by Marilyn Prevatte | Feb 26, 2026 | Blog, Customer Relationship Management, Salesforce
SUMMARY: Organizations can maximize productivity and close deals faster by strategically integrating Salesforce Chatter’s record-centric data with Slack’s high-speed, message-centric collaboration platform. Salesforce Chatter provides a permanent,...
by Dave Olski | Oct 28, 2025 | Blog, Customer Relationship Management, Salesforce
SUMMARY: Docker and Containerization offer an essential solution for developers and system administrators by packaging Salesforce-connected applications and their dependencies into standardized, isolated containers, thereby eliminating the persistent problem of...
by Marilyn Prevatte | Oct 16, 2025 | Blog, Customer Relationship Management, Salesforce
SUMMARY: Salesforce Marketing Cloud Engagement functions as the ultimate intelligent digital communication hub that leverages AI and real-time data to orchestrate hyper-personalized, dynamic customer experiences across every channel, moving beyond simple segmentation...
by Marilyn Prevatte | Aug 21, 2025 | Blog, Customer Relationship Management, Data Management, Salesforce
SUMMARY: To master Salesforce data management, this article explores practical strategies for keeping Salesforce data organized, accurate, and secure. From preventing duplicate records with Matching and Duplicate Rules to using new features like Custom Address Fields...
by Marilyn Prevatte | Aug 14, 2025 | Blog, Customer Relationship Management, Salesforce
SUMMARY: This guide explains how Salesforce administrators and business leaders can use features like Dynamic Forms to create an organized, secure, and user-friendly CRM, ultimately boosting team productivity and user adoption. Utilize Dynamic Forms to declutter...
by Marilyn Prevatte | Jan 14, 2025 | Blog, Customer Relationship Management, Dynamics 365, Microsoft
Table of contentsMicrosoft Dynamics CRMSalesforceComparison with Dynamics CRMHubSpot CRMComparison with Dynamics CRMZoho CRMComparison with Dynamics CRM XTIVIA has been a customer relationship management (CRM) leader since 1992. We know CRM and can give your sales...
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...
