Salesforce

Explore the Salesforce Resource Library

White papers, reports, webinars and guides to accelerate your CRM and AI strategy.

17 Resources
6 Downloads

11 resources found

eBook
English

Best Practices in Equipment Tracking

How do you track what equipment your staff, contractors or even customers/prospects have? These are mobile days for sure. Our staff has valuable pieces of equipment that they need to get their jobs done. They carry with them thousands of dollars of equipment much of it can fit in a shirt pocket. You may loan equipment to customers or prospective customers for them to evaluate. Knowing what they have and when it is due back can protect your assets, but also make you look professional and organized.

Data Platforms Analytics
0
eBook
English

Embrace the Power of Premier: Inspiring Stories of Customer Success

We created Premier to provide the guidance you need to get the most from Salesforce. Premier gives you expert support whenever you need it; our team of admins is available 24/7 (even holidays and weekends!) to help you solve whatever challenge you might be facing.

CRM Customer Experience
0
eBook
English

How to Maximize CRM Productivity

It’s no secret that we’re in the age of the customer. Expectations are higher than ever, with customers expecting companies to understand their needs and offer highly personalized experiences. And they look for the same level of personalization, whether they interact with a large company or a small one.

CRM Customer Experience
0
eBook
English

Journey through Experience Cloud: An eBook of Success Stories

Brillio is one of the fastest growing digital technology service providers and the partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantage through innovative digital adoption.

CRM Customer Experience
0
eBook
English

Plan for Growth: How Account Planning Can Turn Relationships into Revenue

The focus on existing clients and the monumental change within these clients makes the case for account planning more strongly than ever. This eBook will show you how you can use account planning to grow your relationships and your revenue in the process.

CRM Sales Productivity
0
eBook
English

Prepare Your Business for a Digital Future

Businesses of all sizes are feeling pressure – pressure from evolving customer expectations, pressure to optimise their operations, and pressure to reduce costs.

CRM Customer Experience
0
eBook
English

The Beginner's Guide to CRM

“CRM” stands for customer relationship management. At its core, it is technology for storing and managing all your company’s relationships and interactions with customers and prospects — all in one central location. But if you look beyond its initial purpose, you’ll see that it’s one of the most valuable pieces of business technology available to help you meet your business’s vision.

AI CRM
0
eBook
English

The Data Culture Playbook

With the emergence of AI, excitement around data has never been higher. But how can your company leverage data to generate insights and make fast business decisions? It starts by building a strong data culture.

Data Platforms Automation
0
eBook
English

The Financial Services Guide to Revenue Growth

India’s financial sector serves as a powerful example of how technology, regulation, and entrepreneurial energy can work together to accelerate financial inclusion and growth. The strength of India Stack, coupled with bold policy reforms and a thriving fintech community, has created one of the world’s most dynamic financial ecosystems.

AI CRM
0
eBook
English

The New Age of Territory Planning

At a time when every company is trying to do more with less, efficient territories have become a business imperative. Well-designed territories help you maximize coverage and revenue, reduce travel costs, and set every rep up for success. But can your company’s territory planning process keep up with today’s pace of change?

CRM Sales Productivity
0
White Paper
English

Financial Services Industry Insider

See how our partner Foxit tackles challenges in the financial services industry. From big-picture problems, to the specific needs of an IT systems administrator, Foxit has it covered.

CRM Data Platforms
0