Tag Archives for " salesforce crm "

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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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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How 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.

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API 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.

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Salesforce and SAP B1- Customer and Contacts Bi-Directional Sync

As we enter the new age of customer centric business, it is very important for online businesses to treasure their customer/lead information. It is also necessary to achieve their 3600 view on the front end for sales& customer representatives and on the back end for ERP representatives. This synchronization is a crucial factor in the growth of a business.

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Salesforce – Year end Review 2015

2016 have started off, and I am optimistic on the fact that it awaits with some great news and updates from CRM industry. When we talk about CRM, the first name that comes to our mind is Salesforce.com which happens to be one of the most highly valued cloud computing company with a market capitalization of over USD 50 billion.

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