by Marilyn Prevatte | Sep 10, 2024 | Blog, Customer Relationship Management, Salesforce
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...
by Marilyn Prevatte | Aug 6, 2024 | Blog, Customer Relationship Management, Salesforce
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...
by Marilyn Prevatte | Jun 4, 2024 | Blog, Customer Relationship Management, Salesforce
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...
by Marilyn Prevatte | May 23, 2024 | Blog, Customer Relationship Management, Dynamics 365, Microsoft, Salesforce
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;...
by Marilyn Prevatte | Apr 2, 2024 | Blog, Customer Relationship Management, Salesforce
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...
by Marilyn Prevatte | Mar 5, 2024 | Blog, Customer Relationship Management, Salesforce
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...
by XTIVIA | Feb 29, 2024 | Blog, Customer Relationship Management, Salesforce
Are you ready to revolutionize your real estate business with Salesforce? In our latest download, we dive deep into the world of Salesforce customization for the real estate industry, providing a comprehensive guide to streamline your operations and boost your sales....
by Marilyn Prevatte | Feb 20, 2024 | Blog, Customer Relationship Management, Salesforce
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...
by Arohi Modi | Feb 15, 2024 | Blog, Customer Relationship Management, Salesforce
Salesforce Pro Suite is a collection of cloud-based applications to help businesses manage customer relationships (CRM), marketing, and sales. It’s a more advanced version of their Starter Suite, offering additional features and functionalities for businesses...
by Arohi Modi | Feb 7, 2024 | Blog, Customer Relationship Management, Salesforce
Choosing the right Customer Relationship Management (CRM) platform is a critical decision for businesses of all sizes. This blog compares Salesforce’s two primary offerings: the Salesforce Starter Suite and the Salesforce Pro Suite. Each suite caters to...
