by XTIVIA | Nov 20, 2019 | Blog, Customer Relationship Management
Since being released, the Salesforce Lightning Experience has proven itself a worthy competitor to the Classic version of Salesforce. However, as a client-side base platform, slow load speeds have been relatively common for users making the transition. We want to...
by XTIVIA | Nov 7, 2019 | Blog, Customer Relationship Management
In Salesforce, there is a collection of tips and tricks to support your sales and service teams, providing you with the information you need to become a better business leader. In this blog, we are going to discuss 5 different tips or tricks to help you accomplish...
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 Anosh Wadia | Sep 5, 2019 | Blog, Customer Relationship Management
In Salesforce, you need insight into your business and your data and that starts with the people you’re doing business with. In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you’re doing...
by XTIVIA | Aug 28, 2019 | Blog, Customer Relationship Management
Since Salesforce purchased Quip back in 2016, users have long-awaited the collaborative and productive possibilities that would come from a Salesforce-Quip integration. For the past three years, Quip has been a standalone software under Salesforce, but as of May 2019...
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 XTIVIA | Jun 4, 2019 | Blog, Customer Relationship Management
So your sponsor is backing up the Lightning transition, your team is onboard, and all you have to do now is decide on your strategy. There’s a number of different ways, but typically you’ll either phase Lightning in or do it all at once. Which of these paths you...
by XTIVIA | May 15, 2019 | News
XTIVIA has just launched remoteCRM.com to provide on-demand Salesforce admin services to meet the market’s growing need for intelligent customer relationship success. remoteCRM’s certified professionals help companies using Salesforce to implement,...
by XTIVIA | May 8, 2019 | Blog, Customer Relationship Management
We’ve talked about the beneficial features of Lightning and the technical details of migrating, but there’s another important aspect: your team. Adopting Lightning isn’t just about turning on a switch; it’s about having a unified vision and...
