Top 10 Google Chrome Extensions for Salesforce Admins (Part 1 of 2)

Top 10 Google Chrome Extensions for Salesforce Admins (Part 1 of 2)

Google Chrome extensions provide powerful enhancements embedded directly into your Google Chrome browser. These extensions can be installed to your browser for free and with a click of a button. If you are a Salesforce Admin the following Chrome extensions are my must-have picks for quick navigation and enhanced functionality across the platform, which will allow you to spend less time...

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Key Takeaways from Dreamforce ’16

Key Takeaways from Dreamforce ’16

The dust has just settled on Dreamforce ’16 (DF16). Once again it was the perfect combination of business summit, tech convention, and rock concert that we’ve all come to expect. Whether you were able to attend this year or not, here are some of the observations that I took from a very packed agenda… AI is here.…

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Dreamforce 2016: An Uncommon Blend of Events Exemplifies Leadership

Dreamforce 2016: An Uncommon Blend of Events Exemplifies Leadership

Last Friday concluded Salesforce.com’s technical extravaganza, Dreamforce.  Dreamforce is held annually in San Francisco, and in addition to endless technical sessions, business hook ups and opportunities for networking, the event includes numerous musical guests.  This year Dreamforce attendees were lucky enough to enjoy access to a full blown, no holds barred, outdoor concert by the...

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Keeping consistent customer experience through operational excellence

Keeping consistent customer experience through operational excellence

Many organizations are making significant investments in Customer Experience and Voice of the Customer programs.  This makes a lot of sense, given the number of options consumers have for most products and services.  However, as much as some customers might be willing to chase a lower price or different feature set, most customers value a consistent experience. …

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Uncommon Blend: Making Business Needs Tangible

Uncommon Blend: Making Business Needs Tangible

As the Director of Marketing at a consulting firm, there are a few projects that will inevitably come up – web site redesigns and customer relationship management system implementations. With these projects comes the notorious debate… do we use our internal resources OR do we outsource it? In April of 2016, West Monroe decided to transition from our CRM system and e-marketing tool to...

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How Salesforce Helped a Local Non-Profit

How Salesforce Helped a Local Non-Profit

Goodcity supports social entrepreneurs who are making a difference in under-resourced communities in Chicago by providing them with a number of critical services and resources. It is vital for Goodcity to track key performance indicators (KPIs) to measure the health of the organization or initiative it assists, and to ensure its own programs are effective.…

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As the Banking World Turns: How Salesforce Supports Delivering Better Customer Experiences for Midsize Banks

As the Banking World Turns: How Salesforce Supports Delivering Better Customer Experiences for Midsize Banks

Most mid-sized commercial banks typically offer much more than just traditional loan and deposit products – they’re a one stop shop for all your financial needs. More and more banks have increased their focus on ancillary lines of business such as wealth/investment management, insurance, credit cards, and other non-traditional products. These services often provide steady and diversified...

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10 Years & 10 Apps. AppExchange 10th Birthday and the Top 10 Apps on it Today!

10 Years & 10 Apps. AppExchange 10th Birthday and the Top 10 Apps on it Today!

Earlier this year the Salesforce AppExchange, the home for third party-created Salesforce-native applications, celebrated its 10th birthday. Back in January 2006 the app exchange officially launched and was dubbed the Ebay of Business Software by Businessweek. By 2011 the AppExchange celebrated its one millionth app installed, by 2013 it reached its two millionth app installed and by 2015 the...

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C is for Custom Report Type (and Cupcakes)

C is for Custom Report Type (and Cupcakes)

WMP’s Performance Services team creates and updates Salesforce reports for our clients almost every day. From the simple mailing list to the complex snapshot matrix, we help users of all levels access the data they need in meaningful and accurate ways. What strikes me most about this is that, more often than not, these users could create and update the reports all by themselves.…

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Make Your CRM Work for You:  Maximize Your Investment by Integrating Actionable Customer Insights

Make Your CRM Work for You: Maximize Your Investment by Integrating Actionable Customer Insights

Many organizations today look to CRM as a starting point to improve their customer experience. The first step in a successful CRM implementation is to collect and display historical transactional customer data to help gain visibility into your customer base to reactively engage with customers. However, most CRM implementations stop after this first crucial step.…

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Phone: 312-602-4000
Email: marketing@westmonroepartners.com
222 W. Adams
Chicago, IL 60606
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