Blog

Discover the latest in Salesforce, cloud technology, and solutions to the most commonly asked questions.

Summit Blog Cross Functionality and Excellent CX Experiences

Increasing Cross-Collaboration for Better Customer Experiences

To achieve exceptional customer experience (CX), organizations must prioritize cross-functional collaboration and focus on understanding ...
Summit Blog Customer Journey Mapping

Customer Journey Mapping

To maximize the benefits of customer journey mapping, it's essential to adopt a holistic approach ...
Summit Blog Maximizing Impact The New Sales Mantra

Account Planning With Salesforce

Proper account planning ensures that sales teams maximize revenue opportunities, create team alignment, clarify sales ...
Summit Blog Salesforce My Domain Change Post-Deployment Checklist

Email Marketing

Email communication plays a critical role in fostering a strong connection between your marketing and ...
Writing and Delivering Meaningful Content

Designing Email for Maximum Impact

Email has become one of the most popular forms of business communication, but with so ...
Summit Blog Creating a Sales Plan

Sales Strategy

A successful sales strategy is a critical component of any successful business. It lays out ...
Summit Blog Salesforce Lightning Migration

Automation Drives Business, Not The Other Way Around

My granddaddy always worried people were putting the cart before the horse. I kind of ...
Summit Blog Salesforce Communications Cloud

Salesforce Communications Cloud

Salesforce’s Communications Cloud helps you deliver digital-first journeys and perfect orders that save tie, money, ...
Summit Blog Salesforce My Domain Change Post-Deployment Checklist

Opportunity Collaboration in Salesforce

Opportunity teams in Salesforce are groups of users that work together on deals and can ...
Summit Blog Using Document Generation In Salesforce

Using Document Generation In Salesforce

There are quite a few cases for document generation in Salesforce. Quotes and contracts are ...
Summit Blog Assessing Ecommerce Readiness

Assessing Ecommerce Readiness

Ecommerce Isn’t One-Size-Fits-All. Every brand and organization is unique. Some are geographically specific and managed ...
Summit Blog Omnichannel versus Multichannel

Omnichannel versus Multichannel

Don’t confuse omnichannel marketing with multichannel marketing. They are not synonymous. In a multichannel environment, ...