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BREeze 4.0 – Smart Processing and Other New Features

It's hard to believe it's been nearly four years since we rolled out our first version of BREeze. Early on when we first launched BREeze the vision was mostly around expanding the standard assignment rules, but instead of being restrained to just being able to assign Owners on Leads and…

Salesforce Omni-Channel Webinar

With the release of Omni-Channel and Presence, Salesforce has completely changed how Cases and Work can be distributed to your teams. There's no longer the need to just drop Cases into a Queue and hope the right team members grab them on time without cherry picking around the really hard…

Automate your QA process with Salesforce Omni-Channel

Salesforce's Omni-Channel feature is over a year old, but most customers don't realize the full potential of what this feature offers. A lot of the focus is around the unification of Service Case creation from different channels. So, whether that Case is created by Email, Phone, Chat, SMS Text, Web,…

Salesforce Winter 17 Features – Pardot

Welcome to the last part of our Winter 17 write-up. We've already covered all of the Sales Cloud & Lightning Experience, Service Cloud & Field Service Lightning, and Communities & Chatter upcoming changes in our previous posts. With all of the new products that Salesforce has, it's tough to do…

Introducing PinPoint – Salesforce SOS for Manufacturing

"The Pool Guy" is a classic Seinfeld episode where due to yet another crazy and highly unlikely series of events, the gang finds themselves in a ridiculous situation. In this episode, Kramer gets a new phone number which is one digit off of the Movie Phone service's phone number. So,…

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