How to Manage a Salesforce Implementation Like a Trailblazer

Salesforce defines a trailblazer in a traditional sense and Salesforce trailblazers all have a unique story to tell. From when their Salesforce journey began to what path they are on today, and trailblazers hold various roles in organizations such as administrators, developers, marketing teams, CIOs, CMOs and beyond and span the spectrum of start ups to enterprise organizations. But regardless of your role, your knowledge or current location on your Salesforce journey, if you are tackling a Salesforce implementation, you are likely a trailblazer, whether that means that you are a pioneer; an innovator; a lifelong learner; a mover and shaker, an … Read More

Why We Love Salesforce (And, You Should, Too!)

There is a reason that Salesforce is the world’s leading cloud-based CRM. In fact, there are several, but let’s talk about the big five here. The top five reasons that people fall in love with Salesforce. First, simply calling Salesforce a Customer Relationship Management (CRM) platform is quite an understatement. Obviously, it is first and foremost a CRM – designed to help you create and manage great customer experiences. With Salesforce as your CRM, your sales and marketing, and customer service teams can gather information about, and better understand every customer or client, delivering just the right message at just … Read More

5 Best Practices To Drive Salesforce User Adoption

Have you had Salesforce for a while and are seeing low involvement and spotty data? Are you new to Salesforce and want to make sure your new tool is utilized to its fullest? Here are six core practices to raise user adoption. 1) Measure Think of this as your homework. There is an old saying, “If You Don’t Measure It, You Can’t Manage It.” Simply put, you can’t know what your user adoption levels are until you measure and track how much your employees engage with Salesforce. You’ll want to do this before, during, and after every user adoption campaign. … Read More

EMS Consulting Offers Customers Combined Support for Salesforce and MuleSoft

TAMPA, FLA. (PRWEB) JUNE 19, 2018 EMS Consulting (EMS), a Salesforce Silver Consulting Partner headquartered in Tampa, Florida, announced today that they will offer a combined MuleSoft and Salesforce partner integration program. EMS will play as a strategic partner with Salesforce in providing integrated and optimized solutions, both to and from Salesforce, while leveraging the latest tools and technologies for customers. EMS Consulting is uniquely positioned to lead and develop MuleSoft iPaaS and Salesforce Platform initiatives enabling Salesforce accounts reps to provide a single point of expertise for large and more comprehensive integration projects. EMS Consulting has been a long term … Read More

Countdown to GDPR: Are You Ready?

GDPR Fact and Fiction The GDPR (General Data Protection Regulation) goes into effect in the European Union on May 25, 2018. If your company’s marketing and eCommerce operations reach a European audience, strict compliance with GDPR will be mandatory as of that date. The penalty for failing to comply can be a fine up to 4 percent of your global annual revenue, or up to €20 million ($24 million USD)! Bottom line, if you process personal data for the purpose of selling goods or services to European citizens in any country in the EU, then you will need to comply … Read More

Pardot Introduces Emojis For Email Campaigns and Social Posts 👍

A few hours ago, when you logged into your Pardot account or if you subscribed to Pardot’s emails, you received the news that they have added the functionality to add emojis to email subject lines and to social posts. A quick scan of your inbox might show that marketers are using these more and more. Here’s a quick peek at an inbox from one of our team members at EMS. See how many emojis we were able to spot? From Kate Spade with new designer styles to Thrive Market, an online retailer promising 30% off, to Bed, Bath and Beyond … Read More

New Pardot Features Announced With Salesforce B2BMA Integration User

As part of the 2018 Spring Release from Salesforce, Pardot announced the B2BMA Integration User. As a Salesforce admin, the new integration user has been created and visible in your org since April 2, 2018. The user has a new profile and a license. Salesforce has been enabled the integration user to support new features available from Pardot available to your org. The new B2BMA Integration User was added for all Salesforce customers that also have Pardot. The B2BMA integration user has no impact on your license usage, and doesn’t have the ability to access or update any of your … Read More

Connected Campaigns Link Your Pardot Campaigns and Salesforce Campaigns

 If you have been an administrator for Sales Cloud for any period of time and have been using the Campaign object, there is always a lot of focusing by Sales and Marketing teams to determine which marketing campaigns are effective and which are generating quality leads. Most marketing teams are leveraging marketing automation today, and if you are lucky enough to leverage the native marketing automation tool, Pardot, from Salesforce, connecting Salesforce and Pardot campaigns just became easier and much more holistic. When It’s Available With the Spring ‘18 Release from Salesforce, connecting your Salesforce Campaign object with your Pardot … Read More

Salesforce Campaign Alignment: Marketing Engagement History For Sales Cloud Campaigns (Beta)

With the Spring 2018 Salesforce release, Salesforce added a few beta features as Core Sales Features which involve the standard Sales Cloud object, Campaigns. For current Pardot users, or Sales Cloud users evaluating Pardot for email marketing and marketing automation, this beta features offers alignment between Pardot and Sales Cloud through the introduction of Engagement History. Once Salesforce Campaigns and Pardot Campaigns are connected, the Marketing Asset Performance provides insight directly on the Campaign to highlight exactly how much engagement your marketing team is generating. Engagement history data flows from Pardot to the Salesforce campaign record and associated marketing assets. … Read More

EMS Consulting Joins the Ellie Mae Pro Consulting Partner Program

New York, NY, March. 2, 2018 – EMS Consulting (EMS), a Salesforce Silver Consulting Firm headquartered in Tampa, Florida, announced today that it has joined the Ellie Mae Pro consulting partner program. By participating in the program, EMS will play as a strategic partner with Ellie Mae in providing integrated and optimized solutions to and from Salesforce, while leveraging the latest tools and technologies for customers. EMS will help lenders and Ellie Mae accelerate the delivery, deployment and adoption of Ellie Mae’s Encompass® all-in-one mortgage management solution. As a Pro Select Partner in the Ellie Mae Pro consulting partner program, EMS demonstrates … Read More