Manufacturing Industry Lead, David Morley2020-08-21T20:56:34+00:00

David Morley, Manufacturing Industry Lead

Bringing a wealth of real world experience driving Manufacturing growth with Salesforce

Our Manufacturing Vertical Lead David Morley has over 30 years of manufacturing experience focused on driving sales and identifying organic areas of growth in both Private Equity and publicly traded corporations.

David Morley, Managing Director, Manufacturing Vertical

As an early adopter of Salesforce, David has driven growth with the Salesforce platform in seven different businesses since 2005.

Leading Rainmaker’s efforts in delivering thought leadership related to Salesforce’s value in the manufacturing industry, David and his team have developed a comprehensive framework called “Rainmaker Strategic Deployment” (RSD).

RSD outlines the key tenets of a manufacturing business focused on growth, and aligns best practices on how Salesforce can facilitate that growth.

Want to Find Out More?

Drop us a line if you would like to learn more about RSD or any of our Manufacturing Solutions.

Whitepapers

Our latest whitepaper, entitled “Minimizing Slow-Moving Inventory” is available for download.

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Case Studies

Why You Should Be Building Low-Code Salesforce Apps

Why You Should Be Building Low-Code Salesforce Apps There's a reason people drive cars instead of walking, type on computers instead of typewriters, and do math on calculators instead of pencil and paper. While some people enjoy the recreation of a long walk, the nostalgia of a typewriter, or the discipline of pencil and paper, these have all fallen out of common practice because there are better tools to help us accomplish these tasks. Knowing and using the right tool for a job is an essential discipline to maximize efficiency and free up your time so you can focus on the things that matter to you. When it comes to technology, Salesforce is the right tool that can revolutionize your approach to building apps. With robust features and high performance, Salesforce is a powerful platform for low-code apps, and Rainmaker is your secret weapon for Salesforce-managed services. Salesforce is a leading CRM platform that allows users to create low-code apps. Features like Einstein maximize the value users get from their data. Rainmaker specializes in Salesforce-managed services. What Is Salesforce? Salesforce is a cloud-based software company specializing in Customer Relationship Management (CRM) and sales app development. Far from being a one-trick pony, Salesforce is home to a wide range of software spanning analytics, marketing automation, customer service, and more. Salesforce allows organizations to develop their apps on their platform, combining Salesforce's expertise with organizations' specific needs and resources. Enter Rainmaker: a company that specializes in Salesforce integration and support. Rainmaker is an expert in the technical aspects of Salesforce integration so that you don't need to be—it guides your journey with Salesforce products so you can build low-code Salesforce apps without the unnecessary headaches of functionality and integration. Low-Code Salesforce App Creation Salesforce makes app creation as simple as possible. By allowing users to create low-code applications, Salesforce maximizes the value its users get out of their platform and enhance the experience every user has with their software. You can create a low-code app directly within Salesforce by navigating to its AppSetup menu, selecting Create, and then selecting Apps. By selecting different components, you can build your dream app with little to no coding and in a short amount of time. At least two parties will use apps: the business user and the end-user. Salesforce allows app optimization for both sides. Business users get a clean interface, convenient access to the information they need, and functional tools to automate their processes. End-users (customers) get an intuitive UI, responsive feedback, and a stress-free user experience. By customizing both sides of the app, you can create the best possible experience for everyone who uses it, whether they are the CEO or a new prospective lead. You can optimize your Salesforce apps for desktop and mobile use. Users can customize different default experiences for desktop or mobile users so that you can polish and customize the user experience across platforms and screen sizes. Salesforce Trailhead Although the app creation process

5 Salesforce Data Migration Tools to Speed Up Your M&A

5 Salesforce Data Migration Tools to Speed Up Your M&A Mergers and acquisitions are an eventual part of business growth. Nevertheless, organizations manage their records and customer data according to methods that suit their particular needs. When it’s time to migrate large volumes of business data in mergers, the technical challenges of transforming different schemas for field matching and integration can task even sophisticated IT departments. For users of the platform, several Salesforce data migration tools, native and third party, can simplify data migrations of varying degrees of complexity. With the demand for data migration tools on the rise, businesses should keep abreast of the market’s best options relative to their needs. In this guide, you’ll learn what data migrations in Salesforce are and what tools you can use to perform them. When organizations merge, integrating their separate data stores involves data migrations. Data migration moves data from one location to another with sufficient technical handling to avoid loss or alteration. The Salesforce platform has two proprietary data migration tools. Various other third-party tools perform similar tasks that exceed or differ from the capacity of Salesforce tools.  What Is Data Migration? Data migration is the process of relocating data between computer storage systems. Both old and new locations can be on-site servers or cloud servers. The migration process must include steps to select, prepare, extract, and transform migrated data to migrate data successfully without loss or alteration.  Data migrations become necessary for a variety of reasons: Server upgrades or replacement Maintenance Application migration Mergers or consolidations of organizations Disaster recovery Data Migrations in Salesforce Data migrations are a part of merging organizations in Salesforce. The Salesforce platform supports three kinds of organization mergers. Single Organization: Migrates data from two or more organizations into a newly created organization. The process destroys the original organizations. Reporting Organization: Creates a single new organization that collects and reports data from various existing organizations. Parent-and-Child Organization: Assigns a parent-child relationship to existing organizations so that data flows one way from parent to child. For all three merger types, Salesforce recommends certain steps to ensure data integrity and prevent loss. Backup Existing Data Categorize Tables for Field Mapping Prepare Necessary Scripts Migrate and Authenticate Data 5 Salesforce Data Migration Tools You can use platform-native tools or third-party applications to migrate data in Salesforce. Whichever tool you choose will have its pros and cons, and the best tool for any particular migration will depend on details such as size and complexity. 1. Data Import Wizard Available in all Salesforce editions except Database.com, Data Import Wizard is Salesforce’s standard data migration tool. With step-by-step walk-throughs for most common data types, users can easily set up migrations for databases of accounts, contacts, leads, and even custom objects.  Data Import Wizard’s ease of use comes with some limitations. Migrations have a record cap of 50,000 and can only import, not export, data. Import Wizard will likely be the best tool for the job if your migration

Are You Making the Most of the Salesforce Marketing Cloud?

Are You Making the Most of the Salesforce Marketing Cloud? With 14.1% of global market share in cloud-based digital marketing platforms – beating nearest rival Abode by 2.1% total market share – Salesforce Marketing Cloud dominates the world of digital marketing enhancement. The platform offers a deep variety of features, and even tech-savvy organizations need time to become handy and versed in each. In this guide, you’ll learn what the nine features of Marketing Cloud can do to improve your overall marketing reach and effectiveness. Salesforce Marketing Cloud is the premier cloud-based digital marketing platform. Marketing Cloud offers nine distinct features to enable marketers to reach better, more targeted audiences with relevant, personalized content. Knowing how each feature functions and what problems it solves can help you get the most value out of your use of Marketing Cloud.  What is Salesforce Marketing Cloud? Salesforce Marketing Cloud is a suite of cloud-based marketing tools designed to connect partitioned systems and discrete interactions across channels to enable faster and more personalized connections with customers. Integrating customer data from the entirety of your data ecosystem, the platform uses intuitive, no-code interfaces to facilitate marketing visibility and customer understanding.  The 9 Salesforce Marketing Cloud Features To get the most out of Salesforce Marketing Cloud, you should familiarize yourself with its nine distinct features and audit your use to see if your teams are applying all the best tools available to them.  1. Journey Builder Journey Builder is Marketing Cloud’s tool for creating customer journey maps– diagrams illustrating the touchpoints potential customers pass through from first contact to purchase. Journey Builder allows users to create comprehensive journey maps in an intuitive no-code interface. With Journey Builder, you can track customer progress across all relevant channels, such as: Ad Clicks Emails Opened Mobile and Web Visits Social Media Interactions With visibility into your customers’ journeys, you can turn your customer data – browsing habits, preferences, purchase history, and other feedback – into a personalized connection for establishing one-on-one relationships.  In Marketing Cloud, all users who interact with customers directly throughout your organization – in sales, marketing, and customer service – can see customer journey data in a customer’s unified profile. Access to this personalized representation brings alignment to customer experiences at all touchpoints.  2. Email Studio Email Studio helps marketers reach larger, more targeted audiences with more effective content. Using a drag-and-drop interface, users can segment and filter millions of customer profiles in seconds. Email Studio scales personalized content seamlessly with access to the full range of customer data stored in unique profiles.  Users can automate multiple campaign-building tasks by creating reusable content blocks that can retain text, HTML, images, buttons, and dynamic content. Marketers can use content blocks for A/B testing and view automatically generated performance reports for content enhancement.  3. Data Studio Data Studio gives users access to a rich database of premium Salesforce data for discovering new, high-quality audiences. With built-in compliance controls and a trusted reputation

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