Salesforce Cloud Services: A Deep Dive into Specifics

Being a mammoth in the world of customer relationship management, marketing automation, analytics, and data management, Salesforce offers a plethora of solutions for diverse business objectives.

How can your company manage its e-commerce activities or provide professional support? Is there a way to streamline marketing campaigns? These and other questions can be fully covered with Salesforce Cloud services.

Wrapping your head around their features might be a puzzler. In our blog article, we get you up to speed on the main clouds available in Salesforce and jump into their specific details and the benefits they will bring to your business.

What are Salesforce Cloud Services?

Salesforce Cloud services represent solutions for businesses that fulfill different requirements, such as:

  • Enhancing customer experience through fully customizable websites and online portals;
  • Managing processes in a sales team;
  • Delivering lightning-fast customer service;
  • Automating and gauging marketing efforts.

Why are these Salesforce products called “clouds”? It’s a snap: they are programmed to work via cloud computing – a way to access data and apps online, without server backup. This way, a business can connect with clients, partners, and employees with minimum effort.

6 Main Types of Salesforce Cloud Services

Now, it is time to discuss these 6 major clouds Salesforce provides, figure out the benefits, and reasons why your organization should implement them to increase efficiency:

1. Marketing Cloud

Thanks to the Marketing Cloud, you can keep close tabs on customer interactions, store valuable data and messages, coming to you from multiple channels (emails, online chat, or social media), and automate your marketing efforts.

One of its advantages is that you can build and manage email campaigns, check into customer engagement, and measure successful results (and understand where things went awry).

2. Experience Cloud

Experience Cloud helps companies create fully customizable websites and online portals for their customers, coworkers, and partners, called Experience Cloud Sites. They are connected to the CRM data in your Salesforce account. Acting as the perfect add-on to the other clouds on this list, Experience Cloud helps you:

  • Develop a specialized platform to collaborate with your audience with the Customer 360 concept;
  • Provide customers with impeccable customer support through knowledge bases, FAQs, Chatter Feed, etc.;
  • Leverage Salesforce CMS (Content Management System) to create and assemble content in one hub;
  • Build an on-brand portal with pre-built themes and Lightning components, setting up the color scheme, company logo, and styles.

What specifics do websites you build on Salesforce using Experience Cloud have? Miscellaneous! For instance, you can run a site for your nonprofit or membership organization, raise donations through it, and even gather ideas from your audience.

Salesforce Experience Cloud: The Tool for Digital Transformation in 2025

Experience Cloud is a Salesforce digital experiences platform empowered with technologies, products, and solutions that allows you to create personalized, fully-fledged sites and portals connected to your CRM data in Salesforce. Flexible, customizable, secure, and packed with excellent analytical and optimization tools, Experience Cloud is the best software for companies that are undergoing digital transformation.
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Thanks to its flexibility, Experience Cloud allows the integration of numerous third-party components for even greater results. To get the most out of your digital experiences, you can adopt the special Salesforce add-ons we offer at Advanced Communities. Just check out the perks coming along:

  • Modernize knowledge circulation within your company and deliver exceptional self-service to your customers or partners, ensuring greater productivity for your team.
  • Harvest valuable ideas from customers, coworkers, or partners;
  • Create, customize, and manage company-wide online or offline events;
  • Establish an efficient member management in your nonprofit organization or association.

Thus, you can use native-to-Salesforce apps for sharing documentation with customers or partners clearly and more effectively while encouraging self-service and collaboration (AC Knowledge Management Enterprise), collecting new feedback and ideas to enhance your products/services (AC Ideas Ultimate), managing all kinds of events (AC Events Enterprise), and organizing member’s data in your association (AC MemberSmart).

AC MemberSmart

See product details

To paint a brighter picture for you, this is what an Experience Cloud site may look like with the AC Events Enterprise add-on for event management:

AC Events on Experience Cloud

3. Sales Cloud

Are you in pursuit of a solution that could beef up your sales team’s productivity? Salesforce Sales Cloud is the best bet. Its primary objectives involve helping businesses get their sales process on track, close deals faster, and rationalize their overall cycle.

The features included in the Sales Cloud help sales teams organize customer information and control sales processes. Look at the toolset:

  • AI insights for more effective work;
  • Pipeline management;
  • Coaching tools for every sales rep to master their skills.

No doubt, this Salesforce cloud is everything sales teams have ever wished for.

4. Service Cloud

This cloud is one of the most frequently used ones from the whole package. It’s designed for businesses, wishing to jazz up their customer relationship management.

Thus, Service Cloud allows you to boost self-service, deliver personalized assistance via live chat, email, or phone, improve service reps’ productivity, and orchestrate customer information – all under the same roof.

Moreover, Service Cloud provides a feature-packed dashboard so that companies can capture and process customer data in real time, artificial intelligence to arm service reps with replies on the fly, and all-round reporting for the state of affairs.

5. Nonprofit Cloud

Nonprofit Cloud is specifically designed for nonprofits, charities, educational institutions, religious and cultural organizations to address the common challenges associated with all processes, such as fundraising, accounting, program management, grantmaking, etc.

Key features include:

  • Fundraising – track Fundraising Portfolio, build reusable segments of donors, monitor their performance, and process special gifts for various commitments or designations;
  • Program management – see every customer who has enrolled to your program and check their attendance;
  • Outcome management – specify all the outcomes you’d like to receive in the end of your program, create special metrics and KPIs to measure success, and make sure the results are satisfactory.

Your Experience Cloud site can be a powerful addition to Nonprofit Cloud if there’s a need to run a digital platform for donor and fundraiser engagement. You can deepen its efficiency with AC Events Enterprise and AC MemberSmart add-ons. Thus, you get maximum functionalities for organizing your nonprofit business processes: build member directories, provide access to donations&payments, manage subscriptions and donor relations, organize fundraising events, and raise money for your cause.

Nonprofit Cloud VS NPSP: Exploring the Key Differences

We’re hearing a lot of buzz about transitioning to Nonprofit Cloud, especially from nonprofits who previously used Salesforce’s NPSP pack. In this blog, we are providing you with an understanding of Nonprofit Cloud and its features, and exploring key differences between the solutions.
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6. Education Cloud

Education Cloud is designed with students and alumni in mind. It provides a suite of products specifically designed to meet the needs of educational institutions, including universities, colleges, and K-12 schools. The Education Cloud includes tools for student recruitment, admissions, advising, and alumni engagement, among other features tailored to the education sector. Thus, every customer who wants to become a scholar or already is one as well as businesses in the niche can experience these features:

  • Applications available across the entire student journey, from recruitment to admissions and alumni;
  • Robust platform to manage prospects, provide enrolment support, and monitor student records.

The abilities become more profound if you pair Education Cloud with an Experience Site. As Advanced Communities is a pro in this field, we deliver maximum value with our components. For instance, you can set up event management to run seminars/conferences, allow students to contribute their ideas, or develop an online portal for easy access to academic data.

AC Event component for Salesforce Experience Cloud site (Education)

Need a little nudge?

If you are new to Salesforce Cloud services or just need a professional touch, search for a solid ally. Speaking of, Advanced Communities is a Salesforce-certified community cloud consultant and an app provider that could be an asset and help you design your website using Experience Cloud from scratch, based on your requirements, and business objectives. Don’t hesitate to reach out to us – let’s shape your unique Salesforce journey together.

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    Q&A

    1. How many Salesforce Cloud Services are there?

    There are 6 main Salesforce Cloud Services: Experience Cloud, Marketing Cloud, Service Cloud, Nonprofit Cloud, Sales Cloud, and Education Cloud.

    2. Is Salesforce a SaaS or PaaS?

    Technically, Salesforce is both SaaS and PaaS. On the one hand, Salesforce is SaaS as its apps are hosted by third-party providers and you can access them with a stable Internet connection. On the other hand, it is a platform developers can use to create and deploy their apps.

    3. What is Salesforce Core Cloud?

    Salesforce Core Cloud refers to a set of solutions used to help companies skyrocket their customer support, boost marketing activities, and improve sales processes. Simply put, Marketing, Service, and Sales Cloud are involved in the Salesforce Core Cloud, usually bundled together.

    Experience Cloud Partner Portals: 5 Best Practices to Minimize Implementation Risks

    We know how hard and challenging it can be to build bridges with your partners and maintain a harmonious relationship with them. However, in Salesforce, there is nothing impossible. Thanks to Salesforce Experience Cloud, you can develop a website – aka a partner portal – where you can customize your partners’ experience in a matter of minutes. 

    That is why implementing a dedicated Salesforce Experience Cloud partner portal is a strategic move for businesses aiming to enhance partner engagement. In this article, we will break down essential considerations to create a seamless partner engagement experience on the Salesforce Experience Cloud.

    What is a Salesforce Experience Cloud Partner Portal?

    A Salesforce Experience Cloud partner portal (or a Salesforce PRM portal) is a specialized website or hub where businesses can interact with their partners, establishing flawless collaboration and strong relationships.

    All the gist lies in granting and managing access to information just for your partner organizations. This way, everything from their onboarding to managing potential leads, deals, and CRM data to streamlining channel marketing will be gathered under the same umbrella.

    A portal for partners enables partner users to access Salesforce through a separate website from regular users. They can only see the data that you grant access to. Consequently, partner users are allowed to deal with the data in a way that is specified by certain permissions. 

    Moreover, you can tailor a partner portal so that it suits your branding and unique requirements. For instance, you can enable a single sign-on for a portal or create multiple portals to meet ever-changing partner demands.  

    Best Practices for Creating a Salesforce Experience Cloud Partner Portal

    Theory can take you only so far. Now, it is time we broke down some essential Salesforce partner portal features and combed through the best practices. 

    Establish Clear Objectives and KPIs

    A robust plan for your partner portal begins with defining its primary purpose and identifying the crucial functions it will support. Are you looking to bring in new partners, or is your focus on getting your current partner network up to speed for selling products? Will the portal include features like deal registration, lead distribution, or both? 

    You can determine where to concentrate your efforts when implementing the partner portal by answering the questions above. It’s also essential to set specific KPIs to assess how well the partner portal is working and ensure it aligns with your business objectives.

    Listen to Your Partners 

    Understanding the unique requirements and goals of your partners is the foundation for a successful partner portal in Salesforce. Engaging stakeholders and partners in discussions to identify these requirements is paramount. By aligning the portal with partner workflows and processes, you create an environment that caters to their needs and fosters collaboration.

    Take an Iterative Approach

    Don’t attempt to include everything in your initial try. Instead, opt for an iterative approach. Begin with a well-defined plan, roll out the portal’s first version, and get input from your partners. Initiating this process early and leveraging their insights will empower you to enhance and fine-tune the portal to cater to your partners’ distinct requirements and preferences. 

    Struggling to set up a website for your partners? Not to worry! You can always check out a Salesforce partner portal implementation guide to wrap your head around it and then start out.  This gradual approach paves the way for a more efficient and prosperous partner portal implementation, enabling it to evolve in sync with your partners’ evolving needs over time.

    Simplicity is the Key

    Simplify and avoid overloading your partners with information. Make use of Experience Cloud’s audience targeting feature to customize the content you provide. This guarantees that when various partners access the same portal, they view content that is individually suited to their requirements. 

    Generate diverse page variations and allocate them to suitable target audiences, considering factors such as location, authorization, profile, and other relevant criteria. Assign the relevant audience to the corresponding page on your Experience Cloud site.

    Use AppExchange Apps

    Rather than starting from scratch, you can utilize ready-made AppExchange PRM solutions tailored to empower the out-of-the-box features and capabilities of the Salesforce Experience Cloud. This approach not only saves time and minimizes development work but also guarantees a more streamlined and productive implementation process.

    • Elevate the onboarding process by integrating educational tools, like a Learning Management System (LMS) featuring certification programs, and Knowledge Management solutions, into your Experience Cloud partner portal.

    AC Knowledge Management Enterprise

    See product details
    • Boost lead generation and expand your partner community by establishing a network of partners within your partner portal to showcase their listings, apps, solutions, and services, and attract more customers. The AC Partner Marketplace app is the ideal solution for this purpose.
    AC Product Marketplace
    • Set up co-branding with partners to enhance brand recognition and streamline collaborative promotional material creation. Use the AC Partner Co-Branding app to provide co-branded marketing resources and allow partners to create content, including logos and contact details, while following your brand guidelines.
    • Simplify partner onboarding and improve the new partner experience with the Community Member Onboarding app from Salesforce Labs. This app enables you to create customized onboarding tasks and timelines for different partner roles and link resources like videos, documents, or custom images as necessary.

    Final Words 

    Enabling a Salesforce Experience Cloud partner portal is no rocket science. Since you’ve just read all the secrets behind it, doing it won’t be a problem. After you’re done, you can strengthen partner relationships, collaborate, and communicate with them more effectively. Just remember to determine straightforward KPIs, factor in what your audience has to say, start small, and leverage AppExchange apps.

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      Salesforce Idea Management: How to Come up with Ideas?

      An outside perspective on your products is crucial, fresh ideas are invaluable, and developing your product while considering your clients’ requests is essential. For organizations leveraging Salesforce, idea generation is not just a creative exercise but a strategic imperative. Salesforce idea management offers a structured approach to gathering, evaluating, and implementing new ideas to drive business growth and enhance customer satisfaction. In this article, we’ll explore the significance of idea generation and delve into practical strategies for coming up with great ideas.

      Understanding the Need for Ideas

      Ideas form the foundation of growth within organizations. By constantly generating new ideas, businesses can identify opportunities for improvement, develop innovative solutions, and stay ahead of constantly changing market trends. Good ideas have the power to transform business processes, drive revenue growth, and enhance the overall customer experience. Salesforce idea management provides a structured framework for harnessing the collective creativity of employees, customers, and partners to fuel organizational success.

      Here are a few key reasons why setting up the creative process and acknowledging a different perspective could be truly beneficial:

      • Engaging employees in idea generation fosters a sense of ownership and empowerment, leading to higher levels of employee satisfaction and retention.
      • Customer-centric idea generation enables organizations to address customer pain points and deliver solutions that meet their evolving needs and expectations.
      • Partner collaboration in idea generation promotes synergy, driving mutually beneficial outcomes for all stakeholders involved.

      Sources of Inspiration

      New ideas can stem from a variety of sources within the Salesforce ecosystem. Employee feedback, customer insights, and partner collaboration are valuable sources of inspiration for generating good ideas. By fostering a culture of open communication and idea sharing, organizations can tap into the collective knowledge and creativity of their stakeholders to generate as many ideas as they can process. Whether through brainstorming sessions, customer surveys, or cross-functional collaboration, organizations can generate the best ideas that address critical business challenges and opportunities.

      How to gather more ideas across various channels:

      • Employee feedback mechanisms such as suggestion boxes, surveys, and open forums encourage active participation and idea sharing among employees at all levels of the organization.
      • Customer feedback channels, including surveys, social media listening, and customer support interactions, provide valuable insights into customer needs, preferences, and pain points.
      • Partner collaboration platforms facilitate idea exchange and co-creation, enabling organizations to leverage the expertise and resources of their partners to drive growth.

      Utilizing Salesforce Tools for Idea Generation

      Salesforce offers a range of tools and platforms designed to facilitate idea generation and collaboration. It provides dedicated spaces for employees, customers, and partners to submit, discuss, and vote on ideas. Features such as Chatter enable real-time collaboration and feedback, allowing stakeholders to contribute to idea generation from anywhere, at any time. Salesforce Analytics offers powerful data visualization and analysis capabilities, allowing organizations to identify trends, patterns, and insights that can inform the ideation process.

      However, using this functionality as it is has some inconveniences. To manage and navigate ideas, you need to switch to the Salesforce Classic interface, which may frustrate many organizations accustomed to using Lightning Experience (LEX). But not to worry, as we are going to introduce you to the solution right away: LEX-native idea management software that even extends standard Salesforce functionality! Easily track your existing ideas and create a friendly space where users can generate new ideas with AC Ideas Ultimate – find out more about this app and Experience Cloud for idea management in this article:

      What Is Idea Management in Salesforce: Understanding the Power of Innovation

      Welcome to the world of idea management in Salesforce, where the invaluable input from various stakeholders – whether customers, partners, or employees – serves as the catalyst for driving product and service improvements. Let's get started!
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      Best Practices for Idea Generation

      Generating new ideas requires a combination of creativity, collaboration, and strategic thinking. Best practices for streamlining ideas generation flow include hosting brainstorming sessions, implementing a rewards system for better ideas, and organizing ideation contests to engage stakeholders and unlock the potential of every creative person. Additionally, business leaders should encourage a culture of experimentation and risk-taking, where failure is viewed as a learning opportunity rather than a setback. By embracing a structured approach to idea generation and nurturing this creative industry, organizations stand to benefit significantly.

      Here are 5 best practices to help you personally generate new ideas:

      1. Keep an idea journal: Carry a notebook or use a digital note-taking app to jot down ideas as they come to mind throughout the day. Reviewing these notes regularly can spark new connections and insights.
      2. Engage in diverse activities: Expose yourself to a variety of experiences, hobbies, and interests outside of your usual routine. Engaging in diverse activities can stimulate creativity and provide fresh perspectives that inspire new ideas.
      3. Collaborate with others: Collaborate with colleagues, peers, or mentors who have different expertise or viewpoints. Engaging in discussions, brainstorming sessions, or collaborative projects can generate ideas through collective creativity.
      4. Practice mindfulness and reflection: Set aside time for quiet reflection and mindfulness practices to clear your mind and tap into your creative potential. Activities such as journaling, or taking walks in nature can help stimulate creativity and generate a great idea or even a bunch of them.
      5. Embrace constraints: Instead of viewing constraints as limitations, embrace them as opportunities for creative problem-solving. Constraints can inspire innovative solutions by forcing you to think outside the box and find creative ways to overcome challenges.

      Leveraging Data for Idea Generation

      Data analytics plays a crucial role in identifying areas for innovation and guiding the idea generation process. By analyzing Salesforce data, organizations can uncover valuable insights into customer behavior, market trends, and competitive dynamics. These insights can inform the development of targeted ideas and solutions that address specific business needs and challenges. By leveraging data-driven insights, organizations can generate ideas more effectively and increase the likelihood of success.

      Salesforce Analytics empowers organizations to analyze data from multiple sources, including CRM data, website analytics, and customer feedback, to gain a comprehensive understanding of their business and market environment. Predictive analytics tools enable organizations to forecast future trends and identify emerging opportunities. Data visualization techniques, such as charts, graphs, and dashboards, help organizations communicate complex insights and trends in a clear and actionable manner, facilitating informed decision-making.

      Challenges and Solutions

      While idea generation offers numerous benefits, organizations may encounter challenges along the way. Common challenges include resistance to change, lack of stakeholder engagement, and difficulty prioritizing ideas. To overcome these challenges, organizations can implement strategies such as leadership buy-in, stakeholder engagement initiatives, and structured prioritization frameworks. By addressing these challenges proactively, organizations can generate new ideas in a conducive environment.

      • Challenge 1: Resistance to change – Some employees may be resistant to new ideas or hesitant to participate in the idea generation process due to fear of change or uncertainty about the outcome. Solution: Organizations can address resistance to change by fostering a culture of openness, transparency, and trust, where employees feel empowered to voice their ideas and opinions without fear of judgment or reprisal.
      • Challenge 2: Lack of stakeholder engagement – Limited participation and engagement from stakeholders can hinder the success of idea generation initiatives and limit the diversity of ideas generated. Solution: Organizations can enhance stakeholder engagement by providing incentives for participation, recognizing and rewarding contributions, and fostering a sense of ownership and accountability among stakeholders.
      • Challenge 3: Difficulty prioritizing ideas – With a large volume of ideas being generated, organizations may struggle to prioritize and focus on the most promising opportunities. Solution: Organizations can implement structured prioritization frameworks, such as the Value vs. Effort Matrix, to evaluate and prioritize ideas based on their potential impact, feasibility, and alignment with strategic objectives.

      If you’re facing any of these challenges, we’re here to assist you! Advanced Communities is a Salesforce certified Experience Cloud consultant with extensive expertise in creating engaging, intuitive, and user-friendly portals that are fully technically equipped for internal management. Contact us to discuss your specific needs, and let’s explore how we can support you.

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        Q&A

        1. Why is it difficult to come up with ideas?

        Coming up with ideas is difficult for several reasons. Mental blocks, such as fixed thinking patterns or preconceived notions, can hinder creativity by limiting the ability to think outside the box. Additionally, the pressure to be original or innovative can create anxiety and fear of failure, leading to self-doubt and reluctance to explore unconventional ideas. Moreover, the lack of inspiration or exposure to new experiences may result in a dearth of fresh ideas. Furthermore, the complexity of modern problems often requires multidimensional solutions, making it challenging to identify effective ideas that address all aspects of the issue.

        2. What does generating ideas mean?

        Generating ideas involves a multifaceted process that encompasses various stages. Firstly, it requires identifying a problem, opportunity, or challenge that warrants attention and brainstorming potential solutions or approaches to address it. This initial phase involves free-flowing creativity, where individuals generate as many ideas as possible without judgment or evaluation. Subsequently, the generated ideas are refined, evaluated, and prioritized based on criteria such as feasibility, relevance, and potential impact. Finally, the most promising ideas are further developed, tested, and implemented to bring about meaningful outcomes.

        3. How do you come up with good ideas at work?

        Generating good ideas at work requires a proactive approach and a conducive environment that fosters creativity and innovation. One effective strategy is to engage in regular brainstorming sessions with colleagues, where diverse perspectives and insights can fuel idea generation. Actively seeking inspiration from a variety of sources, such as industry publications, thought leaders, and interdisciplinary fields, can broaden one’s perspective and stimulate creative thinking. Additionally, gathering feedback from stakeholders, including clients, customers, and team members, can provide valuable insights and identify unmet needs or opportunities for improvement. Creating dedicated time and space for ideation, away from daily tasks and distractions, allows individuals to focus their energy on generating innovative ideas. Finally, adopting a growth mindset and embracing experimentation and risk-taking are essential for overcoming fear of failure and cultivating a culture of innovation within the workplace.

        Best Idea Apps To Be Used in Salesforce

        Staying ahead often means listening closely to your customers’ needs and ideas. For companies utilizing Salesforce CRM, the quest for innovation and improvement has found a powerful ally in idea management. With over 150,000 companies worldwide using Salesforce to manage their customer relationships, the potential for gathering valuable customer feedback is immense.

        According to a recent survey by Salesforce, 92% of customers say they would be likely to make a repeat purchase from a company that has made it easy to suggest improvements. This shows just how important it is for businesses to encourage feedback and new product feature ideas.

        Whether for product managers or businesses who want to tap into their customers’ knowledge, adding idea management to their Salesforce Experience Cloud site can make a big difference. But with so many apps to choose from, it can be hard to pick the right one. That’s where this blog comes in – to help you find the best idea app tailored for Salesforce users to drive innovation in your organization. This innovation management software can assist you in learning from your customers and making real changes to your products and services.

        Understanding Idea Management in Salesforce

        Idea management in Salesforce refers to the process of collecting, organizing, evaluating, and implementing product or service suggestions or innovative ideas from customers, partners, or other stakeholders within a Salesforce org. Salesforce offers tools and features to create a structured system for generating, reviewing, and prioritizing new ideas or innovations. This is where the Idea object comes into play. It allows users to submit, discuss, and vote on ideas. By using the Idea object in Salesforce, product managers and businesses can gather feedback and collect ideas, then categorize, prioritize, and track them through various stages of development, ultimately leading to their implementation or rejection.

        While Salesforce’s native innovation management features provide a reliable starting point for some organizations, they may not offer the level of flexibility and advanced functionality needed by all users. Limitations such as restricted customization options, a lack of advanced features, potential user interface constraints, integration challenges, and scalability issues could impede their effectiveness. In scenarios where organizations have unique or intricate requirements, considering third-party applications or investing in custom app development becomes essential to enhance Salesforce’s idea management capabilities.

        Limitations to keep in mind

        At present, the Ideas object lacks support in Salesforce Lightning and is solely accessible through the Classic user interface which make you switching between interfaces to manage new ideas within the Salesforce org. Nevertheless, a third-party solution, Salesforce ideas app AC Ideas Ultimate, fills this gap by aligning perfectly with Salesforce Lightning Experience. This is the best idea management software for ideation in Salesforce as it provides the functionality to manage product ideas in LEX. With AC Ideas Ultimate idea management tool, you can establish your own Ideas community, enabling customers or partners to provide valuable insights, product feedback and propose new features for brainstorming. This integration establishes a streamlined innovation management process within the Lightning Experience interface.

        Idea management in Lightning Experience

        Salesforce Experience Cloud for Idea Generation and Management

        Salesforce Experience Cloud is a DXP platform that allows you to build stunning sites on top of Salesforce connected to your CRM data.

        With Salesforce Experience Cloud, you can establish an interactive community, whether for customers or partners, for collecting ideas and establishing a robust innovation management system in your Salesforce org. On this platform, users can submit their ideas, engage in discussions, vote on their favorite suggestions, and track the progress of ideas through various stages of development. This platform provides a structured environment for idea generation and collaboration, ultimately leading to the implementation of innovative solutions.

        It offers a user-friendly interface, customizable features, and seamless integration with other Salesforce tools, it is an ideal solution for organizations looking to establish an idea management platform to utilise the collective intelligence of their community for driving business growth and success. You can always opt for user experience services in case the out-of-the-box customization capabilities are not enough for your design needs.

        Salesforce Idea Management: How To Turn An Idea Into A Product

        For all successful and growing companies, innovation is the key to staying competitive. They are constantly seeking new ideas and solutions to address market demands and improve their offerings. However, the process of generating, evaluating, and implementing ideas can be complex and challenging.
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        Criteria for Selecting Idea Apps

        When looking evaluating innovation management software applications for your organization, it’s essential to consider several key criteria to ensure you choose the most suitable solution. Here are some important factors to keep in mind when looking for the best idea management tools for your Salesforce instance:

        Integration with Salesforce

        Ensure the app seamlessly integrates with Salesforce and Experience Cloud. It should synchronize data, such as user profiles and idea submissions, with Salesforce’s CRM system to maintain consistency and accessibility.

        User experience

        Evaluate the app’s user interface and experience. It should offer intuitive navigation, easy idea submission, and robust collaboration features to encourage engagement from users, including customers, partners, and employees.

        Customization

        Look for apps that allow for customization to align with your organization’s branding and workflow requirements. Customizable features enable tailoring of the idea management process to specific business needs and preferences.

        Scalability

        Consider the scalability of the app to accommodate growth in user volume and idea submissions over time. The app should be capable of handling increased data loads and user interactions without compromising performance or user experience.

        Idea workflow management

        Assess the app’s capabilities for managing ideas lifecycle, including submission, review, feedback, prioritization, and implementation. It should provide tools for tracking ideas through various stages of development and facilitate transparent communication among stakeholders.

        Analytics and reporting

        Look for apps that offer robust analytics and reporting functionalities. These features enable insights into idea trends, user engagement metrics, and the impact of implemented ideas, empowering informed decision-making and continuous improvement.

        Security and compliance

        Ensure the app adheres to industry-leading security standards and compliance regulations, especially regarding data privacy and protection. It should provide robust access controls, encryption, and auditing features to safeguard sensitive information.

        Community support and updates

        Consider the vendor’s reputation for providing ongoing support, updates, and community resources. Regular updates ensure compatibility with Salesforce and Experience Cloud updates, while active community support fosters knowledge sharing and problem-solving.

        Idea Management in Lightning Experience (LEX)

        Compatibility with Lightning Experience user interface is one of the most significant criteria for the best idea app to be used in Salesforce and Experience Cloud.

        In Salesforce Lightning Experience, innovation management faces certain limitations, primarily centered around the functionality and compatibility of the platform. Currently, the Ideas object is not supported in Salesforce Lightning Experience, meaning users need to switch to the Classic interface to manage ideas. One workaround is to utilize the Classic interface specifically for idea management tasks until Salesforce provides full support for the Ideas object in Lightning Experience. Alternatively, you can explore third-party solutions that offer seamless integration with Lightning Experience for idea management. This is where AC Ideas Ultimate steps in. The app is LEX-native and totally compatible with Salesforce Lightning Experience user interface allowing you to gather feedback and product ideas through your Experience Cloud site and manage all data in Lightning Experience internal interface without the need for switching to Salesforce Classic.

        AC Ideas Ultimate

        See product details

        Best Idea Management Software Solutions for Salesforce

        Alright, let’s dive into this part of my blog where we’re going to check out some of the most popular idea management software solutions made specifically for Salesforce users. Whether you’re running a small startup or a big company, it’s super important to find the right tool to make the most out of your customers’ feedback and brilliant ideas. We’ll take a look at what each solution offers, so you can figure out which one fits your business needs best. So, let’s get started and find the perfect match for you!

        Ideas for Community (Lightning component)

        This is a free, simple app by Salesforce Labs that offers basic idea management functionality to be implemented in Salesforce Experience Cloud. It’s a user-friendly solution designed to facilitate seamless idea exchange among community members. With intuitive features, community members can submit new ideas, vote for their favorites, leave comments, and like others’ contributions. This package installs a comprehensive set of Lightning components, empowering community administrators to create a dynamic platform for idea generation and collaboration.

        The app is simple and may have areas that need improvement for enhanced usability and performance.

        Innovation Hub

        Another free Innovation management solution by Salesforce Labs. The app is designed to boost collaboration among partners and customers. With Innovation Hub, users can pitch ideas, vote for favorites, and receive feedback through comments. This tool nurtures innovation within organizations and empowers users to drive transformation. It accelerates the ideation funnel and promotes cross-zone knowledge sharing. Innovation Hub enables customers to bring ideas from concept to reality within the Salesforce platform.

        Ideas Component Lite for Experience Cloud

        Ideas Component Lite for Experience Cloud is a free idea management application by Advanced Communities, designed for use in Salesforce Experience Cloud. With a 4.75 app rating and 76 positive reviews, it stands as the most popular and reliable idea management solution on AppExchange. Being 100% native to Salesforce, the app seamlessly integrates with Salesforce, providing robust idea management functionality to help you gather feedback from your customers and partners to shape new product innovations.

        However, Ideas Component Lite for Experience Cloud is a limited version with restrictions on the number of ideas, capped at 100 per community.

        AC Ideas Ultimate

        Another idea management app by Advanced Communities is the enhanced version of the previous app, Ideas Component Lite for Experience Cloud. This app is an unlimited version with full LEX support and comprehensive field management in the Lightning Experience interface, which were not available in the Ideas Component Lite for Experience Cloud app. AC Ideas Ultimate is an unlimited app version with an unlimited number of ideas per community. The app offers some additional functionalities exclusively available within this package:

        • Jira Integration
        • Idea Matrix
        • Moderation rules
        • Idea list views and filters
        • Multi-level categories
        • Full Chatter support
        • Custom idea posting form
        • Separate detail page for related ideas, discussions, and attachments
        • Idea Pre-Moderation
        • Unlimited status auto-update levels
        • Full support of idea reports
        • Merge ideas
        • Time-limited idea campaigns
        • Out-of-the-box email notifications
        • Ideation dashboard
        • Add attachments to ideas
        • Ideation manager for specific zones or campaigns
        • and much more

        Why AC Ideas Ultimate is Your Best Idea App for Salesforce

        In this part of our blog, I’m highlighting the evident challenges many companies face in the innovation management process within Salesforce and demonstrating how they can be overcome with the AC Ideas Ultimate ideation tool for Salesforce Experience Cloud.

        Limited support for Ideas object

        As mentioned above, the Ideas object is not supported in Salesforce Lightning Experience, meaning users need to switch to the Classic interface to manage ideas. AC Ideas Ultimate idea management software perfectly works in Lightning Experience!

        Restricted customization options

        Salesforce Lightning Experience may offer limited customization options for innovation management compared to the Classic interface. By considering third-party apps like AC Ideas Ultimate or custom development, you can address specific customization requirements and establish a platform right in Lightning Experience interface that perfectly matches your specific business needs.

        AC Ideas Ultimate Settings

        Potential integration challenges

        Integrating idea management processes with other Salesforce modules or third-party applications may pose challenges due to compatibility issues or limited integration options. AC Ideas Ultimate idea management software is a Salesforce-native app, designed to seamlessly integrate with the Salesforce ecosystem, including Salesforce CRM, Experience Cloud, and other Salesforce products. This is what ensures data consistency, reduces duplication of efforts, and streamlines workflows by allowing users to access and interact with the app directly within Salesforce.

        The app seamlessly integrates with Atlassian Jira for simplified idea tracking so that users are kept informed about the status of their ideas, reducing manual effort and increasing engagement in the ideation process.

        Scalability concerns

        As organizations grow and the volume of ideas increases, scalability may become a concern in Salesforce. AC Ideas Ultimate is an app that helps you overcome all scalability issue you may face. The app helps you to regularly evaluate and optimize the performance of idea management processes all within Lightning Experience to ensure scalability as the organization expands.

        Poor flexibility

        Establishing an innovation management system in Salesforce can be challenging due to limited flexibility in customization options. Standard Salesforce features may not provide the necessary flexibility to tailor the ideation process to specific products or target audiences, leading to a lack of customization and adaptability.

        AC Ideas Ultimate idea management software addresses the challenge of poor flexibility by offering robust customization capabilities. With custom fields support, organizations can tailor the information they collect by setting up custom fields and fieldsets for creating ideas in Salesforce Lightning and on their site. This allows for the collection of specific data points relevant to their unique business needs and objectives.

        Besides, AC Ideas Ultimate idea management software introduces zone-based ideation, enabling organizations to tailor the ideation process to specific products or target audiences. By organizing ideas and feedback into distinct zones, each with its own unique set of ideas, suggestions, and questions, organizations can ensure that the ideation process is tailored to the specific needs and preferences of different user groups. This includes separate settings, categories, and statuses for each zone, providing flexibility and adaptability in managing ideation across various contexts.

        Poor resource allocation

        You may feel overwhelmed by the influx of ideas from your customers or partners and get lost, unsure of where to start. This can ultimately lead to poor decision-making and ineffective resource allocation. Most idea management software solutions for Salesforce lack the functionality to evaluate ideas, which sets our AC Ideas Ultimate app for Salesforce Experience Cloud apart. With its Idea Prioritization feature, you can assess ideas submitted through your portal and prioritize those with the greatest impact. Rank and prioritize innovation and implement ideas based on factors such as votes, development effort, or monetary value, ensuring that your resources are directed toward the most impactful initiatives.

        Conclusion

        Selecting the right idea management app for your Salesforce instance is crucial for using customer/partner feedback and driving innovation within your organization. Whether you’re aiming to streamline idea submission, enhance collaboration, or prioritize initiatives based on impact, there’s a solution tailored to meet your specific business needs. From the seamless integration of Salesforce-native apps to the advanced features offered by third-party solutions, each option brings unique benefits and functionalities to the table. By using the power of these idea management apps, you can empower your team to generate, evaluate, and implement ideas that bring your products and services to new heights of success. So, take the time to explore the options available and find the perfect fit for your organization’s journey towards innovation and growth with Salesforce.

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          Q&A

          What is an idea management software?

          An idea management software is a tool or platform designed to facilitate the collection, organization, evaluation, and implementation of ideas or suggestions from various sources such as employees, customers, partners, or stakeholders. It provides features for submitting, discussing, voting on, and tracking ideas through different stages of development. These platforms often include functionalities like idea categorization, prioritization, collaboration tools, and analytics to support decision-making processes.

          For instance, if you’re brainstorming “innovative app ideas,” or “food donation app,” an idea management software would help gather, assess, and refine concepts related to mobile applications. It could involve features tailored to the mobile app development process, such as user interface design, functionality suggestions, market analysis, and feasibility assessments specific to mobile platforms.

          What are the objectives of idea management?

          The objectives of idea management are to gather, evaluate, and implement ideas, suggestions or proposals from various sources, such as employees, customers, or partners, with the goal of driving innovation and improvement within an organization. By encouraging the submission of ideas and providing a structured process for review and implementation, idea management aims to foster creativity, identify opportunities for growth, and ultimately, develop innovative solutions to address challenges or meet customer needs. In the context of “innovative mobile app ideas,” the objective would be to collect and assess creative concepts for mobile applications that offer unique features, enhance user experience, and provide value to customers.

          Salesforce Idea Management: How To Turn An Idea Into A Product

          For all successful and growing companies, innovation is the key to staying competitive. They are constantly seeking new ideas and solutions to address market demands and improve their offerings. However, the process of generating, evaluating, and implementing ideas can be complex and challenging. With the Salesforce platform, organizations can learn how to streamline their idea management processes and how to turn an idea into a product or service.
          In this article, we will dive deeper into this process.

          Importance of Idea Management in Product Development

          Idea management is like the heartbeat of product development – it keeps the innovation flowing! When we gather and assess ideas from different corners, we unlock fresh possibilities, tackle problems head-on, and bring solutions that truly wow our customers. Plus, it’s not just about the end product. It’s about nurturing a culture where creativity thrives, teamwork flourishes, and we’re always one step ahead in the fast-paced world we live in.

          Overview of Salesforce as a Tool for Idea Management

          Salesforce idea management is a comprehensive solution that covers the entire idea lifecycle within an organization and can provide assistance if you’ve ever wondered how to get an idea manufactured using technologies. It provides a centralized platform where employees, customers, and partners can submit, discuss, and vote on ideas, fostering collaboration and ensuring thorough evaluation and prioritization based on practicability, impact, and alignment with business goals. Leveraging Salesforce’s robust capabilities, organizations can streamline the entire idea management process, from idea generation to product realization, while tapping into the power of data-driven insights and collaboration tools.

          What Is Idea Management in Salesforce: Understanding the Power of Innovation

          Welcome to the world of idea management in Salesforce, where the invaluable input from various stakeholders – whether customers, partners, or employees – serves as the catalyst for driving product and service improvements. Let's get started!
          Post image


          Now, as we had a quick overview of how Salesforce applications can supercharge your ideation process, let’s take a closer look at the key functionalities and advantages the Salesforce platform brings to the table. Plus, we’ll tackle any hurdles you might hit along the way and share some useful tips to help you overcome them.

          Salesforce’s Features and Functionalities Relevant to Idea Management

          Key features of Salesforce for idea management include idea submission portals, collaborative workspaces, voting mechanisms, and customizable workflows. These features empower organizations to streamline the idea management process, facilitate collaboration, and track the progress of ideas from conception to implementation.

          One of the primary advantages of using Salesforce for ideation is its centralized platform for idea collection and collaboration, offering real-time visibility into the status of ideas and seamless integration with other Salesforce products and third-party applications. Additionally, Salesforce’s robust reporting and analytics capabilities enable organizations to gain actionable insights into idea trends, user engagement, and product performance.


          At the same time, there may be some inconveniences, such as the need to switch from the Lightning interface to Classic, as the Ideas object is not supported in Salesforce Lightning. Keep reading as we unveil the perfect solution for this issue.

          3 Key Steps to Turning Ideas Into Products

          Not every idea is a winner when it comes to turning it into a successful product. Before you jump into action, whether it’s whether it involves developing a new feature, hiring more staff, investing in equipment, or any other process specific to your business – it’s essential to take a moment to consider if the idea is worth pursuing. This initial stage serves as a filtering mechanism, eliminating ideas that may not align with your goals or deliver the results you’re looking for.

          Despite the possibility of discarding many ideas during this stage, it’s important to recognize the value of the ideation process. Implementing a poorly thought-out idea can prove to be costly, both in terms of resources and time. That’s why it’s essential to follow specific steps to ensure that the ideas you choose to pursue are not only relevant but also cost-effective and impactful.

          Let’s delve into these steps together.

          1. Finding and collecting ideas

          Let’s kick off the idea journey by scouting and gathering ideas from all corners. We’re talking online platforms, brainstorming sessions, or just casual chats where sparks of brilliance can fly. Ideas come in all shapes and sizes, from improving our products to streamlining our processes or even dreaming up something entirely new.

          Encourage creativity and open-mindedness in your community to generate a wide range of ideas. The community users are your target audience in this case. Set rewards for posting ideas, commenting, and voting, and award reputation points for each activity.

          2. Weighing and ranking ideas

          Once we’ve got our hands on some great ideas, it’s time to roll up our sleeves and give them a good look. We’ll weigh them up against criteria like practicality, potential impact, and how well they fit into our big picture. It’s all about figuring out which ideas have the most potential to make waves in the real world.

          Consider factors like resources required, market research, potential risks, and estimated return on investment. Use techniques like scoring matrices, cost-benefit analysis, or risk assessments to evaluate and prioritize ideas.

          3. Bringing ideas to life

          Now comes the exciting part – from idea to product! We’ll put our heads together, fine-tune the details, and do a good testing to make sure everything’s just right. It’s all about crafting something that not only meets but exceeds the expectations of our target market.

          Develop a detailed plan for implementing selected ideas into viable products or solutions. Allocate resources, set timelines, and define milestones to track progress throughout the implementation process. Utilize project management tools and methodologies to ensure smooth execution and timely delivery of the final product.

          Best Practices for Idea Management in Salesforce

          • Establish a systematic process: Define a clear and structured process for idea submission, evaluation, and implementation. This includes setting up standardized criteria for evaluating ideas, market research establishing clear timelines and milestones, and assigning responsibilities to team members.
          • Foster a culture of innovation: Encourage idea sharing within your organization and among your target audience. Provide incentives and recognition for employees, community users, or potential customers who contribute valuable ideas. Create opportunities for brainstorming, collaboration, and focus group discussions on the latest business news, aiming to develop solutions relevant to today’s world.
          • Promote transparency and communication: Keep stakeholders informed and engaged throughout the idea management process. Provide regular updates on the status of ideas, solicit feedback from relevant stakeholders, and communicate decisions and outcomes transparently.
          • Leverage data and analytics: Use Salesforce’s reporting and analytics capabilities to gain insights into idea trends, user engagement, and idea implementation. This allows organizations to identify patterns, track progress, and make data-driven decisions about which ideas to prioritize and invest in.
          • Get rid of annoying problems with the help of additional components: Use AC Ideas Ultimate, a fully LEX-native idea management tool built on top of Salesforce, to resolve the previously mentioned issue with switching to the Classic interface every time you use the Ideas object. In addition to allowing you to fully manage all processes connected to ideation in LEX, this app offers many more features that will impress you and definitely simplify the process of how to turn an idea into a product. Let’s see what’s inside!

          AC Ideas Ultimate

           

          Watch a Demo

          What you get with AC Ideas Ultimate:

          • Zone-based Ideation: Tailor the ideation process to specific products or target audiences by organizing ideas and feedback into distinct zones. Each zone will have its own unique set of ideas, suggestions, and questions, as well as separate settings, categories, and statuses.
          • Idea Prioritization: Implement ideas with the best impact by ranking and prioritizing innovation based on factors such as votes, development effort, or monetary value.
          • Custom Fields Support: Customize the information you collect by setting up custom fields and fieldsets for creating ideas in Salesforce Lightning and on your site.
          • Idea Campaigns: Facilitate the creation of targeted campaigns with dedicated landing pages featuring comprehensive details and descriptions.
          • Customizable Reports & Dashboards: Create reports and dashboards to monitor idea performance, track votes, analyze statuses, posts, new feedback, and categories.
          • Kanban View Support: View all ideas at a glance with a native Kanban layout, allowing for easy movement between different statuses using drag-and-drop features.
          • Jira Integration: Simplify idea tracking by linking Salesforce ideas to Atlassian Jira issues and enabling automated daily syncs. Keep users informed about the status of their ideas, reducing manual effort and increasing engagement in the ideation process.
          • Reputation Support: Motivate community members to contribute to the ideation process with reputation support features.

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          Q&A

          How do I turn my idea into a prototype?

          To turn your product idea into a prototype, start by documenting your idea clearly and comprehensively. Then, conduct market research to understand the market demand and competition. Next, create a basic prototype using available tools or software. Iterate on your prototype based on feedback, testing, and refinement. Finally, consider seeking assistance from professionals or leveraging resources like prototyping workshops or online platforms to secure your intellectual property and enhance your prototype further.

          Can you sell just an idea to a company?

          Yes, it is possible to sell just an invention idea to a company, but it can be challenging. Companies often value tangible assets such as prototypes, patents, or market-ready products more than mere ideas. However, if your idea is innovative, viable, and addresses a specific need or problem, you may be able to license or sell it to a company. From the legal and business standpoint it’s essential to protect your idea with a non-disclosure agreement (NDA) and find a skilled patent professional for an initial patent search, and legal advice to navigate negotiations and ensure fair compensation.

          How much is a good idea worth?

          The value of a good idea varies depending on various factors such as its uniqueness, target market, market demand, potential impact, and the industry it pertains to. Some ideas may have the potential to revolutionize entire industries and generate substantial revenue, while others may have limited applicability or require significant investment to develop. Ultimately, the worth of a good idea is subjective and can range from a few hundred dollars to millions or even billions, depending on its execution and market reception.

          Elevate Member Satisfaction and Engagement with Salesforce & Advanced Communities

          Advanced Communities keeps hosting insightful and information-packed webinars this year. And so, we are ready to spill the beans on the latest webinar we carried out on April 4th, 2024.

          Within 45 minutes, Nicole Adair (Principal Solution Engineer at Salesforce) and Rebekah Hunter (VP of Alliances at Advanced Communities) are canvassing Salesforce membership management satisfaction & engagement, and how organizations can augment them. Besides, we feature some designated AC MemberSmart functionalities that can help you achieve just that. 

          Dig into this blog recap to find out all the details. Or dive deeper into the discussion with the full-length recording of the event available on our website’s Webinar page. The call is yours!

          An Actual State of Membership Engagement 

          As customers become more demanding these days, they put a premium on the (personalized) experiences they receive using a product or service. If we bring Salesforce membership management in this context, benefits, training, or enablement members get may be understood under “product”. 

          The numbers speak for themselves: 86% of consumers claim their experiences are as important as a company’s product or service. Moreover, 73% of members agree technology is transforming membership organizations for the better. This is where AI enters the play. 

          New Day for Customer Experience Salesforce Stats

          Predictive, Generative, Autonomous & Agents, and Artificial General Intelligence – the 4 so-called “waves” of AI are now in the limelight. Much like other well-known corporations, Salesforce has started with the first one – Predictive (that is, how you perceive the data and ask questions). 

          As of today, we are going toward the last stage – Artificial General Intelligence – where companies try to play around with practical applications of AI. However, consumer AI isn’t ready for business just yet. It’s not that simple. That is why 88% of IT leaders say they can’t meet AI demand safely. 

          consumer AI Salesforce Stats

          How does Salesforce support membership organizations?

          As the primary objective of any business is to know your members and to be where they are, you have to listen, engage, and take action. Using Salesforce for membership management, you can empower your team to leverage a variety of tools to do their jobs the right way (to listen, engage, and take action for the sake of the members in your organization):

          • Workflows and Automations     
          • Collaboration
          • Agility (Clicks and Code)
          • Privacy Security Compliance
          The Salesforce Advantage

          Being on the market for over 25 years, Salesforce lets organizations take advantage of its modern CRM, Data, and AI capabilities. Simply put, the platform provides you with everything needed to develop a unified customer profile, where you can store and manage related info about new, community, existing, and inactive members under the same roof and be proactive in your further activities. 

          Furthermore, you can create personalized membership journeys for different segments with the Salesforce stack. Sure thing, you can run and review related analytics to achieve better performance across your organization.  

          AC MemberSmart — the ultimate solution for Salesforce membership management

          AC MemberSmart

          Being a 100% native-to-Salesforce solution for managing membership associations, Advanced Communities MemberSmart entails the following components and features:

          • Member portal
          • Event management
          • Subscription management 
          • Trainings 
          • Job Board
          • Donations & Payments…

          And a lot more!

          AC MemberSmart

          see product details

          Utilizing AC MemberSmart for member management 

          AC MemberSmart is designed to simplify and automate the process of digitalization for membership associations on Experience Cloud. Thanks to its high customization options and flexibility, customer engagement and satisfaction are a reality. 

          As you orchestrate membership management with AC MemberSmart, you can set up a bunch of useful specifications and functionalities within the process, such as:

          • Automated flows
          • Customizable banners (e.g. Become a Member)
          • Membership length 
          • Membership types
          • Payment methods 
          • Event Calendar
          • Directories  
          • Donations
          • Groups
          Note!

          You are welcome to watch the demo of the AC MemberSmart solution and the ways it can drive membership management in your organization. The demo is led by Rebekah Hunter and starts at 18:40 in the webinar recording.

          Thank you for tuning in! 

          This was a top-level webinar! We appreciate your interest in Advanced Communities and the events we deliver religiously. We do hope you’ve become well-versed in the AC membership management tool as well as the gigantic Salesforce potential within this context. 

          See you on the next webinars coming our way and stay tuned. 

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            • Implement – Track progress, convert cases into ideas, and turn the best ideas into actionable projects.
             
             

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