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February 7, 2024
Make your CRM act as a coach for strategic account managers responsible for growing existing accounts
January 31, 2024
Learn important considerations for using Queueable Apex and the scenarios where using it is most appropriate.
March 3, 2023
Here's how you can keep your sales team prepared to handle a tough situation and by using your CRM as an early warning system.
February 21, 2023
Here are the the different ways in which you can leverage the platform to meet your charting and analytical needs.
October 27, 2021
Here are the capabilities that make Salesforce strong contender for building end-to-end customer engagement solutions.
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 […]
March 7, 2018
Process automation in Salesforce empowers Admins & Superusers to automate business processes. Process automation is about simplifying manual processes and its effect on making these tasks […]
February 23, 2018
Salesforce Communities are driving Customer, Partners and Employee collaborations with rich Lightning technology and social interface. You may be familiar with the well known Napili template […]
February 21, 2018
We go over our 3 categories of offers - for the mid market businesses, nonprofits and our advisory services. Initiate, Scale and Quickstarts are our Salesforce implementation offers for commercial businesses and nonprofits. Our advisory projects involve evaluating current state and identifying improvement opportunities around Salesforce and related processes at mid market businesses.
February 21, 2018
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 1 of 2 covers Document Generation, Data Administration and Text messaging categories.
February 21, 2018
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 2 of 2 covers Email management, Online Fundraising & Payment Processing, Survey administration and Miscellaneous categories of tools.
January 31, 2018
Salesforce has a multi-tenant architecture and it identifies every record uniquely across all customers by assigning a unique Record ID to each record. As a Salesforce […]
February 7, 2017
How effectively you drive adoption among your customer facing staff to bring enduring changes in business processes and behavior will define the success of your Salesforce initiatives.
February 4, 2017
Your Salesforce CRM project may be one of several types. ‘Build from Scratch’',• Automation of manual CRM process, Migrations, Enhancements and re-designing current processes