PhoneIQ | Blog: Salesforce Category

10 min

Maximizing Sales Efficiency with Salesforce Power Dialer: A Game Changer for Teams

In today’s fast-paced sales environment, efficiency is key. Sales teams need tools that not only streamline their workflows but also help them connect with prospects faster and more effectively. Enter the Salesforce Power Dialer — a robust feature that integrates seamlessly with Salesforce and transforms the way sales teams handle outbound calling. In this blog, we'll explore how PhoneIQ’s Salesforce Power Dialer can supercharge your sales productivity, improve your team’s performance, and ultimately drive better results.

Nov 19, 2024

Kory Westerburg

7 min

Mistakes to Avoid When Building Process Automations in Salesforce

Salesforce automation tools help increase process efﬁciency and productivity. Just make sure to avoid the following mistakes when building process automations.

May 26, 2022

Divya Chauhan

Salesforce

20 min

Salesforce Summer release ‘22: top highlights for Admins

Salesforce Quarterly releases include a wide variety of major enhancements, minor tune-ups, community requests, and bug repairs. This year’s Summer Release doesn’t have the flash of some updates, but for admins, users, developers, and others in the Salesforce ecosystem, these seemingly minor enhancements have people excited. Let’s just say . . . if you know then you know.

May 23, 2022

Matt Graessle

Salesforce

5 min

Salesforce Summer '22 release Highlights for Developers

Summer is coming which means Salesforce releases are approaching, along with a whole bunch of new features and functionality to play around with! Releases bring excitement to both admins and developers in the backend of Salesforce, as well as users who get to enjoy UI improvements on the frontend.

May 20, 2022

Divya Chauhan

Salesforce

7 min

How To Leverage Salesforce Customer Records To Build a Retargeting Campaign in Pardot

Within Pardot, there are endless opportunities to create segmentation within your marketing campaign. You can automate marketing processes and retarget existing campaigns to maximize the ROI of your marketing efforts. If you haven’t been using Pardot to carry out retargeting campaigns, understand that doing so can allow you to make the most of every visitor.

May 18, 2022

Steven White

Salesforce

5 min

8 Reasons for Choosing Salesforce Finance Cloud over Sales Cloud for Financial Institutions

There has been growing pressure on financial institutions necessitating digital transformation due to disruptive competition, evolving customer expectations, and regulatory complexity. This is why Financial institutions might get caught in a selection dilemma: Choosing between Sales Cloud and Financial Services Cloud.

May 12, 2022

Lucas Shemu

Salesforce

5 min

8 Battle-tested tactics to prepare for resitting a Salesforce Examination

Many of the best in the Salesforce world have failed one, if not multiple, certification exams. This article is for the multitude of Trailblazers, veterans, and Salesforce newbies who have failed an exam, but want to change things the second time around.

May 9, 2022

Matt Graessle