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...
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 | Jan 8, 2020 | Blog, Customer Relationship Management
Data is the lifeblood of creating an ideal customer experience, and it’s the best way to develop long-lasting relationships with returning customers. No matter what your market looks like, having concise data for customer profiles is essential to winning their...
by XTIVIA | Dec 10, 2019 | Blog, Customer Relationship Management
Cloud-centric business is blowing up right now. No matter what your industry is, the cloud is making its way in. However, cloud solutions need to be different for each business. Salesforce is making headway around customized cloud services for various industries....
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...
