Category Archives for "Salesforce CRM"

What are the Most Popular Salesforce Add-ons?

Salesforce-Add-ons

Salesforce is a powerful CRM tool that has helped millions of businesses to connect with their customers better and serve them in a professional manner. Salesforce offers various strategies and tools to manage customer relationship, generate leads, and gain insight through analytics. However, using add-ons by third-party developers can put your Salesforce application on fire, almost like giving it a steroid shot in the arm.

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How to Create Salesforce Process Builder

What is a Process builder? The Process Builder is a tool in Salesforce which allows you to easily automate the business processes using a graphical representation of your process as you build it. Automated processes in the Salesforce Process Builder consist of: Criteria that determine when to execute the action groups. Initiate and scheduled actions […]

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What is the Easiest Way to Migrate from Zoho CRM to Salesforce?

Migrate-from-Zoho-CRM-to-Salesforce

Both Zoho CRM and Salesforce CRM are leading Cloud based CRM Platforms in the market where Salesforce Automation is offered as Software as a Service (SaaS). Often SMEs choose Zoho CRM because it is easy to use with lower cost and their requirements are pretty much straight forward. As the Zoho CRM usage increases, the need for Sales and Marketing Automation arise. It is this point that the organizations plan for a change and the easiest option that they get is Salesforce CRM. Here is the easiest way to migrate from Zoho CRM to Salesforce CRM.

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Buttons and Actions in the Salesforce Lightning Experience

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Moving beyond simple alterations of fonts, colors, icons and user interface, Lightning Experience delivers a better platform to maximize the productivity of sales representatives. Salesforce Lightning Experience is not only going to change user experience; its power-packed features will help companies to sell faster and make better decisions. Salesforce Classic displays actions in the Chatter publisher while buttons are displayed on a record’s details page.

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How to Set up Validation Rule in Salesforce

Validation-Rule-in-Salesforce

Certain business checks need to be in place within the CRM application so that erroneous data cannot be created to start with. Validation rule is a great way to implement business checks without putting in a single line of code. It helps you make your business process efficient by having the correct data in place the first time.

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Zoho CRM vs Salesforce CRM – An In-depth Comparison

zoho-crm-vs-salesforce-crm

A few days earlier, one of our clients asked us, “ We are facing some issues in managing our customers and prospects. I am searching for a CRM and currently, I am evaluating both Salesforce and Zoho CRM. Which one would you recommend me? Which one is better?”
In today’s blog post, I will cover this vital question for many organizations: “Should we choose Salesforce or Zoho CRM?”

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Salesforce Lightning Partner Community – How companies can sell faster & smarter

Salesforce-Lightning-Partner-Community

SalesForce announced the launch of Lightning Partner Communities in November, 2016, delivering a best-in-class platform for companies looking to accelerate channel sales from their partners. The CRM giant says that the new programme will allow companies to ‘arm resellers, franchisees, channel teams and more with the same tools that make their own direct sales force successful’.

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