CRMF News Archives | Page 5 of 6

How-to Guides Salesforce Consulting Salesforce Resources

Salesforce Email Automation with Flow and Lightning Templates

Why Automate Emails There are countless reasons for automating emails in Salesforce. For instance, it improves customer relationships by increasing touch points with your constituents throughout their customer journey while…

crmf_creativeSeptember 18, 2023

Stephanie & Sarah at Mile High Dreamin' welcome sign

Events

Mile High Dreamin’ Event Recap

Somewhere between the start of school, the late summer heat, and Labor Day, we found ourselves at Mile High Dreamin’ (MHD), Denver’s annual Salesforce user group conference. Besides simply being…

crmf_creativeSeptember 6, 2023

Salesforce Resources

Salesforce User Adoption Strategy For Real People

Salesforce User Adoption Strategy for Real People “We want them to use Salesforce, but some of our people already have a system that works for them.” “Our users are not…

crmf_creativeAugust 23, 2023

Nonprofit Resources

What is the Salesforce Power of Us Program?

The Salesforce Power of Us Program is committed to providing free licenses or discounted access to the Salesforce CRM Platform to qualifying nonprofit organizations and education institutions. Salesforce’s feature-rich, scalable…

crmf_creativeAugust 18, 2023

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How-to Guides Salesforce Resources

A Beginner’s Guide to Salesforce Enhanced Domains

The global COVID-19 pandemic has significantly influenced the business landscape, prompting companies to adjust their strategies. Dealing with restrictions imposed by the government and a growing reliance on the internet,…

crmf_creativeAugust 4, 2023

Nonprofit Resources Salesforce Resources

What is Volunteers for Salesforce (V4S)?

Volunteers for Salesforce is a volunteer management solution originally developed as a Salesforce app in the 2000s by Groundwire. Organizations could install the V4S application from the Salesforce AppExchange as…

crmf_creativeAugust 2, 2023

Meeting reviewing data and charts on laptop blog image

Customer Case Studies

How a Global Wealth Strategies Firm Went From 12 Months Wasted to Countless Time Saved with an Efficient CRM Engine

When Tardus, a global wealth strategies firm based in Honolulu, reached out to The CRM Firm they had already invested 12 months and thousands of dollars into a Salesforce implementation…

crmf_creativeJuly 21, 2023

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How-to Guides Salesforce Consulting Salesforce Resources

A Beginner’s Guide: How to Automate the Salesforce Platform with Flow

Salesforce Flows are a powerful, all-inclusive automation tool that can revolutionize how businesses operate within the Salesforce platform. Whether you’re new to Salesforce or looking to enhance your skills, this…

crmf_creativeJuly 20, 2023

Visualization of non-profit donation from a laptop blog image

Nonprofit Resources Salesforce Consulting Salesforce Resources

Harnessing Salesforce for Nonprofits: Empowering Organizations for Greater Impact

Nonprofit organizations face unique challenges to run a successful business and impact the mission(s) they serve. From high-volume outreach to asking for large monetary gifts, the stakes are high for…

crmf_creativeJuly 15, 2023

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Salesforce Consulting Salesforce Resources

What to Expect from Your Salesforce Implementation

You've Chosen Salesforce; Now What? Time to implement! A Salesforce implementation is the process of setting up and configuring the Salesforce platform for a business to use as a daily…

crmf_creativeJuly 11, 2023

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