Category: Business

4 Tips to Make the Most of Dreamforce 2022

It’s almost September, and that means that all the best Salesforce experts from across the globe are making plans to meet up in the Salesforce hometown of San Francisco for Dreamforce 2022, a 3-day extravaganza happening from September 20-22 that’s part conference, part family reunion, part party, and all unmissable.  As an attendee, Dreamforce is both exciting and just a little bit daunting. After all, you want to make sure you’re getting the most out of your time spent, right? Here are a few tips to help you make the Dreamforce 2022 experience one that’s unforgettable–for all the right ...

7 Reasons (Awesome!) Salesforce Consultants don’t need a “Techie” Degree

That’s right, I said it. You don’t need a techie degree to become an awesome Salesforce consultant. As a Salesforce consultant with at least one engineering degree, I do not say that lightly. In fact, when I started Redpath Consulting Group in 2008, I firmly believed that to be a Salesforce consultant you needed a computer science/IT degree. And, I’m sure you’re wondering why! Well, it is obvious, isn’t it? Salesforce is a Customer Relationship Management (CRM) computer software system. So to become a Salesforce implementation consultant, clearly you need to be a software and computer engineer. Don’t you?... ...

What is Salesforce Governance and Why do I need it?

The word governance sounds formal and may bring up thoughts of “red tape,” “bureaucracy,” and “inflexibility.” So the mere suggestion of applying a governance framework to your Salesforce org might sound complicated, scary or not a good idea! Before I try and convince you that Salesforce governance is a good idea, let’s explore what governance is. Simply put, the idea of governance within technology is a set of best technology management practices that are followed by all. Now that we have a clear understanding of what governance is, would you agree it’s important? Do you also agree that your ...

Transforming Customer Engagement with Salesforce Service Cloud + Experience Cloud

A Big Acquisition Leads to a Messy Platform A leading provider of software solutions to healthcare organizations recently found themselves in a sticky situation. They had just acquired two other companies and realized that each company had its own Salesforce customer-facing Experience Cloud coupled with Service Cloud, leading to a variety of challenges involving integrating the two companies’ customer service options into their own setup. For one, the healthcare software provider’s existing Experience Cloud site was dated and confusing to its customers and could not easily incorporate new content such as single sign-on (SSO) capabilities and chat capabilities in ...

4 Things to Consider When You Implement Salesforce

Salesforce is the world's #1 cloud-based Customer Relationship Management (CRM) software that can transform how your organization operates, including improvements to marketing capabilities, staff data management, and customer experience. You can see how your organization is doing in all areas, including operations, finances, marketing, and sales, all in one platform that streamlines and optimizes your important work. However, you can't just buy a CRM software license and leave it at that; in order to get the most out of Salesforce, you need to adapt and customize it to fit your organization's needs. Without proper setup and adaptation, you're far ...

Redpath Consulting Group — Our Small Business Story

Established in 2008 and based in Minneapolis, Minnesota, Redpath Consulting Group was created with the desire to create a Silicon Valley like company in the midwest with the energy and culture for attracting an innovative and diverse team of people that are interested in a unique approach to delivering professional services. Co-founder, Paul Selway and I really wanted to create a company with a people-first approach that would drive an unstoppable force in providing extraordinary services within the communities we serve. We like to refer to this as our WOW factor. In the 14 years since ...

7 Reasons to Work With a Small Business

There’s a saying you’ve likely heard many times: bigger is better. But is it really true? If you get an ice cream cone that is four times what you actually want or need, is that truly better? Regardless of the item, if you’re getting more and possibly spending more on anything, is bigger really better? Perhaps quality is better than quantity? The same holds true when you’re selecting a business partner. As we celebrate #SmallBusinessWeek this week, here are seven reasons to consider working with a small business, like Redpath Consulting Group: # 1 — Emphasis on Transformative Innovation ...

How to create focused, KPI-driven Salesforce Dashboards

Dashboards can’t function without data. But too much data can also make dashboards irrelevant. As Salesforce’s functionality has increased, companies have migrated more and more of their important data into the solution. While this is great for powering valuable insights, the influx of information can also make it difficult to gain a succinct overview of your data. To keep dashboards relevant and useful for analyzing key company data, you need to create customized options. Here are some tips on building custom Salesforce dashboards and how you can use them to drive growth for your operation. Define your key results areas ...

5 ways to reinvent your support team with Service Cloud

In the modern market, email and web options have overtaken in-person communications as the go-to methods to meet customer needs. As such, the business world is now fixated on creating easy-to-access solutions in the cloud. If you have Salesforce, you already have access to out-of-the-box functionality that can be used to satisfy your goals. Even better, it’s quick and easy to implement. Today we will take a look at these Service Cloud features to see how they can support your efforts: Email-to-Case / Web-to-Case Service Console Web Chat Omni-Channel Routing Omni-Supervisor Solving your challenges with the right solution Let’s take ...

Better Salesforce security for remote work

Salesforce already utilizes some of the most advanced and sophisticated technology for internet security available today, and we’ve never needed it more. The system is a veritable treasure trove of any company’s most important data and that makes it target number one for would-be criminals. And they are employing some very nefarious tactics to get at your data. Because Salesforce servers are so secure, many cybercriminals have shifted away from hacking and instead are targeting individual people in an attempt to gain access to a company’s data. And with more and more employees working remotely with weaker protocols than the ...