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Category Archives for "CRM"

How to Create a Flow in Salesforce – Step by Step Guide

How-to-Create-a-Flow-in-Salesforce

Flow is an application inside Salesforce that automates a business process by collecting data and performing operations in your organization or an external system. Flow can fetch, delete, update and create records on multiple objects. Here is an easy step-by-step guide to create a Flow in Salesforce!

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How to Create Reports and Dashboards in Salesforce

Create-Reports-and-Dashboards-in-Salesforce

Salesforce report is a list of data generated based on the criteria defined. A dashboard is a pictorial representation of data generated by reports. Every business needs clear ‘Reports’ and ‘Dashboards’ for better understanding and forecasting of a Business process. Here’s how you can create Reports and Dashboards in Salesforce easily!

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CRM Comparison Chart 2018 – Infographic

CRM Comparison 2018

For any growing company, a CRM is a must-have tool that organizes and manages all the customer details and enhances their customer relationships. Check out this infographic showing the top CRM softwares and their Comparison!

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Webinar: Salesforce Customization using Visualforce and Lightning Component Framework

Webinar-Salesforce-Customization-using-Visualforce-and-Lightning-Component-Framework

Salesforce allows designers and developers to create mesmerizing front-end User Interfaces (UI) for a much coherent experience. The front-end development is generally done via Visualforce and the Lightning Component Framework in Salesforce and it proves to be of a great help since it customizes the required platform according to the needs of the business organization. We recently organized a webinar on “Salesforce customization using Visualforce and Lightning Component Framework”. Check out the Webinar Recap!

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5 Reasons Why Shopify Integration Will Benefit Your Business

Why-Shopify-Integration-will-Benefit-Your-Business

Nowadays, integration between business systems is very popular among business organizations. In this blog, we will explore the 5 reasons for integrating a Shopify store with a ERP or CRM system. As a case study, we will take the example of a customer who has launched a new Shopify store for online business and has an ERP with existing business data.

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Why and How to Integrate Zoho CRM with Zoho Reports

Integrate-Zoho-CRM-with-Zoho-Reports

The users of Zoho CRM already know that it has a built-in reporting and dashboard feature. However, if they have seen the capabilities of Zoho Reports then it would be easy to understand the entire vicinity of data analysis. Now, let’s see how we can integrate Zoho CRM with Zoho Reports!

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20 Ways CRM Is Going to Change Lead Generation in 2018

CRM-Is-Going-to-Change-Lead-Generation-Process-in-2018

CRM might have cooled things down for marketers through automation of Lead Management. With 2018 round the corner, marketers need to look for smarter ways to generate leads through their CRM – leads that have a high potential to convert. Let us explore the ways CRM is going to change the lead generation system!

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Our integrations are dynamic in nature. The mentioned offerings are the cumulative possibilities of the platform (actual scenarios are specifically organization/business-dependent). For any disparity, please refer to the latest version of the integration brochures.