Andy Fraser

Welcome back to Salesforce for Non Profits with Katie Ross ☁️ (KJ) Today is episode 4 where we are going to be taking a closer look at Contacts and Accounts in Salesforce 💻 Watch the episode here: https://lnkd.in/e2Ai55kq Be sure to subscribe to our Youtube channel where we post training videos reguarly! #Salesforce #SalesforcePartner #KnowledgeShare #Training

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Is payroll complexity holding your business back? In this video, Simon Puryer, our Payroll Executive Director – Practice Lead, highlights the main areas of your payroll function to optimise for maximum efficiency and how LACE Partners can help with your quest. Learn more about our Payroll service - https://lnkd.in/dMN3JwiS Don't let payroll complexities slow you down—reach out for the support you deserve. #HR #Payroll #LACEPartners

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Ready to level up your Salesforce investment as we stride towards the new financial year? 📈🚀 Our latest blog article offers a strategic approach to help you maximise your budgeting for Salesforce and stay ahead of the game. Plus, we've included a practical budget checklist to help guide your decisions. Download it now and start the financial year off on the right foot! 👣📑 Check out the blog below. #Salesforce #Investment #Budgeting #SalesFix

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🤝 Are you making the most of Relationship Insights? If not, you're missing out on valuable insights that could revolutionise your customer engagement strategy. In our latest Thursday Tips and Tactics, we delve into the world of Relationship Insights within D365 Sales and how it can benefit your business. Relationship Insights within Dynamics 365 Sales offers powerful widgets that provide valuable insights into your interactions with customers. Here's how you can leverage these widgets to boost customer engagement and drive success: 1. Summary Metrics and KPIs 📊: Gain a quick overview of your interactions with customers through emails, meetings, and phone calls. Use this summary to identify trends and areas for improvement in your customer engagement strategy. 2. Top Contacts 🌟: Identify the most active contacts from both your organisation and the customer's organisation. Knowing who the key players are can help you prioritize your efforts and tailor your communication to their preferences. 3. Customer Interaction Analysis 💬: Compare interactions initiated by you and your customer's contacts. This analysis provides valuable insights into communication patterns and can help you adjust your approach to better align with customer expectations. 4. Email Engagement Summary ✉️: Understand how customers interact with your emails. By tracking email engagement, you can gauge customer interest and tailor your communication accordingly. 5. Email Sent/Received Ratio ⚖️: Monitor the balance of emails sent by you versus the customer. A balanced ratio indicates healthy engagement, while imbalances may signal the need for adjustment in your communication strategy. 6. Relationship Activities 🔄: Dive deep into interaction trends over the past 60 days. Analyse the frequency and types of interactions to ensure consistent engagement and identify opportunities for improvement. To explore how we can assist you with your existing system or look into implementing Dynamics 365, get in touch with us today! [email protected] www.crmknowledge.co.uk

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Here are just some of the facts about our Salesforce experts; ⭐100 years of combined Salesforce experience 📜110+ Certifications between them 🖥️Worked with over 10 Salesforce products 📝Experience in 12+ sectors Learn more about our experts and how they can assist you. https://interwho.co.uk/ #interwho #salesforce #interviewexperts #ourexperts #interview

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Discover why Oracle Fusion remains the top pick for organizations navigating today's competitive business landscape. Unlock modern, integrated, and cloud-based solutions to streamline operations and fuel growth. Website: https://marketcloud.co.uk/ Email: [email protected] . . . . #MarketCloud #digitalfirst #futureproof #competitiveadvantage #scalability #agility #automate #integration #security #datadriven #customercentric #cloudmigration #oracle #oraclefusion #oraclecloud #cloudcomputing

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❓How do you manage your sales quotes? 🎙️Our Customer Success Manager, Alex, explains how to cut time-consuming manual processes out of your quoting workflow to optimise staff productivity and improve customer experience. 💡 Discover quoting best practices that streamline every touchpoint from quote to invoice in this on-demand webinar ➡️ https://ow.ly/GUPC50TlHiS We teach you how automating your quote-to-order workflow can help you: 🔓 Standardise brand consistency 🔓 Eliminate bottlenecks from your operations 🔓 Pull accurate pricing and product data, every time! #CRM #ProspectCRM #StockAwareCRM #No1StockAwareCRM #Wholesaler #Manufacturer #Distributor #Sales #B2B #B2BSales #InventoryManagementCRM #CRMSoftware

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New to our Tether News and Insights blog: "Developing the Right Goals: Aligning Salesforce with Clear Business Objectives." In this blog John Hennessy emphasises the importance of setting clear business goals and embedding them into everyday processes using Salesforce. Read up on highlights of real-world applications, showcasing our role in enhancing productivity and achieving business success. https://lnkd.in/dYwaGhEs #businessobjectives #SMART #Salesforce #Tether

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Maximise Your ServiceNow Investment with Our Free E-Book! Is your ServiceNow investment delivering the ROI you expected? If not, you're not alone. Many businesses struggle to utilise the full potential of their ServiceNow platform. That’s where we come in. At Enable, we specialise in turning potential into performance. Our comprehensive E-Book, ServiceNow ROI: Turning Potential into Performance, is packed with strategies to help you achieve significant and measurable business benefits. 🔗 Download Your Free E-Book Now: https://lnkd.in/gigGZTTK What’s Inside:  🔹 How to align your projects with strategic business goals  🔹 Methods to accurately forecast benefits  🔹 Steps to establish clear baselines for measuring success  🔹 Techniques to validate and report on realised benefits Don’t miss out on these valuable insights! 

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Scottish Summit 2024 was an incredible event! 📈The latest updates to Power Platform and Dynamics 365 CE for 2024 are set to transform the way businesses operate and innovate. 🧍‍♂️🧍‍♀️Valuable Connections: Our founder Erfan M had the pleasure connecting with Microsoft Partners, End-users, thought leaders and the community. These insights will allow us at Link Xperts to continue supporting clients with cutting-edge talent and strategies. 📣 A big thank you to all the organisers, volunteers and sponsors who enabled for such an event to take place. What were your key takeaways from Scottish Summit 2024? Let’s discuss how we can use these advancements to drive success! #scottishsummit2024 #dynamics365 #powerplatform #azure

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New to our Tether News and Insights blog: "Building on Success: Aligning Business Goals to Salesforce Adoption." In this blog Sean Collins discusses how aligning business goals with Salesforce adoption can maximise productivity and drive growth. Discover the power of customisation, intuitive user interfaces, and expert training to propel your organisation forward. https://lnkd.in/dp3UM2FB #businessgoals #digitaltransformation #Salesforce #Tether

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Cleaning up AllContacts in Salesforce Marketing Cloud can be a DIY job. However, due to the complexity, it can cause issues if not done correctly. Emma Kenny, our practice lead for Salesforce Marketing Cloud has developed a guide to show you how to go about it. Of course, sometimes these tasks are best left to the experts in which case, Westbrook with more than 15 years of Salesforce implementation experience is there to assist you. https://lnkd.in/eDbhGeW9 If you use the guide, let us know how it went in the comments below. #salesforce #marketingcloud #salesforceimplementationpartneruk #salesforcepartner #westrbookwisdom #westbrook

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New Blog Alert ⏰ Joseph Mills our Business Development Manager has written a fantastic blog that sheds a light on the benefits of choosing Salesforce for your Inventory Management. Whether you are new to Salesforce or an experienced hand, we think this blog will help you understand the benefits of growing your business with Salesforce and Apptituda ☁️ 🚀 Please check it out below 👇 https://lnkd.in/eqzbNh7A #CRM #Salesforce #InventoryManagment #Stockcontrol #blogposts #WMS #ERP #Stapp #Apptituda

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📈 Automatically categorise cases, prioritise by customer emotion/urgency and track the efficiency of agents/processes to maximise first contact resolution with Automatic Salesforce Case Categorisation. Find out more - https://lnkd.in/eCgMXEEd #salesforce #contactcentre

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Dreamforce 2024 is just one week away! Trying to map out your agenda for the biggest Salesforce event of the year? Our CTO Keir Bowden shares his personal top three session recommendations in the video below. For more Dreamforce must-attend sessions, check out our latest blog: https://hubs.la/Q02P4Gp80 #Salesforce #Dreamforce #DF24

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Rep adoption is key to the success of your CPQ 🔑 We spoke to experts James McArthur 👋 , Mark Walker, and Chris Stabile about how having a set of power users in the decision-making process is hugely important for rep usability going forward. Check out our clip below for a preview. For more with James, Mark, and Chris, watch our entire Webinar on CPQ Implementation Failures. 📽️ Now available on-demand here: https://hubs.la/Q02y93D-0

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