admin, Author at Cloud Advisory

Published On - January 28, 2025

admin UncategorizedTags: crm, marketing automation, pardot, salesforce, salesforce marketing cloud

An Overview of Salesforce’s Pardot: What You Need to Know

Salesforce Pardot, now known as Marketing Cloud Account Engagement, serves as a comprehensive B2B marketing automation tool aimed at connecting sales and marketing teams. It automates various marketing activities and helps in managing leads while improving customer engagement. Key features include l...

Published On - January 27, 2025

admin Uncategorized

Salesforce Pardot: Key Insights and Cost Analysis

Salesforce Pardot is a powerful B2B marketing automation platform aimed at improving lead management and customer engagement. By integrating seamlessly with Salesforce CRM, it creates a unified space for marketing and sales teams. Key features include lead generation, nurturing through personalized ...

Published On - January 25, 2025

admin Uncategorized

How to Get Started with Salesforce Agentforce in Minutes

Getting started with Agentforce is pretty easy if you follow these simple steps. First, make sure you have a demo Salesforce organization that includes Agentforce and check the setup instructions if you haven’t already. Begin by enabling Einstein in Salesforce Setup. Next, enable Agents and ac...

Published On - January 12, 2025

admin UncategorizedTags: agentforce, ai agent, salesforce agentforce

Begin Your Journey with Agentforce Service Agent

Agentforce Service Agent is a revolutionary AI tool designed to enhance customer service automation. It works around the clock, operates on several platforms, and uses generative AI for true-to-life conversations. One of its main advantages is automating routine tasks, which lets service teams focus...

Published On - December 26, 2024

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7 Features of Salesforce Agentforce BDR You Should Know

Salesforce Agentforce is revolutionizing how businesses engage with customers through its advanced AI capabilities. For existing Salesforce customers, one standout feature is the creation of autonomous AI agents, which operate without needing human intervention to handle tasks like answering inquiri...

Published On - January 20, 2020

admin SalesforceTags: crm

What is an Opportunity in Salesforce?

Now once you understand the concepts and distinctions between LEADs and ACCOUNT, there are core Salesforce.com concepts that center around the Account that you will want to understand: In an Account you may have multiple interactions with the client: Contacts. These are the people at an Account that...

Published On - January 20, 2020

admin SalesforceTags: crm, lead, salesforce

What is a Lead in Salesforce?

This might be the Salesforce concept that most businesses kind of dance around and they get confused about. My advice is do not try to re-create the concept and don’t ignore it. Leads have a very specific and useful purpose. A lead in Salesforce is essentially an unqualified opportunity or acc...

Published On - January 20, 2020

admin SalesforceTags: salesforce

What is an Account in Salesforce?

There are certain key concepts in Salesforce that help you managge your business. The most central concept is that of an Account. If you’re selling “B2B an Account will typically mean a company or an organization that is your customer or who you are working to acquire as a customer. An A...

Published On - January 19, 2020

admin SalesforceTags: blog, cloudify podcast, marketing cloud, pardot, salesforce

How Salesforce can help a Business Grow

As founders, there are three main business functions that we all must master to grow our business. Finding New Prospects Selling to turn prospects into Customers Keeping those customers So all those activities – finding new customers, selling to customers, keeping customers that’s really...

Published On - November 8, 2019

admin Uncategorized

How do you choose between Salesforce Pardot and Marketing Cloud?

How to Choose between Salesforce Pardot and Salesforce marketing cloud. Using the 7 steps framework to Choosing the right marketing automation platform we can gather our requirements to compare against the features of both Salesforce Pardot and Marketing Cloud marketing automation platforms. Going t...

An Overview of Salesforce’s Pardot: What You Need to Know

Salesforce Pardot: Key Insights and Cost Analysis

How to Get Started with Salesforce Agentforce in Minutes

Begin Your Journey with Agentforce Service Agent

7 Features of Salesforce Agentforce BDR You Should Know

What is an Opportunity in Salesforce?

What is a Lead in Salesforce?

What is an Account in Salesforce?

How Salesforce can help a Business Grow

How do you choose between Salesforce Pardot and Marketing Cloud?

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