Author Archives: David Poepping

Salesforce CRM for Wineries: The Customized Winery and Spirits CRM

Any business trying to grow and increase their client base needs a winery customer relationship management (CRM) software program. It’s just a simple fact that even the smallest businesses can’t avoid for very long before keeping track of clients starts to consume the entire day. Crm for Wineries are no exception.

The wine crm industry has a tendency to be reactive with their wine sales after they build a client relationship. The winery crm industry needs to have a CRM that empowers wineries to take action proactively in their marketing efforts. Salesforce has this ability through the use of marketing automation, data analytics, and AI. Salesforce can use your winery’s historical data of purchases made by clients to predict what products that client may be interested in. This allows wineries to target specific customers with specific content.

what is winery crm

Continue reading

Posted in Salesforce, Salesforce.com. Tagged with , , , , , , , .

Pardot Software Implementation

What is Pardot?

We have all undoubtedly heard about how great it could be for salespeople, but is that as far as this powerful tool can take Salesforce users? Of course not. Pardot Dashboard is a perfect tool to include as part of your Higher Ed Salesforce implementation.

Pardot is a B2B marketing automation solution that ultimately makes the jobs of sales and recruiting teams much easier. We have seen more and more Higher Ed Salesforce Pardot implementations including Pardot for their recruiting teams and it’s obvious why once you begin using it.

The features in Pardot software implementation provide a seamless connection between your marketing campaigns and how your recruiters can interact with prospects.

Continue reading
Posted in Salesforce. Tagged with , , .

The Truth About Salesforce HEDA and Salesforce Higher Ed

HEDA (Higher Ed Data Architecture) is a cornerstone for enabling Higher Ed Salesforce Implementation for universities and campuses. However, Salesforce.org officials and training webinars have explicitly said that it is a stepping stone for organizations, not an all-encompassing solution. Salesforce.org training materials suggest that if  Salesforce Higher Ed institutions intend to expand the presence of Salesforce in their organization in the future, then they may benefit from consulting with a Salesforce Partner company that specializes in Higher Ed Salesforce Implementation.

Salesforce HEDA has made so much more than just a sales CRM. With that said, it does not solve admission, advising, communication, alumni relations, or fundraising. It does, give you a basic, light-weight, platform that you then can take and build on to create specific solutions to areas that are important to your specific organization. Continue reading

Posted in Salesforce cloud Implementation. Tagged with , , .