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 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
Table of contentsWhy Bother with Motivation? It’s the Fuel in Your Salesforce EngineFueling the Fire: Actionable Strategies to Motivate Your Salesforce SquadSetting the Stage for Salesforce Triumph: Foundational PillarsThe Ongoing Journey to Salesforce Mastery... 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
Table of contentsUnlocking Business Potential Core FeaturesBenefitsFlexible Deployment Options In today’s highly competitive business environment, Customer Relationship Management (CRM) systems are crucial for managing interactions with current and potential... read more
Why Businesses Choose XTIVIA and Microsoft Dynamics CRM
Table of contentsSeamless Integration with Microsoft ProductsExpertise and ExperienceCentralized Customer DataAdvanced Sales AutomationMicrosoft DataverseMicrosoft PowerPlatformPower AutomateSharepoint IntegrationPowerful Marketing CapabilitiesEnhanced Customer... read more
Comparing Microsoft Dynamics CRM to Other Popular CRMs
Table of contentsMicrosoft Dynamics CRMSalesforceComparison with Dynamics CRMHubSpot CRMComparison with Dynamics CRMZoho CRMComparison with Dynamics CRM XTIVIA has been a customer relationship management (CRM) leader since 1992. We know CRM and can give your sales... read more
The Power of Microsoft Dynamics CRM: A Beginner’s Guide
In the dynamic landscape of modern business, nurturing customer relationships has never been more essential, and XTIVIA is here to help. Enter Microsoft Dynamics CRM, a robust Customer Relationship Management (CRM) solution designed to help businesses streamline... read more