Kristen Handler

🚀 Ready to transform your CRM with AI? RK Rivera is here to help! If you're considering integrating Einstein into your Salesforce environment, the Einstein Readiness Guide is an essential resource that should not be overlooked. Here’s why: ⚡Understand Your Starting Point⚡ The Readiness Guide helps you assess whether your Salesforce setup is primed for Einstein. It gives you a clear view of what needs to be in place, helping streamline the adoption process. ⚡Maximize ROI⚡ By following the Readiness Guide, you can optimize your setup to leverage Einstein’s full potential, ensuring that your investment not only enhances customer experiences but also drives business growth. ⚡Stay Informed on Best Practices⚡ The guide also includes best practices and success stories from other users, offering insights and strategies that can accelerate your AI journey. Our expertise in AI solutions can guide your journey, ensuring seamless integration and maximized returns. Contact us today to discover how we can empower your business with Salesforce Einstein and beyond. #RKRivera #SalesforceEinstein #AI #CRM #Salesforce #DigitalTransformation #BusinessIntelligence Ricardo Rivera Jorge Besu

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How to Implement Salesforce Successfully Step 1: Identify Goals Before you do anything, understand what challenges your teams are facing every day. Is manual data entry taking up too much time? Maybe your salespeople are tired of prospect info being scattered across platforms? Salesforce can resolve these frustrations, but identifying them and setting realistic expectations is a must. Step 2: Record Procedures & Collect Data Take the time to understand the daily workflows of your teams. Encourage them to document their processes so opportunities for improvement become even clearer. Comb through your data as well. Make sure it’s unified, consistent, and up to date. Determine which information is still relevant and eliminate duplications. This might be the most tedious part, but the time and resources saved later thanks to the platform’s automation capabilities will more than make up for it. Step 3: Establish Timeline & Budget Now it’s time to set a reasonable timeline and budget for implementation. Break down the big project into key phases like testing and go-live to make it more manageable. Make a timeframe for each one. In terms of budgeting, the price tag for Salesforce varies depending on factors like company size, the products you want to integrate, and whether you manage the process internally or with a consultant. Step 4: Define Success Metrics & Communication Channels Now it’s time to turn the objectives of step one into measurable KPIs, like a 30% decrease in case resolution times or a 30% increase in lead flow. During this time, effective communication is also important. Schedule check-ins weekly or every other week with clear agendas and talking points, including the implementers, stakeholders, and internal teams who are affected. This builds buy-in among staff and keeps everyone on the same page. Step 5: Integrate With Other Tools Salesforce plays nicely with ERP solutions, local applications, and even other cloud platforms like Gong and Outreach. By integrating these tools, you can maximize the efficiency and ease of workflows. However, integrating third-party platforms can go awry if managed incorrectly, and it takes unique expertise to get right the first time. Step 6: Customize & Test Customization is the most important step. It’s highly unlikely that your CRM software will do everything you need it to right out of the box. Now is the time to customize Salesforce fields, layouts, and requirements for your operations. From there, testing makes sure your new build meets all needs without disruption or failure. This is usually done by a quality assurance team and simulates real-world scenarios. Step 7: Let Abstrakt Cloud Solutions Take Care of It All That was a lot, right? The good news is there’s an outsourced team to guide you through every step: Abstrakt Cloud Solutions. Our consultants plan, customize, and manage your Salesforce ecosystem based on user preferences and company goals. Give us a call to get started!

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Intrinsic rewards > status rewards. 🏆 It turns out, the best solutions come from us working together. 🤝 Share your thoughts on collaborative troubleshooting or drop us a line at veronica@processingcornerstone.com if you're ready to align your sales ops with Salesforce. 🚀 #Collaboration #Salesforce #ProblemSolving #salesforce #crmcustomization #PCConsulting

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Be honest. When's the last time you documented #Salesforce? 😬 If that question stressed you out, Sweep has just what you need: AI-powered documentation. Check out Aviv Bergman's latest blog post to learn more: https://lnkd.in/gC24P379

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Did you know that Nimble AMS has a long history of offering product innovation and enhancements? Like Salesforce Nimble AMS offers three annual product upgrades, ensuring its customers have access to the latest software functionality and product capabilities. Read our blog to learn how Nimble AMS stands apart from the competition with its continuous product updates > https://hubs.la/Q02Dczlh0

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Partnering with BlackIron is Your Fastest Path to Success Salesforce’s claim to fame is ease of use and ease of customization, but in our opinion, a lot of that is way overstated. salesforce has progressively become more complex over the years – with permission sets, flows, lightning etc., it is tough to keep up with all of the changes, AND tough to be proficient at all of the customization tools in the salesforce toolbox. It’s technically possible to go it alone, however, to maximize the potential of Salesforce, partnering with a specialized Salesforce partner can provide significant advantages. Just a couple of high level reasons why partnering with BlackIron Group can help: Staying Ahead of Technology Trends - We stay at the forefront of technological advancements within the Salesforce ecosystem. BlackIron Group can introduce you to new features, updates, and applications that can enhance your CRM capabilities and keep you ahead of the competition. Adoption of Best Practices - With our extensive experience across the manufacturing and transportation space, we bring best practices to your organization, helping you adopt the most effective strategies for using Salesforce. Partnering with BlackIron Group should be seen as a long term strategic move that can significantly enhance your CRM capabilities and drive business growth. With access to specialized expertise, advanced technical knowledge, and ongoing support, we can help you maximize ROI, stay ahead of technology trends, and maintain a secure and compliant CRM system. Embrace the power of a Salesforce partnership with BlackIron Group to transform your customer relationships and achieve your business goals.

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Whether you're new to Salesforce or a seasoned pro, there are probably a few secrets you haven't uncovered yet. Memie Whiteside is here to share the top 12 tips and tricks that make Salesforce easy—and fun—to use! https://hubs.ly/Q02Cfb-00 #salesforce #salesforcecrm #crmsoftware #salesforcepartner

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NEW from the Tether Tips blog: "How to Automate Follow-Up Meetings in Salesforce". In this Tip, Joehenry Cummings demonstrates a quick and easy win for both consultants and clients, guiding us through a step-by-step process on automating follow-up meetings in Salesforce. Making it easier than ever to stay on top of tasks! https://lnkd.in/d-xR6eCi #quickwins #automation #salesforce #tether #tethertips #Tether

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Ditch the endless "how-to" questions from your Salesforce users. Ask Vic's FREE in-app guidance empowers your Salesforce by giving them quick access to interactive walkthroughs, step by step guides, & more. https://hubs.ly/Q02t55hX0

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Meet us at Salesforce World Tour NYC event on Thursday, April 25, 2024! Here’s why you don’t want to miss out: - Achieve a true 360 view of your Contacts and Accounts for better sales and territory management - Dedupe data effectively and at-scale to have complete unicity of your records - Track job changes for faster revenue and more accurate pipeline - Generate leads easier from Linkedin and get the data into your Salesforce faster

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Dear clients, are you maximizing your leads? With our special #Salesforce integration, you can see more leads, better insights, and cleaner workflows... How can your RevOps optimize this opportunity? - Use CloseFactor’s Account Employee Count to divy up accounts by size - Use the CloseFactor Account Score to guide your reps in account prioritization - Sync CloseFactor tags to Salesforce so your reps can create custom reports or views in Salesforce and focus on accounts aligned with your sales plays Are you taking full advantage of #Salesforce + #Closefactor 🤔

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Check out our most recent blog post! 🚀 "In the realm of Salesforce, maximizing efficiency and scalability isn't just a goal—it's a necessity. As businesses evolve and data volumes grow, traditional methods may no longer suffice. That's where Junction and Big Objects step in, offering a robust solution to handle complex data relationships and massive datasets. In this post, we'll delve into why these features are indispensable for businesses looking to supercharge their Salesforce implementations." https://lnkd.in/gV-wbsVp

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Is your current Salesforce partner meeting your needs, or just checking a box? Are you truly harnessing the full power of Salesforce to drive growth and efficiency across your business? If you're feeling like your current Salesforce partner is just going through the motions, it might be time for a change. MXA Solutions doesn't just stop at implementation. We dive deep into your specific challenges, goals, and opportunities to craft personalized strategies that deliver measurable results. From custom configurations to seamless integrations, we're committed to ensuring your Salesforce investment pays dividends. Ready to experience the difference a proactive Salesforce partner can make? Contact us today! #Salesforce #IT #DigitialTransformation #MakeTheChange

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Salesforce doesn't provide your run-of-the-mill reports and dashboards. Get a detailed look at all the options and bells and whistles they have to offer! More importantly, get the most out of them with these tips and best practices: https://bit.ly/44e0LeD

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Managing increasing Salesforce data can become difficult–putting your org at risk of data loss or corruption. To avoid these issues, check out our resources designed specifically for Salesforce admins and platform owners. Learn how to ensure data resilience, optimize platform performance, and reclaim control of your growing org. Access our comprehensive Salesforce toolkit here: https://lnkd.in/eqniPVmy #Own #OwnData #OwnCompany #ScaleSmarterSalesforceStronger Own Company

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Is your Salesforce org getting to that point where you need to review user access and security? Maybe not that familiar with permissions auditing processes? Looking for articles or apps that offer guidance?, Check out our blog article to review some native features and see why you may need better options: https://bit.ly/4ahcqLW

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Ground your Salesforce AI prompts To prevent bad responses. Simple. Effective. Here. Built-in Support for grounding rules is now available in 1.6, our latest release. Standardize your grounding rules - You can have a set of grounding rules that can be applied consistently to any prompt. Custom grounding supported - GPTfy always let you add your grounding to the prompt, and now you can add those custom grounding rules to the set as well. That way, a repository of tried and tested ones can be selectively applied as needed. This ensures that the AI responses are in line with your internal standards for ethics, content, privacy, and security. Learn more about this new feature in our release notes for 1.6. https://bit.ly/3UjACYA #salesforce #salescloud #servicecloud #aicloud #ai #gptfy #appexchange GPTfy

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Introducing "Decomposition" - a new way to document Salesforce that promises to streamline processes and enhance efficiency. Stay ahead in the game with this innovative approach. #Salesforce #DocumentationEfficiency #efficiency #documentation

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