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Webinar: Best Practices While Integrating SAP with Salesforce

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As we all know, SAP and Salesforce are two best-in-class software solutions which complement each other. While the former is a complex & robust application for enterprise resource planning, later is a flexible CRM application which aims at making the job of customer-facing representatives, easier. Check out this Webinar on Best Practices for Integrating SAP and Salesforce!

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Salesforce Connect – Everything You Need To Know

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When data is stored in Salesforce, it occupies Salesforce memory. One can easily access data stored in external systems with the help of Salesforce Connect. It allows you to view the data, modify the data and search for the data existing on the external system in real-time without copying it to Salesforce. Check it out now!

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

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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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10 Things Businesses Love about Salesforce

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Salesforce has helped thousands of businesses to manage their customers better and help gain quality leads and grow their businesses. Salesforce is one of the most popular CRMs around, and businesses around the world use it to improve their avenues and enhance their bottom lines.

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How to Set up Validation Rule in Salesforce

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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 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.

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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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