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The benefits of integrating Salesforce with Sage

Salesforce is obviously a powerful tool for your sales team to manage contacts and orders, but you’re probably using a couple of other systems or applications to manage your business. Perhaps you’re using dedicated ERP system, such as Sage 200 / 300, or an accounting package, such as Sage 50.

The challenge that arises from this scenario is the disconnection between the systems and lack of data sharing. It can deprive Salesforce users of critical information required to drive sales and revenues, and can cause a significant amount of repetitive, bi-directional data entry.

Read moreThe benefits of integrating Salesforce with Sage

Salesforce Spring ‘19 Release Highlights

Spring is coming! Despite feeling like winter hasn’t really got going yet in the UK, a new Salesforce release is just around the corner. Here are our picks for the most interesting and exciting elements of the Spring ‘19 release.

As usual, please take all of these with a healthy pinch of salt, as they aren’t set in stone and may be subject to change ahead of go-live. We’ve broken the highlights down into three sections; for users, for admins and for developers.

Read moreSalesforce Spring ‘19 Release Highlights

Salesforce Spring ‘19 Release Highlights

Spring is coming! Despite feeling like winter hasn’t really got going yet in the UK, a new Salesforce release is just around the corner. Here are our picks for the most interesting and exciting elements of the Spring ‘19 release.

As usual, please take all of these with a healthy pinch of salt, as they aren’t set in stone and may be subject to change ahead of go-live. We’ve broken the highlights down into three sections; for users, for admins and for developers.

Read moreSalesforce Spring ‘19 Release Highlights

Salesforce AI introduces ‘conversational CRM’ with Einstein Voice

Gamechanger alert: The AI advancements of Salesforce Einstein continues with a new speech UI and voice bot platform for Salesforce users. Yep, you read that correctly. Welcome to the future.

Ahead of Dreamforce this week, Salesforce announced the Einstein Voice platform, composed of two shiny new updates — the Einstein Voice assistant and Einstein Voice Bots. Voice Assistant is a speech UI for Salesforce, accessible through the Salesforce app or smart speakers, and Voice Bots help customers build their own voice assistants. Here’s the lowdown.

Create conversational updates with Einstein Voice

If these products perform as Salesforce say they will, using Salesforce is going to be more effortless than ever. Think about how much easier it’s going to be to simply talk to Einstein conversationally when you want to enter data or create memos — from anywhere! It’s an absolute game changer.

According to Salesforce, here’s how AI makes this all work:

As you verbally dictate your memo, Einstein Voice transcribes the audio stream to allow our natural language understanding models to classify what types of updates you need to make to the various fields in Salesforce. It then extracts and normalizes the inputs to match the required field formats, like the close date and deal amount for a given opportunity . . . Einstein Voice Assistant can create tasks and understand terms like “next month” to make sure Salesforce reminds you at the appropriate time. Einstein Voice Assistant finishes this all off by logging an event on the record and ensuring all relevant contacts are included in the event’s details, making you more productive.

How Einstein Voice can be used

So let’s say you’re a Sales guy on-the-go and you’ve just had a really great meeting with a client. You want to log your updates into Salesforce while the info is still fresh in your mind, but you’ve got another meeting to run to straight after so don’t have the time. Well, instead of sending a quick email to your team or worse, having to manually enter your notes when you get back to your desk, you can just chat to Einstein to verbally log the update through your Salesforce app.

Here’s a video demo that Salesforce CEO Marc Benioff posted on his Twitter.

Einstein Voice will find the relevant records and automatically update the fields with the latest info you’ve just spoken aloud. It can also create follow-up tasks, notify teammates, and apparently can even be configured to deliver daily, personalised briefings through smart speakers and the Salesforce app.

Build your own Einstein Voice Bots

‘In a matter of a few clicks’, you’ll be able to build your own voice assistants without any code. You’ll also be able to brand it up for your unique company and use it with any smart speaker like Google Home or Alexa. This could make it incredibly easy for companies to embrace AI-powered customer experiences that are more useful, more engaging, and much quicker to roll out.

When will this be available?

These products won’t be available to Salesforce users until Summer and winter 2019 and pricing hasn’t been determined yet. However, this is definitely giving us a sneak peek into how Salesforce are leading the way to the future of CRM systems. We’re keeping a peeled eye at Dreamforce for more brilliant updates. Follow us on Instagram to see what we get up to in San Francisco! 

Image and information sourced from Salesforce

What is Pardot?

Born into the Salesforce family, Pardot is a marketing automation platform designed to help b2b marketers of all sizes amp up their inbound efforts. It’s built on the World’s #1 CRM platform and is designed to be super easy to use, with an intuitive interface that guides you into building effective marketing campaigns. You can create amazing marketing campaigns, track and report on the effects of those campaigns, bridge the gap between marketing and sales, optimise from your results, and so much more.

Read moreWhat is Pardot?

oe:gen are now a Salesforce Silver Consulting Partner!

We’ve got some great news to share with you! All of our team’s hard work has paid off, and today we finally hit the Silver partner tier of Salesforce! We already knew we were dead good at what we do, but this means we’re now universally recognised as being dead good. Pretty cool, right?

Read moreoe:gen are now a Salesforce Silver Consulting Partner!

Winter ’19 release notes: 20 new updates for Salesforce users

It’s somehow that time of year again — the Winter ’19 release notes have become available to preview. Which is weird because I’m absolutely certain it was the start of Summer like, a minute ago? Anyway, we thought it’d be pretty helpful to post about some of the most currently talked-about new features for Salesforce users. So, here are 20 new updates to help you deliver even more connected customer experiences and build lasting customer relationships. Let us know which one’s your favourite!

Read moreWinter ’19 release notes: 20 new updates for Salesforce users