Einstein Lead Scoring is a predictive lead scoring feature that is part of Salesforce Einstein. Einstein Lead Scoring uses artificial intelligence and machine learning to analyze customer data and determine the likelihood of a lead becoming a customer. The system… Read More »Einstein Lead Scoring
In today’s world, the member experience is gaining more importance than ever before. Companies like Amazon have raised the expectations bar, and members now anticipate having similar personalized and smooth interactions with their association, as they do with all companies,… Read More »Next Best Action
Einstein Prediction Builder is a tool that allows users to create custom machine learning models without requiring extensive technical knowledge or coding skills. The tool is built on the Salesforce Einstein platform, which is designed to help organizations leverage the… Read More »Einstein Prediction Builder
Einstein Discovery is an analytics tool that is included in Salesforce Einstein. Einstein Discovery allows associations and nonprofits to automatically discover patterns, trends, and insights in their data. The tool uses machine learning algorithms to analyze data from multiple sources,… Read More »Einstein Discovery
Membership retention is mission critical for the long-term success of any association. A high member retention rate indicates that members are satisfied with the value they receive from the association and are likely to renew their membership. The Salesforce platform… Read More »Improve Membership Retention: Salesforce Tips for Your Association
If your association or nonprofit organization is considering implementing Salesforce it’s essential you have a strong project manager assigned to the team. Managing a Salesforce project effectively is essential for the success of any Salesforce software development team. A project… Read More »Salesforce Project Management: Tips for your Association
Software testing is critical to the Salesforce development process and success of an implementation. It involves verifying and validating to ensure that it meets the specified business requirements and performs as expected. Testing helps to identify defects, errors, or bugs… Read More »Importance of Salesforce Software Testing for Associations & Nonprofits
Software development methodologies are crucial for associations to manage the development of a Salesforce implementation that support their operations. These methodologies offer a structured and standardized approach to software development, ensuring that the final product meets the association’s requirements and… Read More »Salesforce Software Development Methodologies for your Association
Data migration is a crucial component of all Salesforce CRM projects. To ensure success, it is important to follow data migration best practices and understand that data quality is key to effective decision-making. Incomplete or poor data can negatively impact… Read More »Salesforce Data Migration Tips for Associations & Nonprofits
Innovation has become a vital aspect of organizational success in today’s fast-paced and ever-changing environment. With advancements in technology and the growing need for new ideas and solutions, associations must embrace innovation to stay competitive and relevant. Embracing organizational innovation… Read More »5 Tips That Associations Can Use to Embrace Innovation