Twistellar's Most-Read Blog Posts and Case Studies of 2024

Let’s begin:

Contents:

Since Salespeople allegedly secure deals that are 42% larger with Sales Navigator than without it, is it worth integrating with Salesforce?

The article, written by Valentine, a Marketing Automation expert at Twistellar, discusses the pros and cons of marrying Salesforce and LinkedIn.

Valentine discusses three ways to integrate LinkedIn with Salesforce, the possible bottlenecks and limitations of each option, and practical advice on performing the integration without data loss.

Official demos for Agenforce were easy, but in practice, admins still need to be aware of some unobvious setup pitfalls.

Following our recent Agentforce overview, we asked a certified Salesforce Developer to compose a hands-on guide on building an agent in Salesforce Agentforce covering all bases: creating flows, setting up agents, and deploying chat features on your website.

The guide contains ten meticulously outlined steps for building a service agent from scratch. It includes a realistic scenario for creating a case after a customer requests it via a website chat. The guide also features configuration tips and screenshots to eliminate setup and agent performance issues.

Why do businesses consider integrating Salesforce into their operations at all?

Salesforce is highly customizable and feature-rich. However, SMBs adopting Salesforce still face challenges such as high licensing costs, a steep learning curve, over-customization risks, and ongoing maintenance demands.

Salesforce QuickStart packages are a way to streamline implementation without overspending and receive the necessary scalable foundation in just a few weeks with only the tools you need. To help businesses understand what this service offers and what they can expect from QuickStarts, we answered the most common questions about them—like what’s included, costs, and timelines.

Salesforce’s history with nonprofits dates back to 2008 when the Salesforce Nonprofit Starter Pack was introduced as a free set of tools tailored to nonprofits. Over the years, the product evolved, becoming the Nonprofit Success Pack in 2016. In 2023, Nonprofit Cloud joined the family, and the feature sets for those two products might seem similar.

In our article, we sort through offerings and their differences, from pricing to tools to implementations. Having completed Salesforce projects for nonprofits, we offer insights based on real-life cases.

Nick, a Certified Salesforce Developer at Twistellar, summarizes which solution to choose for your nonprofit based on your current Salesforce setup.

Salesforce’s CDP has undergone several rebrands, reflecting both product evolution and shifts in focus.

It began as Customer 360 Audiences in 2020. In 2021, it was renamed Salesforce CDP to align with industry trends and market terminology. By 2022, it became Marketing Cloud Customer Data Platform, because of a Salesforce product rebrand. Later the same year, Salesforce introduced Genie, which significantly expanded marketing and sales use cases. In 2023, with AI innovation on the rise, it finally transitioned to Data Cloud.

Read about the nuances of Data Cloud and Salesforce CDP and how they are different (or similar), and explore which solution best aligns with your personalization goals.

If you’re using Salesforce Marketing Cloud to manage your email campaigns, this guide is for you.

ISPs like Google rigorously check DNS records for standard authentication protocols. Proper authentication helps prevent emails from being marked as spam, protects your brand from spoofing, and reduces spam complaints.

This article is written by Serge Koczanowski, Chief Technical Officer at Twistellar. Serge explains how to improve your email deliverability using The Sender Authentication Package (SAP) in Salesforce Marketing Cloud, paying close attention to features like a custom domain, a dedicated IP address, and Reply Mail Management (RMM) for better handling of replies and opt-outs. SAP uses authentication protocols like SPF, DKIM, and DMARC to ensure your emails are authenticated and not just validated, enhancing brand trust.

Although Marketing Cloud doesn’t have a dedicated survey tool, it is still capable of designing and sending surveys.

Our article explains how to approach customer surveys in Salesforce and your options to build a Salesforce Marketing Cloud survey—from native solutions you can use in your org to third-party solutions on a bigger scale.

To help you get started with survey automation more easily on your own, we prepared a free PDF guide that illustrates how to build a simple CSAT survey straight in Marketing Cloud.

Furthermore, 2024 brought many fruitful and remarkable collaborations. Here are a few of them:

With 65 million users and over 17 million wines, Vivino stands as the globe's premier wine app and marketplace, with plans to expand further in the coming years. To fulfill its mission to empower individuals worldwide to savor the essence of wine to the fullest extent, Vivino needed robust Salesforce architecture to match its business magnitude.

After a health check of Vivino's Salesforce Sales and Service Clouds to identify system inefficiencies and barriers to scalability, Twistellar offered strategic recommendations and put them to work. The primary task was to overhaul workflows, automations, system configurations, and reporting to create a more cohesive and productive work environment.

Spoiler: we succeeded.

Founded with the vision of excelling in the sports industry and doing good while conducting business, hummel, a Danish sportswear manufacturer, embarked on a journey to redesign the B2C section of its website for its brand, Newline Halo.

Initially, the company already worked with an external agency for their Salesforce development but faced significant challenges. The brand needed broad Salesforce expertise to address UI changes and account for multiple system integrations and customizations within Salesforce.

The redesign Twistellar delivered enhanced the user experience with updated navigation, hero modules, and media-rich sections while preserving essential backend processes like payment and data integrations.

Founded in 1989 by two visionary brothers in a quaint village with a population of around 200, the Extra Computer GmbH team has since grown to 200.

After being a key player in the market for over 30 years, Extra Computer GmbH recognized the need for a CRM solution to elevate its sales operations, gain deeper insights into sales performance, and streamline operations overall. The only thing missing was an implementation partner that could offer a delicate balance of technical oversight and internal team training. Twistellar emerged as the best fit because of the offered balance between expertise, flexibility, and budget.

Twistellar provided comprehensive managed services, tailored customizations, and advanced automations to fit the solution to the company’s needs. To foster project ownership, Twistellar provided training sessions and support for the client’s internal team.

As always, we are eager to complete more meaningful Salesforce projects, participate in many professional events, and share more tech and usability insights in the upcoming year.

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