Things to Consider while Migrating Data to Microsoft Dynamics 365 CRM
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 readingHow to Create a Flow in Salesforce – Step by Step Guide
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 readingHow to 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!
Continue readingCRM Comparison Chart 2018 – Infographic
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!
Continue readingWebinar: 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!
Continue reading5 Reasons 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.
Continue readingWhy and How to 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!
Continue reading20 Ways CRM Is Going to Change Lead Generation 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!
Continue readingWhat are the Best Apps to Integrate with Salesforce
Salesforce is one of the most popular Customer Relationship Management(CRM) tool around and is used by a large number of businesses across the world. However, every business that uses Salesforce also uses other applications to help them with varied business processes such as managing backend operations, frontend interfaces, publishing content, etc. Salesforce integrations for these varied apps help businesses to eliminate duplicate copies of data and streamlines the CRM with the business applications.
Continue reading11 Reasons Why your Business Should use Salesforce
2017 is the ninth year in a row in which Gartner has named Salesforce as a leader in the Gartner Magic Quadrant for CRM. With an impressive performance in 2016 and Q1 of 2017, Salesforce continues to dominate the CRM market. Salesforce was the first to launch a CRM on the cloud and have been the leaders in the Cloud CRM space ever since. The depth of functionality and ease of use were the primary winners for them. Here is why you should use Salesforce!
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