The Refinery Source | Agency Vista

The Refinery Source

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The Refinery Source

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Beaumont, TX  · http://refinerysource.com/

SOCIAL MEDIA MARKETING

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Sep 25, 2018

Determining Which Salesforce Sales Cloud Package Is Right for Your Company

The Salesforce Sales Cloud is the world’s #1 platform for sales. It is designed to provides sales reps and sales managers with one central location where they can quickly and easily manage all sales activities. It saves times, boosts productivity, and offers a suite of powerful tools that help enhance sales projections and provide more...

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Aug 17, 2018

Advantages and Disadvantages of Waterfall and Agile Methodologies

In the world of software development, two methodologies reign supreme…Waterfall and Agile. While these methodologies both aim to streamline project development, they take different approaches in doing so and typically have cult followings of Project Managers who prefer one over the other. But what makes these methodologies so different? What are the benefits and limitations...

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Apr 25, 2018

Drive Sales Efficiency using Salesforce Sales Cloud

The Salesforce Sales Cloud is a powerful platform designed to help Salesforce users streamline the sales process and work more efficiently with powerful tools for account and contact management, opportunity and lead management, enhanced workflow, and comprehensive sales data. Let’s dig in deeper and see how the Salesforce Sales Cloud drives greater sales efficiency in...

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Mar 21, 2018

Boost User Adoption by Utilizing Trailhead

User adoption is the fundamental factor that will determine whether or not your company gets a return on your Salesforce platform investment. Ultimately, it doesn’t matter how effectively Salesforce matches the needs or potential for growth and profitability if your employees aren’t utilizing it. Fortunately, Salesforce provides a free resource that can dramatically boost user...

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Feb 16, 2018

Salesforce Einstein Analytics Benefits for Sales Managers

Salesforce Einstein Analytics has revolutionized the way sales managers view data. Sales managers can now view the big picture like never before by tracking year over year performance, pipeline management, and other key performance indicators. Let’s take a closer look at Einstein Analytics and how it benefits sales managers. What Is Einstein and What Makes...

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Jan 29, 2018

Maximize Pardot by Evaluating Prospects

Salesforce Pardot is a powerful B2B (business-to-business) marketing platform. It is designed to increase efficiency and efficacy of a company’s sales and marketing outreach efforts by helping companies focus and prioritize on prospects that have the most potential for sales and profitability. This ensures that companies aren’t wasting their marketing efforts on customers who will...

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Jan 25, 2018

Overcoming Low Salesforce Adoption Rates

When working on a Salesforce implementation it is easy to become so focused on the implementation itself that you overlook the other, crucial side of the coin: Salesforce user adoption rates. A company that implements an efficient, well-designed Salesforce system that perfectly addresses business needs and priorities will yield little-to-no value from that system if...

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Jan 22, 2018

Meet Salesforce Marketing Cloud

Companies are continually looking for ways to ensure that their sales and marketing teams are working together efficiently and that they are reaching customers and potential customers at the right time in the sales cycle and with the right message. With so many variables at place this can be tricky. However, Salesforce Marketing Cloud makes...

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Jan 2, 2018

Avoid these 3 Project Delivery Pitfalls

Salesforce development projects, both big and small, all too often face the same broad categories of pitfalls that can result in the project going over-budget or past its deadline. By being aware of these common pitfalls you can understand the ways in which they may affect your particular project and take the appropriate steps to...

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Dec 27, 2017

Pardot vs Marketing Cloud – Which Tool is Right for You?

Salesforce offers two extremely powerful marketing platforms to users: Pardot and Marketing Cloud. Both platforms have numerous advantages and when used to their full potential can deliver outstanding performance. However, there are some crucial differences between these two tools and it is important to ask yourself which one is right for your company. The Core...

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