“What we like is that they have really good, skilled developers who also have good interpersonal skills. They know not just what we need done but why and how to do it in a better way.” – Jace Gentil People in the healthcare industry know they can rely on Probo Medical for diagnostic imaging equipment sales, service, […] The post Probo Medical appeared first on Delegate.| Delegate
Why We Partnered with S-Docs At Delegate, we’re committed to finding solutions that seamlessly integrate with Salesforce to simplify processes for our clients. That’s why we partnered with S-Docs—a 100% native Salesforce document automation and e-signature solution. This partnership means our clients can automate critical document workflows within Salesforce without relying on complex third-party integrations […] The post Streamlining Success: Our Partnership with S-Docs for Native Sa...| Delegate
As we approach year-end, the demands from work and life reach a unique peak. Companies are pushing hard to hit revenue targets, finalize budgets, and plan for 2025 while employees juggle holiday events, family time, and maybe even a few well-deserved days off. The pressure to deliver on both sides can feel intense. So, how […] The post Balancing Year-End Business Goals with Life’s Demands: How to Thrive During the Holiday Season appeared first on Delegate.| Delegate
A strong Salesforce architecture is like building something to last—a digital structure for your business that can hold up through change, scale up easily, and handle the unknown. Think of Salesforce as the foundation of your company’s operations, like the resilience we admire in structures like Rome’s aqueducts or even the Eiffel Tower. Each was […] The post Building to Last: Crafting a Resilient Salesforce Architecture for Growth and Change appeared first on Delegate.| Delegate
When it comes to launching a Salesforce project, internal testing and User Acceptance Testing (UAT) are two critical steps that serve different goals. Both are vital, but they focus on separate parts of the puzzle. Internal testing is about ensuring everything works, while UAT is about ensuring everything works well for users. Why It Matters […] The post Why Internal Testing and UAT Are Essential for Successful Salesforce Projects appeared first on Delegate.| Delegate
The age-old dilemma: “Do you want it done fast, or do you want it done right?” Anyone working within the Salesforce ecosystem is familiar with this balancing act. We’re under constant pressure to deliver—fast. Stakeholders expect quick solutions to complex problems, and deadlines can feel more like sprints than sustainable timelines. But the reality is […] The post Fast or Right? Finding the Balance for Long-Term Success appeared first on Delegate.| Delegate
Q4 is the final stretch, and RevOps teams must execute with precision. Every decision matters—not just for closing deals this year but also for setting up a strong Q1. Here’s a streamlined guide on using Salesforce and your tech stack to deliver results and avoid common pitfalls. 1️⃣ Accelerate Your Pipeline Why It Matters:The clock […] The post 5 Top Tips for RevOps Teams: How to Close The Year Out Strong! appeared first on Delegate.| Delegate
Salesforce’s latest feature, Agentforce, promises to change how businesses use AI to handle tasks across various roles. Whether creating personalized marketing campaigns or helping sales teams manage territories, Agentforce offers some exciting possibilities. But how does it work, and what does it mean for your business? What is Agentforce? Agentforce lets you build AI agents […] The post Salesforce Agentforce: What You Need to Know appeared first on Delegate.| Delegate
At Delegate, we’re excited to spotlight one of our key partners, Box, a leader in content management and collaboration. We’re proud to sponsor their upcoming conference, BoxWorks, which showcases innovative solutions that empower businesses to manage content more efficiently. If you’re curious to learn more, check out BoxWorks here. Box for Salesforce: Seamless Content Management […] The post Delegate Partnership Spotlight: Box appeared first on Delegate.| Delegate
Dreamforce 2024 was an incredible experience for us at Delegate! It provided the perfect opportunity to connect, collaborate, and strengthen our relationships within the Salesforce ecosystem. I was honored to represent Delegate alongside industry leaders and innovative partners, and I want to share some key takeaways from our conversations. Partnerships That Made an Impact: Box […] The post Partnerships in Action! Dreamforce 2024 appeared first on Delegate.| Delegate
I recently had the privilege of representing Delegate at Catalyst, a dynamic conference hosted by Partnership Leaders, a thriving community for partner professionals. During my session, I delved into a topic that strikes a chord with many in our industry: “How to Sell with SIs in the Salesforce Ecosystem.” Why This Matters For many Independent […] The post How to Sell with SIs in the Salesforce Ecosystem: Insights from Catalyst Conference appeared first on Delegate.| Delegate
Why it matters: With AI becoming an increasingly powerful tool in business, the art of asking the right questions is more critical than ever. We’ve all seen it: A Salesforce org becomes bogged down with specialty apps, clumsy automations, custom objects, and endless fields—the culprit? Solutioning before asking the right questions. In an AI-driven world, […] The post Elevate Your Game: The Power of Questions in the Age of AI appeared first on Delegate.| Delegate
At Delegate, we connect our clients with top-tier talent to help them reach their goals—Kylee Cook is a standout example. With five years of experience in Salesforce Marketing Cloud, Kylee is not just an expert in her field—she’s a strategist who knows how to drive success. Her journey into Marketing Cloud might have started by […] The post Spotlight on Kylee Cook – Your Marketing Cloud Expert at Delegate appeared first on Delegate.| Delegate
The world of professional services thrives on expertise, trust, and efficiency. While consulting firms and Professional Service Providers (PSPs) offer invaluable guidance to their clients, navigating the complexities of project management and client relationships within Salesforce can be challenging. Many PSPs struggle to translate their initial Salesforce implementation into a strategic advantage, leading to three […] The post From Project Chaos to Confidence: Optimizing Salesforce for Pro...| Delegate
Effective lead tracking is the foundation for nurturing high-potential leads and maximizing your conversion rates. Learn the best practices. The post Elevate Your Lead Generation Game: Expert Tactics and Tips appeared first on Delegate.| Delegate
Learn the 3 actionable tips to win customer acquisition with Salesforce: personalize outreach, automate lead nurturing, & optimize with data-driven insights. The post How to Build a Winning Customer Acquisition Strategy appeared first on Delegate.| Delegate
Generic Salesforce URLs hurt brand image & trust. My Domain creates branded URLs for a seamless, secure & personalized user experience. The post Salesforce My Domain: The Must-Have Feature You’re Missing appeared first on Delegate.| Delegate
Secure your client data with an optimized Salesforce with three key strategies. Learn how Delegate helps cybersecurity companies like yours. The post Cyber Defense Advantage: Building a Secure Salesforce for Cybersecurity Companies appeared first on Delegate.| Delegate
Going B2B2C? Manage complexity, adapt to change & ensure growth with Salesforce. Unlock data, automate workflows & embrace AI. Learn how! The post B2B2C Growth on Autopilot: Future-Proof Your Operations with Salesforce appeared first on Delegate.| Delegate
Going B2B2C? Complexities abound. Learn how Salesforce helps manage customer relationships, integrate sales channels, & track costs. The post Adapting to Business Changes: How to Achieve a Smooth B2B to B2B2C Transition appeared first on Delegate.| Delegate
Fintechs face unique challenges with Salesforce. Discover 5 key hurdles & strategies to conquer them. Secure data, integrate systems, & unlock insights. The post How Fintechs Can Overcome 5 Salesforce Challenges appeared first on Delegate.| Delegate
In a dynamic business environment, strategic pivots are inevitable. For business decision-makers, aligning technical teams with these shifts is paramount for success. However, technical teams often face unique challenges during these transitions. A study by Dynatrace in 2021 revealed that 49% of CIOs identify segregated operations between business and IT departments as the most significant […] The post How to Successfully Guide Technical Teams Amid Strategy Changes appeared first on Deleg...| Delegate
New to Salesforce? This guide simplifies confusing features like Leads vs. Contacts & Campaigns, helping you align GTM teams for growth. The post Salesforce for Beginners: Demystifying the Platform for New Users appeared first on Delegate.| Delegate
A disjointed go-to-market strategy can stall growth and limit market penetration. Despite the substantial benefits of aligning marketing and sales, such as a 38% increase in closed deals and a 208% surge in revenue, a striking 96% of revenue professionals face challenges in achieving this alignment. Misaligned marketing and sales efforts, a common pitfall, lead […] The post Missed Opportunities? Alignment for Go-To-Market Success appeared first on Delegate.| Delegate
The Global SaaS Market is projected to expand, reaching a substantial value of USD 720.44 Billion by the year 2028, a significant CAGR of 25.89% over the forecast period (2022 – 2028). The market’s impressive growth trajectory is poised to create promising opportunities and drive advancements in the technology landscape. However, with fierce competition and […] The post SaaS Growth Strategy Makeover: Identify & Overcome Your Biggest Roadblocks appeared first on Delegate.| Delegate
Today, making informed decisions with speed and accuracy is critical. Salesforce Einstein, the platform’s embedded artificial intelligence (AI) engine, empowers organizations with the insights needed to outpace the competition. A study published in the Harvard Business Review indicated that businesses integrating AI into their sales operations experienced a surge of over 50% in leads, alongside notable […] The post How Salesforce Einstein Makes Your Business Smarter appeared first on Del...| Delegate
Salesforce + IoT = Business Transformation. Explore how to connect devices, gain data insights & automate tasks to optimize your operations. The post Salesforce and IoT: Unlocking New Business Opportunities appeared first on Delegate.| Delegate
The 2024 sales landscape is undergoing a rapid evolution, driven by technological advancements, shifting customer expectations, and a dynamic global market. A recent study indicates that 89% of business buyers prioritize the experience offered by a company on par with its products and services, with 82% willing to invest more for an exceptional experience. Salesforce, […] The post Three Sales Trends You Can’t Miss This Year appeared first on Delegate.| Delegate
Protect customer data and avoid GDPR fines. Learn how Salesforce features streamline compliance, from data requests to consent management. The post Is Your Salesforce GDPR Compliant? Here Are Three Key Considerations appeared first on Delegate.| Delegate
Turn leads into gold! Explore how Salesforce's features can transform your sales pipeline with lead capture, nurturing & personalization. The post From Lead to Gold: How to Supercharge Your Pipeline with Salesforce appeared first on Delegate.| Delegate
Discover how Salesforce enhances remote sales teams for global success: collaboration, automation, and data-driven strategies for growth. The post How to Empower A Remote Sales Operations With Salesforce appeared first on Delegate.| Delegate
The B2B sales landscape is shifting at an unprecedented pace. Customer expectations are evolving, competition is fierce, and traditional approaches are no longer enough. Unfortunately, based on a survey from Salesforce, sales reps only allocate 28% of their workweek to selling activities due to manual work. To thrive in this dynamic environment, you need agile […] The post B2B Sales Strategies: Adapting to the Changing Market appeared first on Delegate.| Delegate
In the diverse world of business, one size rarely fits all. This truth extends into the realms of customer relationship management (CRM) systems, imagine a CRM tailored to your specific processes, workflows, and data requirements. That’s the magic of Salesforce customization, transforming it from a generic tool to a strategic asset driving your business forward. […] The post Customizing Salesforce to Meet Your Unique Business Needs appeared first on Delegate.| Delegate
Boost your sales with Salesforce by implementing targeted landing pages, automated lead management, and personalized nurturing campaigns. The post Salesforce Strategies for Better Lead Generation appeared first on Delegate.| Delegate
Good customer service transforms 86% of one-time clients into long-term brand champions. Whether you’re a seasoned service pro or looking to elevate your customer experience, these latest and most powerful Service Cloud features will help you deliver exceptional service, boost efficiency, strengthen customer relationships, and of course, increase revenue. Here are the highlights: 1. Embrace […] The post Maximize Customer Growth with Salesforce’s New Service Cloud Features appeared fir...| Delegate
Never worry about Salesforce ever again. Work with the best Salesforce talent in the country, using a flexible, innovative services platform.| Delegate
Are you spending too much on sales? A high operating cost for your sales team lowers your overall ROI, leaves money on the table, and is often a sign of| Delegate