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Salesforce

AI Agents vs. Chatbots in Salesforce: Which One is Right for Your Business? 

Target Everest | Feb 19 2025

In an increasingly digital world, businesses are leveraging AI-driven solutions to enhance customer engagement, streamline operations, and boost efficiency. Within Salesforce, two of the most widely used automation tools for customer interactions are Chatbots and AI Agents.  While both solutions aim to automate conversations and improve response times, they have fundamental differences in terms of capabilities, adaptability, […]

Salesforce

Guide On How To Create a Chatbot

Target Everest | Feb 05 2025

Activating Digital Engagement in Salesforce Setting up WhatsApp in Salesforce 1. In Salesforce Setup, search for “Messaging Settings”.2. Click the “New Channel” button to add a new WhatsApp channel. 3. Select the WhatsApp channel 4. Follow the instructions to configure the WhatsApp number. You will need to log in to connect to your Meta account. Creating an Einstein Bot 1.  Setting up […]

Salesforce

The Importance of Post-Sales Customer Support with Salesforce Service Cloud 

Target Everest | Jan 22 2025

Salesforce Service Cloud ensures post-sales customer support goes beyond closing a deal—it’s key to building lasting relationships, driving satisfaction, loyalty, and repeat business.

News

Target Everest and Docomotion Unite to Transform Discovery Hotels’ Document Generation Through Powerful Salesforce Integration

Target Everest | Jan 08 2025

In the competitive hospitality industry, maintaining seamless customer experience while efficiently managing operations is crucial. Discovery Hotel Management faced this challenge head-on when they decided to modernize […]

Marketing Cloud

Managing B2B Relationships with Salesforce Marketing Cloud Account Engagement 

Target Everest | Dec 10 2024

Salesforce Marketing Cloud Account Engagement (MCAE, formerly known as Pardot) is a native Salesforce CRM platform that offers B2B-focused marketing solutions. This platform helps companies manage relationships with leads […]

Salesforce

Top 10 Salesforce Features You Need to Know 

Target Everest | Nov 27 2024

Salesforce is a customer relationship management platform that helps businesses manage sales, customer service, support, marketing, among other things. Salesforce features enable data centralisation, process automation, and offers metrics that help improve business efficiency and personalisation in customer service.  […]

Salesforce

Salesforce Reports and Dashboards: How to Measure Sales Team Performance in Sales Cloud 

Target Everest | Nov 12 2024

In today’s competitive business world, having accurate and up-to-date data is essential for making strategic decisions and optimising processes. This is where Salesforce Reports and Dashboards shine […]

Salesforce

How Service Cloud enhances Customer Satisfaction with proactive solutions 

Target Everest | Oct 29 2024

Salesforce’s Service Cloud has transformed the way businesses interact with their customers, offering a unified, efficient, and personalised support platform. By centralising communication channels, Service […]

Marketing Cloud

Personalising the Customer Journey with Marketing Cloud Engagement 

Target Everest | Oct 15 2024

Salesforce Marketing Cloud is Salesforce’s B2C-focused tool that helps businesses deliver relevant campaigns and personalised content to each customer, while also supporting the development of […]

Salesforce

Innovations and Key Trends at Dreamforce 2024 

Target Everest | Oct 01 2024

Dreamforce 2024, held from September 17-19 in San Francisco, was the world’s largest AI event, showcasing innovations like Agentforce, the first platform for building autonomous agents. Attendees […]

News

Target Everest Partnership with Vera Solutions for Amp Impact on Salesforce

Target Everest | Aug 22 2024

LISBON, PORTUGAL | LONDON, UNITED KINGDOM, July 25th, 2024 — Target Everest is delighted to announce a new partnership with Vera Solutions, a social enterprise and Certified B Corporation. This […]

Salesforce

Salesforce Email-to-Case Tutorial

Target Everest | Aug 20 2024

Email-to-Case helps automate customer support by converting received emails from customers into cases and auto-populating fields for quick resolution. Email-to-Case on-demand service manages […]