliance program in order before the sweeping regulation goes into effect late this spring.Continue Reading
market intelligence (MI)
Market intelligence is the monitoring of specific data streams in order to provide stakeholders with a holistic view of an industry segment or customer base. The term market, in this context, is a specific category of potential buyers and ...Continue Reading
Artificial intelligence technologies a boon for customer insights
AI can help companies shrink the gap between customer data and actionable insight by feeding intelligence into CRM, marketing automation and other operational tools. Here's how.Continue Reading
conversational user interface
A conversational user interface is the ability of artificial intelligence-supported chatbots to have verbal and written interactions with human users.Continue Reading
Customer data analytics a slam dunk for the Spurs
The San Antonio Spurs adopted Kore Software to build on top of its CRM to help with customer experience.Continue Reading
CRM analytics
CRM (customer relationship management) analytics comprises all programming that analyzes data about customers and presents it to help facilitate and streamline better business decisions.Continue Reading
virtual assistant (AI assistant)
A virtual assistant is an application program that can understand natural human language, speak natural language and complete electronic tasks for the end user.Continue Reading
AI in CRM scores big with sales and marketing leads
It could take a lot of programming and maintenance to tailor a CRM system to a B2B or B2C company's market, customer base and seasonal swings. New CRM AI options are changing all that.Continue Reading
Compare top CRM systems: SAP, Microsoft, Salesforce, Oracle
The 'CRM platform wars' aren't as hot as, say, the tech battle between smartphone OS vendors. But Oracle, SAP, Salesforce and Microsoft want your business.Continue Reading
Microsoft Dynamics 365
Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.Continue Reading
social CRM
Social CRM, or social relationship management, is customer relationship management and engagement fostered by communication with customers through social networking sites, such as Twitter and Facebook.Continue Reading
Six customer service channels you need to support
The first step in determining which channels to use for customer service is to understand customer demands, and then supply those communications channels effectively.Continue Reading
customer engagement
Customer engagement is the means by which a company creates a relationship with its customer base to foster brand loyalty and awarenessContinue Reading
Salesforce Solution Architect
A Salesforce Solution Architect is someone who has been certified for demonstrating the capabilities to build and design solutions across Salesforce platforms.Continue Reading
martech (marketing technology)
Martech is the area of customer relationship management (CRM) concerned with creating, managing and using digital tools that make it possible for marketers to automate tasks and make data-driven decisions.Continue Reading
Customer analytics techniques boost sales and service strategies
While the technology of customer data mining continuously improves, organizations still need the human factor of customizing system outputs to drive business goals.Continue Reading
programmatic marketing
Programmatic marketing is best defined in two parts. In this case, 'programmatic' refers to a non-human decision-making process that can be initiated in real time.Continue Reading
RFx
RFx (request for x) encompasses the entire formal request process and can include any of the following: request for bid (RFB), request for information (RFI), request for proposal (RFP), request for quotation (RFQ) and request for tender (RFT).Continue Reading
Salesforce e-commerce tools build multipronged customer strategies
New technologies such as artificial intelligence, virtual reality and customer personalization bridge the gap between online and offline sales and create new e-commerce experiences.Continue Reading
churn rate
Churn rate is a measure of the number of customers or employees who leave a company during a given period. It can also refer to the amount of revenue lost as a result of the departures.Continue Reading
contact center software
Contact center software is a technology tool that increases the effectiveness and efficiency of a contact center, with specific focus on interactions between customers and contact center agents.Continue Reading
Salesforce DX
Salesforce DX is a Salesforce product in the App cloud that allows users to develop and manage Salesforce apps throughout the entire platform in a more direct and efficient way.Continue Reading
Top five benefits of speech analytics tools for contact centers
Learn the top benefits of speech analytics technology for contact centers, and how speech analytics tools can lead to a better customer experience.Continue Reading
cross-sell
Cross-sell is a marketing term for the practice of suggesting related products or services to a customer who is considering buying something.Continue Reading
Strategic marketing software boosts inbound marketing tactics
It's not enough to just purchase new marketing software. Your overall business strategy will determine your company's needs and steer you away from costly mistakes.Continue Reading
CPQ software Salesforce tools support and speed the sales process
Configure price quote tools in Salesforce save time for sales staff in creating quotes for customers -- even when a company may have complex pricing rules to determine quotes.Continue Reading
Contact center software features help fulfill the customer's journey
Contact center infrastructure evolves quickly and updates are inevitably necessary. Here's how to identify and make the changes your organization needs to ensure customer success.Continue Reading
sales funnel
A sales funnel, also called a purchase funnel, is the visual representation of the customer journey, depicting the sales process from awareness to action.Continue Reading
What to expect in the Salesforce Administrator certification exam
Looking into what it takes to become a certified Salesforce Administrator? Prepare for the 60-question exam with insight into subjects covered during the 90-minute test.Continue Reading
consumer packaged goods (CPG)
Consumer packaged goods (CPG) is an industry term for merchandise that customers use up and replace on a frequent basis.Continue Reading
marketing campaign management
Marketing campaign management is the planning, executing, tracking and analysis of direct marketing campaigns.Continue Reading
sales forecast
A sales forecast is a projection of achievable revenue. The terms sales forecast and sales budgets are sometimes used as synonyms, but budgets are projected before the fiscal year begins and forecasts take place once the fiscal year is underway.Continue Reading
How customer service analytics enhances the customer experience
Customer service is arguably as important as sales in the enterprise when it comes to maintaining and expanding the business; here's how analytics can help.Continue Reading
viral marketing
Viral marketing is any marketing technique that induces websites or users to pass on a marketing message to other sites or users, creating a potentially exponential growth in the message's visibility and effect.Continue Reading
Why you should embrace sales analytics tools
Many sales reps still take a traditional approach to sales, and they reject sales data. But here's how sales analytics can make organizations more efficient and improve sales.Continue Reading
Get started with Salesforce certification training
As the Salesforce platform expands, getting your Salesforce certification training can increasingly make you an asset to your business.Continue Reading
agile marketing
Agile marketing is an iterative approach to marketing strategies that models methodologies used in agile software development. With agile marketing, teams identify and focus their collective efforts on high value projects, complete those projects ...Continue Reading
Amazon Go
Amazon Go is an e-commerce mobile application that enables consumers to purchase items in physical stores without waiting in lines or checking out with registers.Continue Reading
Salesforce.com
Salesforce.com is a cloud computing and social enterprise software-as-a-service (SaaS) provider based in San Francisco. It was founded in March 1999, in part by former Oracle executive Marc Benioff.Continue Reading
What to look for in marketing automation software
If you're looking for marketing automation software, go beyond the basic features and consider new capabilities for mobile, location-based services, omnichannel and more.Continue Reading
account-based marketing (ABM)
Account-based marketing (ABM) is a business-to-business (B2B) strategy that focuses sales and marketing resources on targeted accounts within a specific market.Continue Reading
contact center infrastructure
A contact center infrastructure is a framework composed of the physical and virtual resources that a call center facility needs to operate effectively.Continue Reading
technology buying team
A technology buying team is a committee within a company whose members are responsible for making software and hardware buying decisions.Continue Reading
Oracle Commerce Platform
Oracle Commerce Platform is omnichannel technology that integrates customer data into a 360-degree customer view. Find out more in this definition.Continue Reading
clickstream analysis (clickstream analytics)
On a Web site, clickstream analysis is the process of collecting, analyzing and reporting aggregate data about which pages a website visitor visits -- and in what order. The path the visitor takes though a website is called the clickstream.Continue Reading
direct marketing
Direct marketing is a type of advertising campaign that seeks to elicit an action (such as an order, a visit to a store or website or a request for further information) from a selected group of consumers in response to communication from a marketer.Continue Reading
SAP Beyond CRM
SAP Beyond CRM connects a customer's interactions and data, regardless of where transactions take place.Continue Reading
How to get started with Salesforce for small business
Small business owners can get the same level of marketing automation and AI technology that big companies with deep pockets have access to, thanks to Einstein and Salesforce clouds.Continue Reading
Salesforce Commerce Cloud
Salesforce Commerce Cloud, formerly called Demandware, is a cloud-based service for unifying the way businesses engage with customers over any channel or device.Continue Reading
Salesforce Einstein
Salesforce Einstein is an artificial intelligence (AI) technology that has been developed for the Salesforce Customer Success Platform. Salesforce's AI product, Einstein, is now available across the company's core cloud products, as part of its ...Continue Reading
Apex Connector Framework
The Apex Connector Framework is a set of classes and methods in the DataSource namespace for creating a custom adapter for Salesforce Connect.Continue Reading
Salesforce Knowledge Sidebar
A Knowledge Sidebar in a Salesforce Console displays titles of Salesforce Knowledge articles that are related to the specified subject. The sidebar only displays for Salesforce Knowledge users after administrators set it up.Continue Reading
Four features of contact center evolution
Contact center evolution is explored through four key features, identifying how contact centers have changed through the past, present and future.Continue Reading
show-me marketing
Show-me marketing is the practice of telling a brand's story and engaging consumers through pictures, videos and other visual media.Continue Reading
buying signals
Buying signals are behavioral cues that indicate the intentions of prospective or existing customers in terms of their readiness to buy.Continue Reading
Salesforce Sales Cloud closes the data sharing gap
Salespeople live and die by the close. Closing a sale can be an art form, but there's far more to sealing a deal than artistry. Purchase decisions are based increasingly more on customer experience than product and price. And as competition for ...Continue Reading
data smog
Data smog refers to the volume and velocity of data that is being created by devices connected to the Internet of Things.Continue Reading
customer health score
A customer health score is a value that indicates the long-term prospect for a customer to drop off or, conversely, to become a high-value, repeat customer through renewal or cross-selling or up-selling strategies.Continue Reading
phygital
Companies are seeking to combine physical and digital (phygital) communication channels and provide customers with a seamless experience.Continue Reading
Salesforce1 Platform
Salesforce1 enables the building of applications in the Salesforce Customer Success Platform, in conjunction with the Lightning development platform. The combination also allows for third-party applications to be built on top of Salesforce apps for ...Continue Reading
sales pipeline
A sales pipeline is a visual representation of sales prospects and where they are in the purchasing process.Continue Reading
Salesforce IdeaExchange
The Salesforce IdeaExchange is an online community where customers can interact with one another, engage with the company to suggest and vote on new features, and gain insights into upcoming releases.Continue Reading
Salesforce App Cloud
The Salesforce App Cloud offers developers a series of frameworks and tools to create applications within the Salesforce platform or to create third-party apps on top of it.Continue Reading
field service management (FSM)
Field service management software enables companies to manage dispersed workers and resources. These workers can gain access to schedules, work orders and customer information via mobile devices.Continue Reading
Salesforce Customer Success Platform
The Salesforce Customer Success Platform is the official name of the Salesforce portfolio of products.Continue Reading
Aura framework
Aura is a user interface framework for developing dynamic Web apps for mobile and desktop devices.Continue Reading
SAP Customer Experience Suite (CEC Suite)
The SAP Customer Engagement and Commerce (SAP CEC) suite is a collection of cloud-based applications that provide tools for CRM, marketing, sales and analytics, e-commerce and more.Continue Reading
Salesforce Service Console
The Salesforce Service Console is the centralized interface in the Salesforce Service Cloud with which agents can view all relevant customer information related to a case, as well as their call queue and more.Continue Reading