INSIGHTS LIBRARY

Our Insights Library provides you with Salesforce best practices, tools, tips and tricks. Download and read our articles, eBooks, white papers, how-to guides and more.

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SUCCESS STORY | SHARETHIS

SUCCESS STORY | SHARETHIS

Summary: Shift helps a media sharing platform track and grow revenue. Building on the base model of its media management solution, Shift was able to fasttrack a customization project that enabled ShareThis to enhance workflows and create revenue-management processes right inside the platform where those revenues are booked.

SALESFORCE EBOOK | CRM INTELLIGENCE

SALESFORCE EBOOK | CRM INTELLIGENCE

Today, the CRM has emerged as the foundational platform on which to build systems thinking-based processes. The flexibility of best-of-breed CRM platforms such Salesforce creates ecosystems within organizations that facilitate data management, storage, and visualization.

SALESFORCE EBOOK | PRACTICALLY TRANSPARENT

SALESFORCE EBOOK | PRACTICALLY TRANSPARENT

Summary: The key driver for any organization working toward practical transparency is to enable insight. With better information come better business decisions.

EBOOK | SHIFTING FORWARD: OPTIMIZING SALESFORCE FROM THE TOP DOWNWARD

EBOOK | SHIFTING FORWARD: OPTIMIZING SALESFORCE FROM THE TOP DOWNWARD

Summary: In order to ensure a client’s Salesforce deployment need only be tailored once, our team follows a five part process: Scope, Design, Prototype, Refine, and Implement.

EBOOK | WHAT’S YOUR CUSTOMER SUPER POWER?

EBOOK | WHAT’S YOUR CUSTOMER SUPER POWER?

Summary: Your customers are more connected, more vocal, and more influential than at any other point in history. It’s a new era of customer empowerment, and businesses that ignore this new paradigm risk extinction.

SUCCESS STORY | OBSERVER MEDIA

SUCCESS STORY | OBSERVER MEDIA

Summary: Shift helps a lifestyle media company define their business clearly from front to back end. Observer Media needed to gain a clear line of sight from front to back end, and they were ready to move to a more flexible, future-proof Salesforce environment. Integrating sales, operations and accounting was essential, and to add to the challenge, they wanted to build a fully integrated system using Salesforce Professional edition.

SUCCESS STORY | TAPAD

SUCCESS STORY | TAPAD

Summary: Shift helps a content delivery company support better teamwork. Tapad’s groundbreaking marketing technology helps their clients connect with consumers in a unified way across devices. But maintaining a connection between their sales and operations teams was equally vital.

ARTICLE | HOW SALES TEAM LEADERS CAN LEAD ORGANIZATIONAL CHANGE

ARTICLE | HOW SALES TEAM LEADERS CAN LEAD ORGANIZATIONAL CHANGE

Summary: Your company’s collaborative culture needs to be integrated into the Salesforce deployment. You and your leadership team should be at the forefront of making this a reality, working closely with Salesforce consulting services to help express exactly how you can integrate your unique business requirements into the Salesforce deployment.

ARTICLE | MEASURING SALES PERFORMANCE WITH SALESFORCE REPORTS AND DASHBOARDS

ARTICLE | MEASURING SALES PERFORMANCE WITH SALESFORCE REPORTS AND DASHBOARDS

Summary: Now that you, as a sales manager, have chosen a number of key performance indicators, Salesforce recommends that organizations build the report types that will be most useful to them using Reports and Dashboards.