Escalation actions specify in what amount of time cases escalate and what actions take place. You can add up to five actions for each rule entry to escalate the case over increasing periods of time. Let’s take a closer look at each of these and how they look inside Salesforce. Age Over...
INGUIDES,MARKETING TIME TO READ: 10 MINUTES Martin Kihn SVP of Strategy, Salesforce Marketing Cloud Chris O' Hara VP of Data & Identity, Salesforce Marketing Cloud When starting a new data transformation, you need clear goals. This may sound obvious, but even some of the wor...
Contracts are at the heart of every business, no matter what size. Discover everything you need to know about contract management for your small business in this guide. 6 min AI ChatGPT for lawyers: best use cases for legal teams
Generative AI is evolving quickly, so there's a lot to learn. Discover the best generative AI courses on offer in 2025 to keep you up to speed. 7 min AI Generative AI for sales teams: top use cases Generative AI provides many benefits to sales teams, helping to drive sales and efficien...
a deal through the stages of asales pipeline, increasing the chances of closing. Without this process, you might push your product before the prospect is ready for a solution, or wait too long for fear of being pushy or aggressive. In both cases, the prospect is likely to look elsewhere....
Whether you're frontline, managing a team, or focusing on company-wide improvement, these customer service tips ensure you stay competitive.
When data is wrong in our reports, we find ourselves spending a lot of time problem-solving by looking at the original data in GA4 or Google ads, and in some cases, simply explaining to the client that the data is not showing correctly. With Whatagraph, you can pull scattered data ...
Check Out Salesforce Tutorials Within the Reports Tab, Press “New Report”. Choose the Report Type, and then press “create”. Choose a Report Format A Report can be in the matrix, summary, joined or tabular format. Select a format that is difficult enough to grab the data you want to...
Too often, entrepreneurs rush into developing a product without having an exact understanding of what they want it to be capable of, how it will serve its target market, and in some cases, the larger operation they are trying to build around it. ...
Customer feedback also comes in handy to develop hypotheses for your testing methods, such asusability testsandA/B testing. Read Also:Best Customer Feedback Tools These are just a few practical use cases of establishing a customer feedback loop in your business. It puts your teams in the cust...