by Marilyn Prevatte | Oct 6, 2020 | Blog, Customer Relationship Management
Why should you move to the Salesforce Lightning Experience? What benefits are there for your sales team, the ones that use Salesforce the most? There are many reasons, including the newly developed modern UI that brings in new features, modern design for ease-of-use,...
by Zach Bodine | Sep 4, 2020 | Blog, Customer Relationship Management
A distinct function of the Salesforce Lightning Experience is that it offers inside sales and sales management teams the ability to create custom apps. If you’re new to the Lightning Experience, you may not know what Lightning apps are or how to use them, so...
by XTIVIA | Jul 21, 2020 | Blog, Customer Relationship Management
Integration solutions between Salesforce and Epicor can be revolutionary for any company wanting a comprehensive solution between their ERP and CRM platforms. The benefits extend beyond improving internal communications and customer relations, and in most cases,...
by Marilyn Prevatte | Jun 10, 2020 | Blog, Customer Relationship Management
Just think about it: the thought of storing thousands of pieces of your data in the cloud can cause a nervous breakdown. With the frequent headlines about hacking and data breaches, you may wonder how secure a cloud CRM solution can be. With so much of your data at...
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 | Mar 26, 2020 | Blog, Customer Relationship Management
As a Salesforce Partner, we get asked all sorts of questions to support our client base. Recently a set of excellent questions was asked by one of our clients, “How do I change the layout of the home tab, and what is included on the home page?” “Is...
