by Anosh Wadia | May 13, 2025 | Blog, Customer Relationship Management, Salesforce
One common frustration for Salesforce admins and users is how hyperlink fields behave in reports. You create a custom formula field with a hyperlink to a record or external site, and when you sort that column in a report, you expect it to sort alphabetically by the...
by Anosh Wadia | May 6, 2025 | Blog, Customer Relationship Management, Salesforce
Are you noticing emails sent from Salesforce are not being received? Have you configured automation or flows intended to send notifications via email, but no errors are reported, and emails are not received? Are users sending emails directly from Salesforce but...
by Marilyn Prevatte | Jan 21, 2025 | Blog, Customer Relationship Management, Dynamics 365, Microsoft
In an era where customer relationships are the cornerstone of success, businesses increasingly turn to Customer Relationship Management (CRM) systems to enhance interactions, streamline operations, and drive growth. Microsoft Dynamics CRM, with its unique features,...
by Marilyn Prevatte | Jan 14, 2025 | Blog, Customer Relationship Management, Dynamics 365, Microsoft
XTIVIA has been a customer relationship management (CRM) leader since 1992. We know CRM and can give your sales team the agility to capture more leads and build lasting relationships with your customers, even after a sale. One thing we know is that two companies are...
by Marilyn Prevatte | Dec 5, 2024 | Blog, Customer Relationship Management, Microsoft
In the dynamic landscape of modern business, nurturing customer relationships has never been more essential, and XTIVIA is here to help. Enter Microsoft Dynamics CRM, a robust Customer Relationship Management (CRM) solution designed to help businesses streamline...
by Marilyn Prevatte | Oct 10, 2024 | Blog, Customer Relationship Management, Salesforce
In today’s fast-paced digital landscape, businesses must innovate rapidly to stay competitive. The Salesforce Platform stands out as a powerful enabler of innovation, providing tools and services that empower organizations to build, customize, and deploy...
by Marilyn Prevatte | Oct 1, 2024 | Blog, Customer Relationship Management, Salesforce
Salesforce has consistently been at the forefront of innovation in the ever-evolving business technology landscape. This year, at Dreamforce 2024, Salesforce unveiled one of its most groundbreaking advancements yet: Agentforce. This suite of autonomous AI agents is...
by Marilyn Prevatte | Sep 24, 2024 | Blog, Customer Relationship Management, Salesforce
The Salesforce ecosystem continuously evolves, driven by technological advancements and ever-changing business needs. Among the most transformative trends are integrating artificial intelligence (AI) and machine learning (ML) into Salesforce’s suite of tools....
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...
