Customer Relationship Management (CRM) software is designed to improve and manage customer relationships. To do this CRMs typically contain operational components that integrate and automate many process, as well as analytical components that gather sales, marketing, and customer data, and finally collaborative components that make it easier for employees within and between departments to work…

Automated marketing refers to a type of marketing that does not require active human involvement to perform at each interval. Similarly, marketing automation software can automate processes like sending emails, posting articles, or releasing content on social media. There is of course an initial setup involved in automated marketing and the marketing materials themselves still…

Dreamforce 2014 is almost upon us and this year Salesforce is expecting a staggering 140,000 people to attend the event. There will also be over 1,400 expert sessions held, keynote speeches given by major figures such as Salesforce CEO Marc Benioff, former US Secretary of State Hillary Clinton, former US Vice President Al Gore, renowned…

Salesforce is holding its annual Dreamforce conference on Monday, October 13th through Thursday, October 16th in San Francisco. Thus with the event coming up so soon and its high profile in the tech, sales, and customer service arenas, business people from all of the country and in a variety of industries are likely debating whether…

The job of a Salesforce administrator is often very challenging. It involves a great deal of time spent maximizing Salesforce CRM’s productivity and benefits, while minimizing inefficiencies and overcoming obstacles. A great Salesforce administrator will not only need to know how to effectively manage the CRM itself, but they will typically spend a good bit…

Salesforce is the industry-leading, cloud-based Customer Relationship Management (CRM) platform. Like all CRMs there is a strong focus on building and developing customer relationships and this is where Salesforce excels in this regard. This is great news for the marketing teams of all Salesforce users, because a CRM offers a wide array of marketing resources…

Customer Relationship Management (CRM) software (such as Salesforce) has revolutionized the way companies manage their relationships with customers. More and more companies, throughout a diverse range of industries, have begun using these valuable new tools to better relate to their customers. Proper training is critical to the success of a CRM in a variety of…

My mind is officially blown. Making the decision to go to Dreamforce was not an easy one considering the cost, time away from the office, and knowing the event takes place a week before the Thanksgiving holidays. Having said that…attending the event ended up being one of the best business decisions of my life. From…

On Monday, November 18th The Refinery will be attending Salesforce’s yearly Dreamforce convention. The annual event is major in the CRM industry and this year’s agenda is so action-packed that it will be taking place across multiple venues in San Francisco including the Moscone Center as well as the following hotels: Westin Market Street, Westin…

Salesforce is the cloud-based CRM that has completely swept the industry and revolutionized the way companies handle customer interaction and daily operations. Salesforce has an abundance of highly effective tools and features which boost productivity and make life easier for its users. However, as great as Salesforce is, it cannot do everything and sometimes people…