Blog-New - RelationEdge

Nov 12

How to Clean Your CRM Data — And Keep It That Way

Many people think a customer relationship management (CRM) platform is just for the sales team, but your CRM actually contains information about the entire customer lifecycle that is useful to all departments. And when your CRM is integrated with other platforms, like your marketing automation software, that creates even more... Read More →

November 12, 2019
Jordan Friedman
Customer Relationship Management, Technology

Oct 24

6 Common Roadblocks When Implementing CPQ Software — And How to Overcome Them

Your company’s sales team is growing and your books are in the black. Good news all around, right? Yet with significant growth comes increased complexity — and if your Configure, Price, Quote (CPQ) process isn’t growing with you, the pain points will become evident sooner rather than later. Manually configuring... Read More →

October 24, 2019
Rob Hawthorn
Salesforce, Technology

Oct 21

Geofencing in FSL: Why You Should Partner With an Expert Before Starting

If your company relies on a mobilized workforce to fulfill customer needs and you’ve decided to go with Salesforce Field Service Lightning (FSL), congrats on a great decision! FSL is a wonderful platform to optimize the productivity of all of your staff and make sure your customers receive a level... Read More →

Oct 18

Struggling with Employee Resistance to Change? Matt Stoyka Has Some Tips

Matt Stoyka, Rackspace’s Chief Relationship Officer and founder of RelationEdge, knows firsthand the importance of getting people on board with change efforts. In his years of experience helping businesses manage successful transformation, he’s identified involving front-line employees as a top priority and learned a lot about how to overcome the... Read More →

October 18, 2019
Sam Stone
Business Growth, Business Process, Technology

Oct 16

5 Common Quoting Process Issues — And How to Solve Them with CPQ

Beyond wasting time and causing frustration to both your staff and customers, issues in your company’s quoting process can do real damage to your bottom line. In an ideal world, there would be a smooth and seamless turnaround between a customer requesting a quote from your company and receiving it. ... Read More →

October 16, 2019
Rob Hawthorn
Salesforce, Technology

Oct 13

Americas Sales Leader Adam Plummer on the Future of RelationEdge

Americas Leader of Application Sales Adam Plummer has been with RelationEdge since our early days, when he came on board as a regional co-founder by starting the Chicago office. He was recently promoted from Market President of the Midwest to his new role, in which he’ll be responsible for overseeing... Read More →

October 13, 2019
Adam Plummer
RelationEdge Company News, Sales, Technology

Oct 11

7 Ways Field Service Lighting (FSL) Helps Field and Service Workers

When your workforce isn’t centralized, your customers are at a higher risk of falling through the cracks. Sometimes a dispatcher can’t reach a technician on the road, or a service van might lack the proper parts to complete a task. A technician may even get lost searching for a wrong... Read More →

October 11, 2019
Kortney Cervantes
Business Process, Salesforce, Technology

Oct 09

3 Digital Marketing Trends Here to Stay in 2019 — and Beyond

As we head into the last quarter of 2019, the Digital Marketing Services team here at RelationEdge has been working to keep pace with the latest and greatest in digital marketing trends. Members of our team attended both Salesforce Connections and San Diego Interactive Day to learn about what’s new... Read More →

Sep 19

How to Build and Use Buyer Personas In Your Marketing Automation Efforts

Today’s buyers expect personalized communication and experiences. In order to deliver personalized messaging, you first need to understand who your customers are. A good strategy for personalizing your marketing efforts starts with buyer personas: fictional profiles that capture traits of your typical or ideal customers, from their pain points and... Read More →

Sep 12

Are You Using Your Marketing Automation Platform to Its Full Capacity?

If you’re only using marketing automation to send out an email newsletter now and then, you’re missing out on powerful opportunities to engage your customers at every step along the path from lead to loyalty. You might feel overwhelmed by the number and variety of options your marketing automation platform... Read More →

September 12, 2019
Karisa Booth
Marketing, Marketing Automation, Technology

Nervous About Converting From Classic to Lightning? Learn From This Company’s Success

We know that change is never easy — and if your company has been using Salesforce Classic for some time, you may be nervous about... Read More →