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March 3, 2023
Your company’s reputation to deliver on its promises can have a big impact on your sales team’s performance. In an increasingly connected world where good and […]
February 22, 2023
The article describes how we went about identifying the CRM needs for an online platform. The methodology that we used consisted of three macro steps – […]
February 21, 2023
Salesforce is a great platform to manage your customer relationships. It provides a lot of data and tools to get a 360° view of your customer. […]
October 27, 2021
Customer Engagement Platforms that help you engage with and serve your customers have become increasingly important as every business embraces digital transformation. Customers, both B2C and B2B, […]
September 27, 2021
Presenting data in a tabular form is one of the most preferred ways of displaying information (everyone loves spreadsheets!). So it is not a surprise that […]
September 23, 2021
In our previous blog, we reviewed how a right digital platform is key for operational efficiency and better customer experience in fleet management. In this blog […]
September 13, 2021
An Overview Products made in plants and factories in one location have always needed to be distributed to customers elsewhere; fleets of vehicles carried physical products and […]
September 3, 2021
One of the parameters you may use for territory planning is proximity of your account managers to their accounts. Having account managers close to their accounts […]
August 31, 2021
Integrating Salesforce with other systems is inevitable as your business grows. But integrations have a way to expand in scope. It is not unusual to end up […]
August 31, 2021
Checklists are used in many industries to ensure that standard practices are followed. Usage of checklists in aviation, software engineering and surgical procedures is very well known. […]
July 23, 2021
The Salesforce platform can be a game changer for your business. The speed and flexibility offered by the platform to configure and customize secure cloud solutions […]
March 11, 2021
Strategic Account Management begins with what accounts make up the portfolio. How do you identify the strategic accounts within your customer base? The most common method […]
February 7, 2021
Integrating external systems data with Salesforce is a common use case in any Salesforce implementation. Such external systems may provide ERP, Finance, HR or some other […]
January 19, 2021
The case for planning, managing and growing your Strategic Accounts differently, is well established. You need to understand, manage and sell to your strategic accounts differently than […]
December 9, 2020
Lightning datatable is a powerful component in Salesforce to display tabular information. A lightning-datatable component displays tabular data where each column can be formatted based on […]