XTIVIA BLOG
SugarCRM and Salesforce: Comparing the Differences
SugarCRM and Salesforce are two of the most popular CRM solutions on the marketplace today. There are quite a few differences that separate these two products from each other. While it’s impossible to cover every single one, this blog will compare the differences between the...
Reporting Queries Best Practices and Mistakes to Avoid
Performance issues are one of the primary reason and organizations are unsatisfied with their existing reports. One of the primary reason of this performance issue could be caused by report queries. Here are some of the most important thing to consider when writing reporting...
Efficient ETL Development via Biml and BimlScript
It’s been estimated that up to 60% of the effort in building a data warehouse can be spent in developing the ETL processes that are needed to copy data from source systems and transform it before loading it in to the data warehouse. Many of the ETL processes, especially those...
5 CRM Benefits that make a difference for your business
Hopefully, you and Customer Relationship Management (CRM) are well acquainted. If you're still strangers, read XTIVIA’s blog post on what a (CRM) system is and why you need one before reading on about these CRM benefits. Now you might be thinking, Okay, I understand...
Selecting a CRM: Why Infor™ CRM?
Infor™CRM (formerly known as SalesLogix) is one of the longest running Customer Relationship Management Platforms on the Market. There are many reasons why Infor CRM has been around for so long and has been successfully supporting many business’ CRM needs over the years....
The 10 Essential Steps For a Successful CRM Implementation
Follow these steps and you and your company will see a successful and seamless CRM implementation, no matter which CRM solution you select to adopt. 1. Determine a budget for the project Having a solid CRM strategy is important for building long-term success with your clients,...
A CRM SYSTEM: What it is and why you need CRM
The evening sun shimmers on the crystal-clear water of your favorite mountain lake as you bust out your fishing pole and cast a line. Your kids follow suit and pick their own little spots, each with the goal of reeling in a big catch. After several successful attempts at...
Build Groups within Infor™ CRM
Building groups in Infor CRM can be daunting. However, it is possible to take some of the difficulty out of building these groups.
Using Salesforce: Multiple Bids, Multiple Contractors, Single Job Opportunities
With Salesforce in many instances, clients will need to create an opportunity for each quote that goes out the door. For example, they bid 1-project to 10-contractors; they often will need to create 10-Salesforce opportunities. This can create a pipeline that is inflated...
Salesforce Integration Time
The integration of applications into Salesforce is heavily dependent on many factors. While Salesforce has a very robust API, the capabilities of other applications often becomes the single contributing factor to the time and complexity of integrating with Salesforce. Obtaining...