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 Praveen Barve | Jun 2, 2020 | Blog, Salesforce
There are various approaches and practices organizations follow when migrating to Salesforce. However, moving all the data without analyzing what will add value to your organization is not recommended. The key to a successful migration is to understand what is needed,...
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 Marilyn Prevatte | Jan 29, 2020 | Blog, Customer Relationship Management
Empowering your team with the knowledge to develop better products and services, improve the customer experience, and increase opportunities is the key to using best practices with Salesforce. You have invested in Salesforce but implementing across your team has been...
by XTIVIA | Oct 16, 2019 | Blog, Customer Relationship Management
So your company is new to Salesforce, and your team wants the most out of their new CRM promptly. Like any new system, though, you and your team must understand what they need to do to leverage the benefits. When it comes to Salesforce, implementation is pretty...
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 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 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...
