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.
Importance of Salesforce Data Audits
Maybe you have been using Salesforce for a while now, but you suspect your data’s integrity and quality are inconsistent. Also, you may find that you need to utilize some of its features; a Salesforce Data Audit can help you identify those areas that need... read more
Is Mailchimp a Better Fit Than Salesforce Marketing Cloud?
As an enterprise business owner, you have choices regarding marketing automation platforms. One popular option is Mailchimp, which offers a range of features and integrations to help you grow your business. However, Salesforce Marketing Cloud may better fit a large... read more
Salesforce Restriction Rules
Have you ever wanted to restrict certain records to users and want to bypass org-wide defaults? You can with Restriction Rules. Salesforce Restriction Rules are a feature in Salesforce that allows administrators to restrict access to specific data, fields, or... read more
More About Microsoft® Power Platform – Power BI
In Rocky’s previous blog, he discussed Microsoft’s Power Platform with the main components of Power BI, Pages, Apps, Automate, and Virtual Agents. Now let us dig deeper and discuss each of these components independently. So let us start with Power BI. What... read more
Microsoft Dynamics 365 CE Sales
In our recent article, Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement, we spoke about creating the ideal customer experience. With Dynamics 365, Microsoft builds the “relationship” in CRM. To recall, Microsoft Dynamics... read more