Whitepapers & ebooks
Free Salesforce Whitepapers :
Learn how Cloudalyze makes organizations more productive and allows them to focus on the things that matter most to grow their business.
GET MORE FROM YOUR LEADS
If you’re in business-to-business (B2B) sales, you likely have one overarching goal: Acquire new customers. Leads are your starting point, your currency, your ticket to success. You should look upon them with delight. Yet the majority of sales reps and managers have a love-hate relationship with leads. How did that happen?
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PRODUCTIVITY SECRETS OF SUCCESSFUL SALESPEOPLE
When it comes to self-motivation and drive, salespeople have it in spades.
You know how to dig deep and push harder each day to make that last call or log those final critical activities. But the best sales reps are always on the hunt for new ways to work, not just harder, but smarter, too.
Download PDFYou know how to dig deep and push harder each day to make that last call or log those final critical activities. But the best sales reps are always on the hunt for new ways to work, not just harder, but smarter, too.
SALESFORCE HEALTH CLOUD
Healthcare payers are awash with data, thanks to years of collecting claims information and demographic data about their members. However, even with modern technology,
analyzing and making sense of this data remains a significant challenge for insurance carriers.
Download PDFanalyzing and making sense of this data remains a significant challenge for insurance carriers.
Salesforce Health Cloud Feature Set
For over 19 years, healthcare and life science companies of all sizes and types — provider, payer, health system, pharmaceutical, and medical device companies — have relied on Salesforce to help drive productivity and increase revenue. Now, with Health Cloud, organizations can also take patient relationships to the next level.
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Accounting Subledger
As your organization grows, you might invest in various systems to support your growing operations. Although having several, separate systems might appear manageable, disconnects can limit productivity and transparency within and outside the organization.
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Introducing To ELEVATE
Salesforce.org Elevate* has all the necessary building blocks to support a seamless donor journey.
It is a fully integrated solution for fundraising, consisting of donation pages that are easy to set up, with payment processing, an application that fosters deeper engagement through volunteering and giving, and the ability to scale to millions of potential new donors.
Download PDFIt is a fully integrated solution for fundraising, consisting of donation pages that are easy to set up, with payment processing, an application that fosters deeper engagement through volunteering and giving, and the ability to scale to millions of potential new donors.
Salesforce For Grants Management
Salesforce gives foundations and nonprofits who disburse awards and grants a simple way to track, manage and deliver funding programs. Grantees can easily find and apply for grants through an additional grantee portal, engage directly with you and share outcomes.
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Mission Data Unlocked
The role of nonprofits has never been more critical in society as demand for services and desire for involvement in mission work increases. But, many times nonprofits don’t have the data they need to make decisions quickly, and have less and less time to prepare reports and analytics to visualize data.
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Gain a Unified View of Giving to Drive Fundraising Performance
Fundraising Solutions from Nonprofit Cloud, bring best in class CRM technology to nonprofits to do
just that - track all your donor information in one place, and build stronger relationships with your donors that can have a dramatic positive impact on your fundraising productivity.
Download PDFjust that - track all your donor information in one place, and build stronger relationships with your donors that can have a dramatic positive impact on your fundraising productivity.
Nonprofit Success Pack
Nonprofit Success Pack (NPSP) is nonprofit Technology built on the World’s #1 CRM to fund and run your mission. NPSP makes it easier for you to use Salesforce to manage the core relationships between individual donors, program participants, or volunteers, their households, and the companies they work for.
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Nonprofit Cloud for Program Management
Leveraging the #1 CRM in the world — Salesforce — your organization can understand what interventions or activities are most effective, adjust your services to be a better fit for your clients’ needs, or help you expand into new program areas.
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Nonprofit Cloud for Fundraising
Fundraising, in an increasingly digital world, requires strategies that are embedded, or led by technology. 85% of nonprofit professionals say technology is the key to the success of their organizations, yet only 23% report they have a long term vision for technology.
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Program Management Module With The Nonprofit Success Pack
Program Management Module provides you with a standard framework to help you track any type of program or service, regardless of complexity.
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Salesforce for Grantmakers
Connect, Deliver and Grow Your Philanthropic Mission Manage your entire philanthropic giving with solutions for grants management, communications, grantee engagement and more with Nonprofit Cloud.
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Digital-First Recipes for Nonprofit Success
Nonprofits have known for some time about the need to shift toward digital–first models for fundraising, program management and marketing. Donors and constituents are increasingly living digitally–centric lives, and nonprofits have had to pick up speed to meet those fellow humans where
they are. The current crisis has only accelerated this shift.
Download PDFthey are. The current crisis has only accelerated this shift.
Salesforce Nonprofit Cloud Case Management
With Nonprofit Cloud Case Management, you can deliver personalized services to help clients progress towards their goals. By having your programs, services, and clients in a single system, you can ensure no one falls through the cracks and they get the quality of care they deserve.
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Digital-First Fundraising Strategies
Fundraisers need to become more agile in an unpredictable world. A digital-first strategy allows you
to connect with your constituents wherever they are with personalized communications across channels, which helps you raise more money at less time and cost
Download PDFto connect with your constituents wherever they are with personalized communications across channels, which helps you raise more money at less time and cost
Donor-Centric Fundraising
As nonprofits we are mission focused and we should be! We rely on donors of all kinds to fund our missions and then we use their donations to fulfill our purpose. We solicit, they give, and then we use their donations to further our mission. That’s been the model for a really long time, but the world around us is changing. It’s becoming more modern and consumer (read: donor) expectations are changing.
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A salesforce health check could be just what the doctor ordered
Salesforce CRM Health Evaluation service helps organizations identify any gaps limiting the productivity of your CRM. Our evaluation analyzes the problems specific to your company's deployment of Salesforce CRM and identifies the opportunities available to recognize the desired advantages from the CRM.
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How to optimize your lead generation process using marketing cloud
An upgrade of your lead management attempts empowers sales groups to transform prospects all the more as often as possible and improve consumer loyalty scores.
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How salesforce community cloud helps organizations in transforming partner, customer, and employee engagement
In our present swiftly modifying business generation, maintaining commitment and alignment between customers, partners, and employees are crucial in enduring long-term achievement.
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How to increase lead qualification and lead conversion using Salesforce.Com
The Sales Cloud has helped organizations transform their businesses across every crucial metric. Majority of the customers have seen a 28% increase in ‘lead qualification’ and 38% increase in ‘lead conversion.’ And all these major metrics constitute to the most important metric, which is increase in sales.
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How to optimize your Customer Support using Salesforce.com
The world has changed. Individuals and gadgets are more associated with each other, clients are more engaged, and organizations have more information readily available than earlier times. We have entered the period of the network, where people expect a computerized, flexible, and seamless customer support.
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How to make your Customer Support Agents more productive by using Features of Service Cloud
Salesforce Service Cloud will help you in delivering intelligent and personalized support across the globe, no matter where you are based. Through Service Cloud, you can offer support to your customers through their preferred channel via email, mobile and chat options of their choice via LiveMessage.
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