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Insights from a Braze Consultant: Common Pain Points and How to Overcome Them

This blog post explores common challenges businesses encounter when using Braze (as experienced by a Braze consultant). Key pain points include data integration issues, such as incorrect data mapping and inadequate planning, and data management problems. It also highlights the complexities of mastering Braze’s Liquid language for personalisation. Learn about solutions including developing a detailed integration plan, regular data audits, real-time syncing, and investing time in learning Liquid. The post emphasises the importance of viewing Braze as more than a marketing tool, advocating for comprehensive training and cross-department collaboration. By addressing these challenges, businesses can fully leverage Braze’s capabilities and improve customer engagement.

Salesforce Health Check: Prep Your Instance For Sales Success

When Salesforce works well, your team can work smarter, not harder, saving time and boosting productivity. One of its many strengths is how flexible it can be, allowing you to tailor it to mirror current processes, and continuously adapt it to align with the ever-shifting requirements of the business. But with every new field and feature, every new rollout comes an inevitable accumulation of clutter - unused fields, outdated processes, and complex configurations that may no longer serve business goals. ‍Learn some best practices to routinely check to keep your instance in shape.

Enhancing User Experience within the Salesforce CRM Salesforce Path

Customer experience is the bedrock upon which brands are built, nurtured, and grown. But in our quest to deliver unparalleled customer service, we often overlook another essential group: our employees. The ones who keep the engine running, answer the calls, close the deals, and solve the problems. Their experience within the organisation and with the tools they use every day, Salesforce included, is just as vital. So let's explore: How can we make Salesforce easier to use and more engaging for your team?

The Future of B2B Marketing: Hyper-Personalisation through CRM and Marketing Automation

As customer expectations continue to evolve, marketers are constantly searching for innovative ways to deliver highly targeted, relevant, and engaging experiences. One such approach that's transforming the future of B2B marketing is hyper-personalisation, achieved through the seamless integration of CRM and marketing automation systems. Hyper-personalisation has become a crucial differentiator for businesses striving to stand out and forge meaningful connections with their target audience. Let's take a deep-dive into the world of CRM and marketing automation integration and how businesses can unlock the full potential of hyper-personalisation to foster stronger customer relationships and driving business growth.

Automate Customer Communications with Scheduled Path in Salesforce Flow

Communicating with customers throughout their purchasing journey is essential for building strong, long-lasting relationships. However, it's not just about the initial sale; following up after purchase can be just as important. Effective follow-up communication can help you build stronger customer relationships and increase repeat business. By keeping the lines of communication open and showing that you care about their experience, you can foster customer loyalty and turn satisfied customers into brand advocates. It can also provide valuable feedback that you can use to improve your products/services and refine your overall customer experience.

Automate data entry - pass multi-select picklist field values from one Object to another Object in Salesforce

Data entry is something we’re all familiar with - it’s time consuming, and requires a lot of effort to maintain. By automating data entry businesses can ensure they have accurate and relevant data to base decisions on, and save time for their employees. In this article we will describe the benefits of automating data entry in Salesforce on one Object (Contacts), using values from another related Object (Opportunities); more specifically for multi-select picklist fields storing information about service interests.

Automate Lead Routing to Win More Deals: Lead-to-Account Matching

The key driver of B2B conversion is speed – in particular, lead response time. Conversion rates are 8x higher within a response time of 5 minutes vs 6+ minutes. Less than 1% of response attempts occur within 5 minutes, whereas 57% of attempts wait longer than a week. Within that time, potential buyers have had the time to move onto day-to-day responsibilities, or worse, your competitor's website. In Salesforce, leads can be routed to queues or specific users based on various criteria to promote efficiency and increase conversion rates.

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