RESOURCES & INSIGHTS
Customer Story: Salesforce-Epicor Integration Gives Clear Funnel Views
Struggling to make the most of Epicor? You aren't the only one. Allium helped our major manufacturing customer take on an Epicor-to-Salesforce Service Cloud integration to enhance their pipeline visibility, improve usability for Sales Reps, and activate essential...
Service Cloud vs. ServiceNow: 6 Reasons Salesforce is Better for IT Service Management
On the fence between Service Cloud and ServiceNow as an IT Service Management (ITSM) Solution? Check out why opting for Service Cloud from Salesforce outweighs the benefits of ServiceNow: 1. Salesforce’s latest release enables Service Cloud customers to...
Customer Story: A Multi-Directional Epicor Integration for the [Sales] Win
What happens when your processes aren't setting your Sales team up for success? In short, a lot of unknowns. Without a proper CRM in place, our global manufacturing customer used Epicor to manage their pipeline — leaving many gaps in their sales process — and even...
Increase order volume 4x and gain visibility with strong Case Management strategy
When you leverage Service Cloud to build a foundational Case Management process, your team will gain the visibility they need to get the job done efficiently and meet customer needs. And while visibility is key for any business, there is more to Case Management...
Enable quality First Contact Resolution & increase customer satisfaction by 40%
As technology continues to evolve, so does the way you interact with customers. Quick, reliable customer service is a must — and with convenience, comes expectations. Customer loyalty and retention stems for two things: quality work and a good rapport. Even if they...
FAQ: 8 Common Managed Service Questions Answered
Ever wonder what a Managed Service team could do for your business? Here are the short answers to common questions from customers interested in initiating a Managed Service: 1. We have been using Salesforce forever, why would I need a Managed Service?A good Managed...
Keep your business running at its best via strategic, customized Managed Service support
Navigating business growth and process functionality without a customized Managed Service can be an upstream battle for many companies. Whether processes have become stagnant, needs are evolving or you are simply struggling to scale effectively, investing in a Managed...
Make key process improvements in your Salesforce org to initiate sustainable, scalable solutions
Complicated business processes can be, well, complicated. That's why going the extra mile with your Salesforce org to streamline your processes and workflows can make all the difference in the way you operate. Our customer, a major health insurance provider, made the...
When lightning strikes: 7 productivity features that will make you switch from Classic to Lightning Experience (LEX)
As Salesforce moves away from making new updates in Salesforce Classic and continues rolling out almost all new features in Lightning Experience (LEX), it might be time to consider how LEX can enhance the way you operate in Salesforce. When you make the transition...
Create a marketing automation strategy that builds meaningful customer engagement as you grow
An ineffective marketing automation strategy will hinder your customer engagement — and the valuable data you aim to capture. Our major health insurance customer's legacy marketing system wasn’t built to grow with their business — leaving them stuck — unable to apply...
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