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Feature Spotlight: Summer ’20 – Surveys

In Analytics Cloud / Einstein, Best Practices, Custom Development by MondayCall AdminLeave a Comment

What do your customers think?  It’s incredibly important to get the pulse of the customer but how can you do this at scale?  Surveying customers has always been a straightforward, and important part of objectively evaluating customer sentiment.  Customers often view surveys as a great way to provide feedback to the vendor – it’s almost expected (and welcomed) to be …

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Einstein Analytics – Salesforce Business Intelligence

In Analytics Cloud / Einstein, Best Practices by MondayCall Admin

The beginning of a new year is an exciting time. Re-living the glory of past accomplishments, learning from previous mistakes and applying fresh knowledge to create a strong plan for the coming year. One of the many lessons we’ve learned in our careers as sales and marketing leaders is the importance of goal setting early in the year. Clearly articulated …

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Tips and Tricks: Analytic Snapshots

In Analytics Cloud / Einstein, Best Practices, Tips & Tricks by Andy Yang

A valuable, but often overlooked resource in Salesforce is Analytic Snapshots. Using Salesforce, you can easily understand how your business is doing and the potential for growth. But what if you want to see how you’ve grown over time? Trend reporting can be difficult at a high level within Salesforce, but Analytic Snapshots make the process a little bit easier. …