Data Migration from an existing CRM to Microsoft Dynamics 365 CRM can be a cumbersome task. Know some of the top things to consider before data migration.Continue reading
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!Continue reading
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!Continue reading
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!Continue reading
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.Continue reading
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!Continue reading
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!Continue reading
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.