Module / Topic: Salesforce
Browse Mergen content
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Webinar: CDP Architecture — B2B vs B2C Patterns
B2B and B2C CDP deployments are very different. This webinar covers the architectural patterns that fit each.
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Insurance Industry Reference Architecture — Life, P&C, Specialty, Reinsurance
A 36-page reference architecture for the insurance industry — covering life, P&C, specialty, and reinsurance carriers.
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Retail + CPG Industry Reference Architecture
A 32-page reference architecture for retail + CPG — omnichannel commerce, loyalty, supply chain, and the data platform underpinning it all.
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Government Industry Reference Architecture — Federal, State, Local
A 30-page reference architecture for government technology — federal civilian + DoD-aligned + state + local + municipal.
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Why Most CRM Implementations Fail — And How Yours Doesn’t
Most CRM implementations stall at adoption. Three patterns separate successful rollouts from the long tail of failures.
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Major Newspaper Publisher: Subscription + Content-Operations Modernization
A major newspaper publisher rebuilt subscription + content operations on Salesforce. Subscriber LTV up 28%; content-team productivity up 32%.
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Broadcast Network: Ad-Sales Platform on Salesforce + Custom Lightning
A broadcast network unified ad-sales operations on Salesforce. Inventory management + deal-management + revenue management on a single platform.
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Major Nonprofit: Fundraising + Donor Engagement on Salesforce NPSP
A major nonprofit deployed Salesforce NPSP + Marketing Cloud for donor engagement. Donor lifetime value up 47%; major-gift conversion up 6 points.
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National Membership Association: Member Portal + Engagement on Salesforce
A national membership association rebuilt member portal + engagement on Salesforce. Member retention up 8 points; new-member conversion up 14 points.
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National Residential Brokerage: Salesforce for Agent + Customer Lifecycle
A national residential brokerage unified agent + customer lifecycle on Salesforce. Agent productivity up 32%; customer NPS up 28 points.