by Marilyn Prevatte | Oct 4, 2022 | Blog, Customer Relationship Management
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...
by XTIVIA | Sep 20, 2022 | Blog, Customer Relationship Management
This post was adapted from one of our CRM Snacktime Snippet videos that you can watch here. Are you using a business-to-customer solution? If you are not, here is why you should: B2C (any sales process that sells directly to consumers) cuts out the agent and increases...
by Anosh Wadia | Sep 13, 2022 | Blog, Customer Relationship Management
If you’ve worked with Salesforce flows often enough, you’ve more than likely run into one of these painful errors! Apex CPU time limit exceeded or Too many SOQL queries: 101 or Too many DML operations. While these errors are really frustrating to...
by Rocky Magana | Aug 17, 2022 | Blog, Customer Relationship Management
When it comes to running your business, you want to make sure you are running the best software and that all your applications and data are on and stored in the platform that meets the needs of your business. Here is the kicker, there are loads of assorted products...
by Anosh Wadia | Jun 3, 2022 | Blog, Customer Relationship Management
This is going to be controversial but I’m going to say it. The only type of Salesforce flow you should ever use for background automation in Salesforce is an Autolaunched flow! Yep, you heard that right, ALWAYS build an Autolaunched flow! Which means don’t...
by Marilyn Prevatte | Apr 21, 2021 | Blog, Customer Relationship Management
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...
