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The Team Aspect of Adopting Salesforce Lightning

The Team Aspect of Adopting Salesforce Lightning

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...
Best Practices to Maximize Return on your Boomi – Salesforce Investment

Best Practices to Maximize Return on your Boomi – Salesforce Investment

by Vikas Sharma | Apr 24, 2019 | Blog, Boomi, Customer Relationship Management, Salesforce

In today’s growing economy, every business needs to connect to customers more frequently than ever; establishing processes which actively support ongoing customer relationship management is no longer a luxury, it’s a necessity. Being the industry’s...
Tips for Data Migration to Salesforce

Tips for Data Migration to Salesforce

by Anosh Wadia | Apr 18, 2019 | Blog, Customer Relationship Management

Migrating your data to Salesforce should be considered a serious task. Migrating bad data causes adoption problems, customer relationship issues, decrease review and diagnostic problems. A data migration strategy should be put into place that includes stakeholders...
What You Should Know About Migrating to Salesforce Lightning

What You Should Know About Migrating to Salesforce Lightning

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...
Why Migrate to Salesforce Lightning?

Why Migrate to Salesforce Lightning?

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...
Significance of Clean Data in Salesforce / MuleSoft Implementation

Significance of Clean Data in Salesforce / MuleSoft Implementation

by Indira Vishnampet | Oct 24, 2018 | Blog, MuleSoft

In May of 2018, Salesforce finalized a $6.5 billion move to acquire the application and data integration company, MuleSoft. They are hoping to provide their customers with revolutionary data services. The company’s acquisition will pave the way for cloud...
Creating Reports in Salesforce

Creating Reports in Salesforce

by Marilyn Prevatte | Apr 10, 2018 | Blog, Customer Relationship Management

Are your salespeople still giving you spreadsheets for their forecasts? Are they spending hours a week compiling the information you need? Then stop using Salesforce as a rolodex and start using it was designed, as a forecast tool. Looking for the right data from...
The Best Salesforce Alternatives for your Business

The Best Salesforce Alternatives for your Business

by Mike Ahrenhoersterbaeumer | Feb 13, 2018 | Blog, Customer Relationship Management

If you’re currently in the market for a new CRM platform for your organization, you’ve probably seen that there are numerous options in the CRM landscape. You also have likely noticed that Salesforce is the most well-known. You likely have a friend,...
Why We Use Salesforce Vs Zoho for Our Business

Why We Use Salesforce Vs Zoho for Our Business

by Mike Ahrenhoersterbaeumer | Feb 1, 2018 | Blog, Customer Relationship Management

Currently, you may be in the market for a CRM solution, if you are, then you’ve probably seen that there are many options out in the marketplace for a viable CRM platform. A few of the better well-known solutions out that you’ll likely come across are...
Which Salesforce Edition is Right for Me?

Which Salesforce Edition is Right for Me?

by Mike Ahrenhoersterbaeumer | Jan 4, 2018 | Blog, Customer Relationship Management

Salesforce offers many different editions of their solution: Essentials, Professional, Enterprise & Unlimited. Each edition comes at a different per user cost and each edition offers different functionality. Obviously, the more costly the edition, the more...
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