AE Insight Exchange

Welcome to the Insight Exchange

Here you will find a curation of resources aimed to equip and educate Salesforce Account Executives to better navigate sales conversations, recommend solutions, articulate value, and drive success. 

From insightful case studies to product comparison guides, we are here to be a partner and a resource. Explore our resources below and let us know how we can further serve you!  

Most Recent

Infocore: Data Optimization

Infocore: Data Optimization

The CRM Firm assisted Infocore, a data and marketing solutions firm, to resolve their issues with inefficiencies and data errors as a result of using two separate databases for Salesforce and document management. Learn how we worked to consolidate their systems and optimize processes by integrating their existing Salesforce Sales Cloud database with external solutions to transform a fully optimized Salesforce ecosystem., eliminate data inefficiencies, and providing Infocore with accurate, real-time data for better business decisions.

Building A Philanthropic Experience

Building A Philanthropic Experience

Learn how The CRM Firm helped a philanthropic planetary health client streamline operations with a centralized Grant Application Hub that transformed their grant management, and their ability to deploy funds and support innovators in Food & Agriculture, Climate & Energy, Oceans, and Community sectors, all using Salesforce.

Products

Comparing Marketing Clouds

Comparing Marketing Clouds

Selecting the right Salesforce marketing solution can be a challenge. In this analysis, we compare Marketing Cloud Account Engagement (Pardot/MCAE), Marketing Cloud Engagement (MCE), and Marketing Cloud Growth (MCG), evaluating factors such as core functionalities, implementation costs, resource requirements, and technical expertise.

CRMF Guide to Data Cloud

CRMF Guide to Data Cloud

Salesforce Data Cloud integrates external data sources with Salesforce’s CRM platform, empowering organizations to enrich customer profiles, gain insights, and make informed decisions through advanced analytics and AI capabilities, enabling personalized experiences, refined segmentation, optimized campaigns, and enhanced sales strategies, thus driving growth and innovation comprehensively.

Integrations

Slack + Salesforce

Slack + Salesforce

In the realm of digital collaboration, Slack emerges as a leading platform facilitating seamless team communication and integration with various business tools, offering benefits such as asynchronous messaging, extensive integrations, and robust security features; however, careful consideration of factors like cost-effectiveness and customization potential is crucial before implementing Slack, especially for Salesforce users seeking to optimize their communication and productivity.

Case Studies

Infocore: Data Optimization

Infocore: Data Optimization

The CRM Firm assisted Infocore, a data and marketing solutions firm, to resolve their issues with inefficiencies and data errors as a result of using two separate databases for Salesforce and document management. Learn how we worked to consolidate their systems and optimize processes by integrating their existing Salesforce Sales Cloud database with external solutions to transform a fully optimized Salesforce ecosystem., eliminate data inefficiencies, and providing Infocore with accurate, real-time data for better business decisions.

Building A Philanthropic Experience

Building A Philanthropic Experience

Learn how The CRM Firm helped a philanthropic planetary health client streamline operations with a centralized Grant Application Hub that transformed their grant management, and their ability to deploy funds and support innovators in Food & Agriculture, Climate & Energy, Oceans, and Community sectors, all using Salesforce.