CRM Services
SIG, Salesforce, and Personalized Marketing Engagement
After the pandemic, the University of Hawai’i at Manoa was dealing with many of the same challenges as other universities across the country with low... Read More »
Marketing Cloud and Slate: Better Together
Slate, a CRM system developed by Technolutions, has gained popularity among higher education institutions for managing admissions, recruitment, and enrollment processes. Marketing Cloud, the marketing... Read More »
Salesforce Education Cloud: FAQs
Salesforce Education Cloud is the latest evolution of purpose-built education applications for the Salesforce Platform. We know many of you may have questions. Depending on your particular scenario,... Read More »
Documenting Integration Requirements
Top 20 Questions For Thoughtful Integration Documentation More and more, our clients want to integrate Salesforce CRM or their Conga Contracts applications (their “Solution”) to a... Read More »
Enhanced Domains – Salesforce Enhancement
Salesforce will enforce Enhanced Domains in all orgs beginning Winter ‘24. Enhanced Domains include your company-specific My Domain name that is included in your URL for all of your Salesforce and Experience Cloud sites along with Visualforce pages and content files. This document outlines what Enhanced Domains are, the steps to enable it, and the potential impacts to your org. Read More »
What are Person Accounts in Salesforce?
Person Account vs. Business Account in Salesforce There are two types of accounts in Salesforce. Business accounts store information about companies. Person accounts store information... Read More »
Are You Thinking About a CRM Portal?
Are you thinking about implementing a CRM portal at your institution? Or are you migrating from Luminis, Ellucian Portal, or Ellucian Mobile to a CRM... Read More »
Consolidating Salesforce Orgs
Salesforce Orgs Definition For large clients, we often find they have multiple instances of Salesforce CRM. In Salesforce “speak” each instance is referred to as an “org”... Read More »