Blog

A place where we share news, tips, and insider information on all things Marketing and Sales Automation Software

Subscription Centre

A client approached us with a request for a custom built subscription center to handle multiple types of communications with their clients. They used Marketo for their marketing communications, and did not want the default global unsubscribe to be the only option as their large scale and scope required several

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Record Locking in Salesforce

In the last post, we looked at implementing a custom version of the Salesforce vote object to avoid potential record locking issues for custom objects. We did this with a child helper object that contained the data, which was then rolled up onto the parent object. But what if we

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The Customer Journey Part 2

The Customer Journey is the crucial aspect of any business. Knowing and being able to personalize the interactions with every customer despite the scale of your company is the key element to success, no matter the level of automation. Salytics specializes in this journey, and this is the second post

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The Customer Journey Part 1

At Salytics, we use a lot of tools and terms everyday that sometimes we forget not everyone has been using. In this blog, we take a step back and try to explain the basics of what we refer to as the Customer Journey, which begins with marketing automation and ends

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Customer Support Portal

Our client was looking to switch their online customer service portal to one that was fully integrated with their Salesforce instance. Included in the requirements were 3 main sections of the portal: knowledge, support, and community. The portal would need to support internationalization (languages) in the future. The portal would

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Annual Subscription

When our client approached us to help speed up their processes we jumped at the opportunity to create a great custom solution that we expect many service companies could use. Our client’s products are predominantly year-long subscriptions to their services. As such, each opportunity within Salesforce represents a 1 year

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Switching to Secure Security (SSL)?

Anytime you have massive updates to do, interns everywhere quiver at the thought of manual labour. Fortunately for the interns at our client, Salytics was approached to automate the process of updating the links in their Marketo instance to ensure a smooth transition with their upgraded Security Certificate (SSL). To

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Integrate Your Systems

Here at Salytics, we often talk about integrating Marketo or Eloqua with Salesforce but for us, that is just where the integration begins. We look to integrate all of your platforms and this story about a client of ours really helps paint that picture. Our client had two different web

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Data Cleanse in Marketo

Salytics was approached to help an organization in the B2B space complete a data cleanse to ensure they received only high quality leads catering to a very specialized target clientele. Their existing setup used both Marketo and Salesforce and they were now focused on improving their workflow to solve very

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