Marilyn Prevatte | Director Quality Assurance
Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.
Marilyn Prevatte
Director Quality Assurance
Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.
Salesforce DevOps Center: The Modern Standard for Release Management
SUMMARY: Salesforce DevOps Center streamlines the app lifecycle with Git-based workflows, visual pipelines, and built-in governance, enabling faster, collaborative releases. Table of contentsSUMMARY:IntroductionSalesforce DevOps Center: The Modern Standard for Release... read more
Salesforce Chatter vs. Slack: Finding Your Organization’s “Communication Sweet Spot”
SUMMARY: Organizations can maximize productivity and close deals faster by strategically integrating Salesforce Chatter’s record-centric data with Slack’s high-speed, message-centric collaboration platform. Salesforce Chatter provides a permanent,... read more
QuickBooks Online Integration for Efficient Workflows in monday.com
SUMMARY: Integrating QuickBooks Online with monday.com through API-driven workflows enables organizations to automate invoicing and gain real-time financial visibility by eliminating data silos between operations and finance teams. Connecting these platforms... read more
Salesforce Maps: The Smarter Way to Visualize, Plan, and Optimize Field Sales
SUMMARY: Salesforce Maps integrates location intelligence directly into the CRM ecosystem, helping sales teams visualize data, optimize travel routes, and manage territories more efficiently. Salesforce Maps lets users plot accounts, leads, and opportunities... read more
Salesforce Fundamentals: Current Data vs. Historical Data
Summary Salesforce Historical Trending transforms static records into actionable intelligence by comparing current data against past snapshots, enabling organizations to proactively identify shrinking sales deals, pinpoint service bottlenecks, and validate process... read more
Cracking the Code: What Is Salesforce Marketing Cloud Engagement?
SUMMARY: Salesforce Marketing Cloud Engagement functions as the ultimate intelligent digital communication hub that leverages AI and real-time data to orchestrate hyper-personalized, dynamic customer experiences across every channel, moving beyond simple segmentation... read more
Tired of Data Chaos? Tame Your Salesforce with These Game-Changing Tips
SUMMARY: To master Salesforce data management, this article explores practical strategies for keeping Salesforce data organized, accurate, and secure. From preventing duplicate records with Matching and Duplicate Rules to using new features like Custom Address Fields... read more
Tame the Data Deluge with Salesforce Dynamic Forms
SUMMARY: This guide explains how Salesforce administrators and business leaders can use features like Dynamic Forms to create an organized, secure, and user-friendly CRM, ultimately boosting team productivity and user adoption. Utilize Dynamic Forms to declutter... read more
Unlocking Salesforce Superpowers: Fueling Your Team for Ultimate Success
SUMMARY: Organizations maximize their Salesforce investment and drive long-term business growth by implementing strategic user motivation techniques and comprehensive training programs. Leaders must clearly communicate the platform’s overarching vision and... read more
Salesforce Copilot vs OpenAI: Can LLMs Replace Traditional Workflows in CRMs?
SUMMARY: Large Language Models (LLMs), specifically the integrated Salesforce Copilot and generalist OpenAI solutions, are poised to revolutionize Customer Relationship Management (CRM) workflows by automating tasks, streamlining data entry, and generating insights,... read more
Maximizing Success with Salesforce: Tips and Tricks for Sales and Service Teams
SUMMARY: Salesforce empowers sales and service teams to drive revenue and nurture customer relationships by streamlining operational workflows through strategic customization, automation, and data-driven insights. Organizations should tailor Salesforce layouts,... read more
Unveiling the Power of AI in Salesforce
SUMMARY: Salesforce integrates its Einstein AI backbone across the entire platform to empower organizations with predictive insights and automated workflows that optimize customer relationship management and accelerate business growth. Salesforce Einstein serves as... read more
A Comprehensive Look at Microsoft Dynamics 365
SUMMARY: Microsoft Dynamics 365 is a comprehensive Customer Relationship Management (CRM) solution that empowers organizations to streamline sales, marketing, and service operations through intelligent automation and seamless integration with the Microsoft ecosystem.... read more