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Harmonizing Data to Get a Single, Unified View of Customers

2024/04/10

How Retailers & Other Organizations Can Use Salesforce® Apps to Optimize Data

When you hear a great song, one of the things you might notice is how everything flows together — the melody and the rhythm perfectly in sync. Like music, your data also needs to be arranged and organized in order to work together harmoniously.

Repetitive, Inefficient Tasks Are Costing Organizations Millions

2024/04/02

How Salesforce Apps Transform Billing Processes, Delivering Real-time Data and Automating Workflows

Inefficient processes not only waste time, they cost organizations millions of dollars a year. “Some organizations are losing up to $1.3 million a year due to inefficient tasks weighing employees down, according to a report by Formstack and Mantis Research which surveyed 2,000 workers,” said CIO Dive in their article, "Businesses can lose up to $1.3M a year on inefficient processes."

Ready to Implement Salesforce?

2024/03/27

Questions to ask before getting started.

It’s important to make the most of your investment – from initial setup and customizations to automation and analytics.

Roll-up Solution When a Roll-up Summary Field Can't be Used

2024/02/29

In Salesforce, many businesses need to see aggregated data from child records on a parent record. For example, to show the sum or average of closed won Opportunities on a Custom Object, like Industry. They may always want to choose the first or last child record, and from that selection, display a key piece of text, such as the first Campaign that triggered a response at an Account. This sounds like it should be straight-forward to put together, but it could be more difficult to create than you'd think.

Ask PT About Uncovering Data in Salesforce to Prevent Customer Churn

2023/11/30

Dear PT, 

At our company, we view a retained dollar of revenue to be just as valuable as a new dollar. Even more so when you consider an unretained dollar needs to be replaced with a new dollar just to maintain flat revenue, which then hampers growth. So. . . how can we prevent churn and increase our retention rate along with cross- and upselling? Is there a data solution that identifies troubling signs early on when they can be corrected?

Lapser Chase from Retaine, Ireland

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