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.

 

Lightning Strikes with Salesforce's Winter '20 release

Make sure your team is prepared for the transition to Salesforce Lightning Experience by checking out some of the Shift Team's favourite Trailhead modules

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SUCCESS STORY | NEW YORK MAGAZINE

SUCCESS STORY | NEW YORK MAGAZINE

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.