Insights

June 3, 2023

Working with Files in Salesforce

Salesforce CRM typically contains rich structured information about your customers and partners. It becomes even more valuable if you have the ability to attach semi-structured and […]
February 22, 2023

Analyzing CRM needs for an Online Platform

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

Going Beyond Standard Reports in Salesforce

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

View Salesforce as a Customer Engagement Platform

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

Enhanced Datatables in Salesforce

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

Salesforce Fleet Management Solution

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

Automotive Fleet Management – A CRM Perspective

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 […]