Dynamics CRM vs Salesforce CRM – A Comparison
If you are planning to invest in one of these two CRMs and perhaps integrate it with other automation software like an ERP, do not worry. We will look at advantages and disadvantages of both Dynamics CRM and Salesforce, and help you make a decision based on your business’s unique requirements. Here is a comparison between the two CRM giants.
Continue readingSalesforce Lightning Partner Community – How companies can sell faster & smarter
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’.
Continue readingSalesforce Duplication Rules – Make them your best friend!
The worst thing that can happen when you are using a CRM is that your data is in bad shape. This is why you need to ensure that your data is in good shape. One way to do this is to avoid duplicate records by setting up duplication rules!
Continue readingSalesforce Einstein: What are the New Features?
No we are not talking about one of the greatest scientist and a sheer genius of all time (Sir. Albert Einstein). In here we are talking about a new AI (Artificial Intelligence) platform introduced by Salesforce built into the very core of Salesforce CRM platform, the basic purpose of which is to deliver advanced AI capabilities to sales, service, and marketing — which will enable anyone to use clicks or code for building AI-powered apps that will get smarter with every interaction.
Continue readingSalesforce Lightning New Features and Updates
Born and bred on the cloud, headquartered in San Francisco, Salesforce as we know is almost an undisputed leader in Customer relationship management (CRM). Few days back Salesforce had announced the release of a new version of its Salesforce Lightning tool with a completely new interface under the tag name of “Winter 17 Release”. Salesforce have added quite a number of new features in this new version.
Continue readingHow to Create a Workflow in Salesforce
Workflows are triggered based on certain criteria. For example, you can define a workflow that if an opportunity of over $50,000 gets created, then an alert should go to the Vice President (Sales). In this example the criterion is creation of opportunities with value of more than the specified amount.
Continue readingGetting started with Salesforce 1
CRMs are now must-haves for any organization across all industries where B2B sales are involved. Salesforce CRM is leading the market being one of the most popular Cloud based CRM Platform. But one of the key elements of any CRM is to access the data on the go.
Continue readingHow to connect Salesforce CRM with Microsoft Outlook
Microsoft Outlook, from the Microsoft umbrella is one of the most sought after Personal Information Manager, primarily as an email application along with the other features like calendar, task manager, contact manager, note taking, journal, and web browsing. Being an aggressive player in the free email account market, Microsoft Outlook has also been a favorite for enterprises, all scaling from small to large.
Continue readingAPI Usage Limit in Salesforce- Essential for external data exchange
Salesforce is the leading CRM system available in the market. A huge number of organizations use Salesforce CRM along with some other systems, like eCommerce, ERP, HRMS, WMS, Marketing Automation Tools etc. according to their business need. In most of the cases the required data exchange between Salesforce and external systems happen through the default APIs.
Continue readingCredit Management for SAP Magento B2B Integration
In a B2B business scenario, products are generally ordered in bulk and there are risk management features provided by SAP to mitigate risk for big transactions. The best practice is to assign company credit to the companies and have complete control over order processing by blocking the cycle at various stages.
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