by XTIVIA | Sep 4, 2020 | Blog, Customer Relationship Management
A distinct function of the Salesforce Lightning Experience is that it offers inside sales and sales management teams the ability to create custom apps. If you’re new to the Lightning Experience, you may not know what Lightning apps are or how to use them, so...
by Anosh Wadia | Aug 7, 2020 | Blog, Customer Relationship Management, Dynamics 365, Microsoft
In response to the retirement of the old web client for Dynamics 365 Online, Microsoft is introducing a much more responsive and efficient dedicated interface. To improve user experience, the new Unified Client Interface (UCI) aims to capitalize on mobile...
by XTIVIA | Jul 21, 2020 | Blog, Customer Relationship Management
Integration solutions between Salesforce and Epicor can be revolutionary for any company wanting a comprehensive solution between their ERP and CRM platforms. The benefits extend beyond improving internal communications and customer relations, and in most cases,...
by XTIVIA | Jul 1, 2020 | Blog, Customer Relationship Management
In a previous blog on concurrency issues in Salesforce-Epicor integrations, we looked at handling round-robin updates in the integration and troubleshooting tactics. Along the same lines, there are some best practices your team can employ to gain detailed information...
by Marilyn Prevatte | Jun 10, 2020 | Blog, Customer Relationship Management
Just think about it: the thought of storing thousands of pieces of your data in the cloud can cause a nervous breakdown. With the frequent headlines about hacking and data breaches, you may wonder how secure a cloud CRM solution can be. With so much of your data at...
by Anosh Wadia and Doddy Amijaya | May 20, 2020 | Blog, Customer Relationship Management
Concurrency issues in a bi-directional Epicor-Salesforce integration can hinder your teams’ productivity, and mediating them isn’t always an easy barrier to hurdle. The main reason is that, although Epicor is an acceptable ERP system for many businesses,...
by XTIVIA | May 6, 2020 | Blog, Customer Relationship Management
As the link between company resources and customer information becomes more vital, the need for CRM and ERP integrations is quickly growing. Having succinct connections between inventory and sales, purchasing and customer reporting, and other resource-sales...
by Marilyn Prevatte | May 5, 2020 | Blog, Customer Relationship Management
What is a CRM? CRM stands for Customer Relationship Management. In terms of Software, CRM is a system, either cloud-based or on-premise, that improves customer relationships by assisting in customer acquisition and retention, providing significant sales growth. A CRM...
by XTIVIA | Apr 9, 2020 | Blog, Customer Relationship Management
Customer Relationship Management (CRM) has become the premier technology for business and the fastest growing software industry. While their popularity continues to grow — roughly 91% of companies with 11 or more employees now use CRM technology — so do the features...
by Marilyn Prevatte | Mar 26, 2020 | Blog, Customer Relationship Management
As a Salesforce Partner, we get asked all sorts of questions to support our client base. Recently a set of excellent questions was asked by one of our clients, “How do I change the layout of the home tab, and what is included on the home page?” “Is...
