by Mike Ahrenhoersterbaeumer | Aug 20, 2019 | Blog, Customer Relationship Management
There are numerous benefits to implementing a CRM solution. In this blog, we want to pick and define five we find are of vital importance around CRM. In particular, we will focus on sharing not only what those benefits are, but how leveraging Salesforce™ enhances them...
by Anosh Wadia | Aug 1, 2019 | Blog, Customer Relationship Management
SUMMARY: Salesforce Administrators can bypass the limitations of rigid Matching Rules by utilizing the Duplicate Record Sets standard object to manually associate and merge up to three unrelated Accounts or Contacts into a single, accurate record. Users must perform a...
by Mike Ahrenhoersterbaeumer | Jul 17, 2019 | Blog, Customer Relationship Management
One of the biggest questions that needs to be answered when implementing any software — especially CRM (customer relationship management) — is, “where is this software going to be hosted?” “Is this going to be hosted on my own in-house servers or in...
by XTIVIA | Jun 4, 2019 | Blog, Customer Relationship Management
So your sponsor is backing up the Lightning transition, your team is onboard, and all you have to do now is decide on your strategy. There’s a number of different ways, but typically you’ll either phase Lightning in or do it all at once. Which of these paths you...
by XTIVIA | May 8, 2019 | Blog, Customer Relationship Management
We’ve talked about the beneficial features of Lightning and the technical details of migrating, but there’s another important aspect: your team. Adopting Lightning isn’t just about turning on a switch; it’s about having a unified vision and...
by XTIVIA | Apr 30, 2019 | Blog, Customer Relationship Management
Manufacturing, like every other industry, has unparalleled opportunities for growth in delivering greater customer value, streamlining operations and adapting to real-time customer conversations in today’s digital economy. Here are the top four that...
by Vikas Sharma | Apr 24, 2019 | Blog, Boomi, Customer Relationship Management, Salesforce
In today’s growing economy, every business needs to connect to customers more frequently than ever; establishing processes which actively support ongoing customer relationship management is no longer a luxury, it’s a necessity. Being the industry’s...
by Anosh Wadia | Apr 18, 2019 | Blog, Customer Relationship Management
Migrating your data to Salesforce should be considered a serious task. Migrating bad data causes adoption problems, customer relationship issues, decrease review and diagnostic problems. A data migration strategy should be put into place that includes stakeholders...
by Mike Ahrenhoersterbaeumer | Mar 27, 2019 | Blog, Customer Relationship Management
You may have heard from Salesforce that, in the near future, Lightning will be available within your Salesforce instance. Lightning is Salesforce’s newest innovation designed to enhance your team’s user experience and drive further adoption throughout all...
by Mike Ahrenhoersterbaeumer | Mar 26, 2019 | Blog, Customer Relationship Management
You may have recently received a notification from Salesforce that, in the very near future, Lightning will be auto-enabled within your Salesforce instance. If you haven’t done a lot of research on Lightning, this may give you a cause for concern. Don’t...
