Salesforce

We help top brands create meaningful connections to their customers leveraging the entire Salesforce platform.

  • 3 Ways FINS Marketers Can Maximize Their Budgets

    3 Ways FINS Marketers Can Maximize Their Budgets

    With closely managed and sometimes shrinking budgets, FINS marketers are under pressure to develop insightful, data-driven strategies with limited time and resources.

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  • Do More With Less: Marketing Intelligence + Spend Optimization for Financial Services Marketers31:00

    Do More With Less: Marketing Intelligence + Spend Optimization for Financial Services Marketers

    Effective businesses and marketers need to be agile and flex with the changing competitive landscape, economic environment, and consumer needs. In this webinar, we discuss how effective marketers...

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  • 4 Steps To Patient Engagement During COVID-19

    4 Steps To Patient Engagement During COVID-19

    Most healthcare organizations have a backlog of 3-4 months worth of elective surgeries and appointments to reschedule, and will also want to work to maintain appointments that were already scheduled..

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  • Salesforce and Sports: Leveling Up the Fan Experience

    Salesforce and Sports: Leveling Up the Fan Experience

    Learn how teams are using Salesforce to develop a 360 degree view of the customer and the most critical pieces to streamline the brand experience.

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  • Audience Studio and Datorama: Together 4 Eva

    Audience Studio and Datorama: Together 4 Eva

    Audience Studio and Datorama are powerful Salesforce platforms that can be seamlessly linked together and leveraged for success.

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  • Datorama 101: Built for Marketers

    Datorama 101: Built for Marketers

    In this podcast we cover the functions of Datorama, things to keep in mind when implementing Datorama, how it complements and compares to Tableau , and the standard Marketing Cloud...

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  • How To Not &$!#% Up Your Salesforce Core Implementation

    How To Not &$!#% Up Your Salesforce Core Implementation

    Salesforce is a powerful platform that can take your business to the next level. Here are pointers to make sure the investment you make in Salesforce is well spent and will continue to drive value.

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  • Is Your Salesforce Instance Set Up For Remote Working?

    Is Your Salesforce Instance Set Up For Remote Working?

    The past few weeks have been interesting to say the least. Many organizations are taking steps to ensure the safety of their employees and partners while continuing to still do business by...

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  • How Marketing Teams Can Leverage Salesforce Across Clouds

    How Marketing Teams Can Leverage Salesforce Across Clouds

    Over the past decade, there has been a huge increase in platforms and automation technologies – which have put the power of marketing back in the hands of the company. As a result, marketing...

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  • Unifying Your Marketing Data: Leveling Up With Datorama

    Unifying Your Marketing Data: Leveling Up With Datorama

    If you’re a marketer, or interact with the marketing branch of your business, you’re aware of all of the different avenues that exist – and continue to be released or revamped – to amplify...

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  • 2019: A Year In Review

    2019: A Year In Review

    The end of the year (and moreso, the end of the decade) is always a great time for reflecting upon accomplishments, achievements, and lessons learned. For Lev, our transformation over the last...

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  • Core 101: Why Salesforce’s Core Platform Is Core To The Customer Experience

    Core 101: Why Salesforce’s Core Platform Is Core To The Customer Experience

    Why CRM? At some point in the last few years, you may have heard that we have entered a new industrial era – the age of big data. No matter your industry, data is playing a larger and larger role...

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  • Customer 360: Looking Toward The Future

    Customer 360: Looking Toward The Future

    The industry has been buzzing with this idea of a unified customer profile, or a 360 degree view of the customer. How can an organization with multiple points of engagement through siloed systems..

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  • Discoveries: “X” Marks The Data Model

    Discoveries: “X” Marks The Data Model

    The definition of “discovery” commonly reads along the lines of “didn’t know before,” or “not known previously,” or sometimes, “for the first time.”  In the marketing technology space, we go...

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  • Customer 360: What Is It?

    Customer 360: What Is It?

    Customer 360 offers a new set of services that will enhance data management across all of Salesforce, the #1 CRM for sales, service, communities, commerce, and marketing. The goal of the platform is..

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  • Lev Launches Marketing Data + Analytics Practice to Help Customers Measure Marketing Effectiveness

    Lev Launches Marketing Data + Analytics Practice to Help Customers Measure Marketing Effectiveness

    INDIANAPOLIS, IND. (June 11, 2019) — Lev, a leading marketing technology consultancy, announced the launch of their Data + Analytics Practice enabled by Datorama, a Salesforce company, and leader...

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  • Marketing Cloud Implementation: Data Modeling, Design + Integrations, Oh My

    Marketing Cloud Implementation: Data Modeling, Design + Integrations, Oh My

    Ah, the foundation to success on Marketing Cloud! It all begins with data modeling, design, and integrations. This is the prerequisite to getting the most out of Marketing Cloud, your digital strategy

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  • Utilizing Multi-Cloud Interactions to Drive 1:1 Personalization in Healthcare

    Utilizing Multi-Cloud Interactions to Drive 1:1 Personalization in Healthcare

    Driven by multi-cloud interaction, this engagement focused on Sales Cloud events triggering journeys in Marketing Cloud’s Journey Builder to drive individual paths based on triggered events for new pa

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  • Creating a 360° View of Sales Processes via Sales Cloud

    Creating a 360° View of Sales Processes via Sales Cloud

    By standing up a Sales Cloud account, the company gained the ability to track the sales cycle for each customer from pre-sales to fulfillment. This gave them easy access to pull reports and analyze...

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