Richard Cookson Content Writer

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.

Future Trends in Salesforce AI and Machine Learning within the Salesforce Ecosystem

The Salesforce ecosystem continuously evolves, driven by technological advancements and ever-changing business needs. Among the most transformative trends are integrating artificial intelligence (AI) and machine learning (ML) into Salesforce’s suite of tools.... read more

Moving to Salesforce Lightning Experience?

XTIVIA gathered a list of tips for those moving to Salesforce Lightning Experience. If not, why aren’t you? Lightning Experience offers many features to enhance productivity, streamline operations, and facilitate faster app development. Here are some notable... read more

Salesforce NPSP Implementation Mistakes To Avoid

Are you a nonprofit considering implementing Salesforce? Have you heard about the Salesforce Nonprofit Success Pack (NPSP)? This managed package is tailored specifically for nonprofits and is a game-changer. It streamlines fundraising and stakeholder data, offering a... read more

Achieve Peak Performance with Salesforce Managed Services from XTIVIA

With Salesforce, achieving the highest performance and maximizing ROI requires strategic planning, ongoing optimization, and specialized expertise. In this blog, we will unlock the full potential of your Salesforce investment through the Salesforce managed services... read more

Building Effective CRM User Adoption Strategies

Customer Relationship Management (CRM) systems are powerful tools that enable businesses to manage customer interactions, streamline processes, and enhance overall efficiency. However, the success of a CRM implementation doesn’t solely depend on the technology;... read more

The Art of Customizing Microsoft Dynamics 365: Beyond the Basics

Microsoft Dynamics 365, like swift solid-state drives (SSDs), boasts formidable power. These rapid storage devices slash load times, supercharge boot speeds, and elevate system responsiveness—it is akin to trading in your trusty bicycle for a turbocharged motorcycle!... read more

MS Dynamics Implementation: A Guide to Avoiding Common Mistakes

MS Dynamics is a powerful customer relationship management (CRM) platform that has transformed how organizations handle customer data, sales processes, and overall business operations. Implementing Microsoft Dynamics 365 can transform businesses, but avoiding common... read more

Salesforce Implementation: A Guide to Avoiding Common Mistakes

Salesforce, a robust customer relationship management (CRM) platform, has revolutionized how organizations manage customer data, sales processes, and business operations. Implementing Salesforce successfully requires careful planning, strategic execution, and... read more

Salesforce in an AI-Driven World

Like a mighty engine, the Salesforce platform continues evolving with each release. Yet, with great power comes great complexity. As we navigate this digital landscape, we find ourselves at the intersection of Salesforce and artificial intelligence (AI). Preparing for... read more

Supercharge Salesforce with Data Archiving

Simplifying our business processes is crucial as the new year begins, especially with Salesforce’s increasing data. Good data management through Salesforce Data Archiving improves user experiences, cuts storage costs, and makes handling data easier. It’s... read more