Archive for the ‘CRM’ Category

What Are the Benefits of Salesforce Integration?

Posted by Rajanikanth Damera | Posted On November 29th, 2017 |Salesforce, CRM

In today’s technology-driven world, many organizations depend on at least one mission-critical system. For example, Salesforce, as a customer relationship management system (CRM), holds important data about your prospects and customers. Furthermore, it provides reports and dashboards to help you make smarter decisions. If that data disappeared tomorrow, it would be a nightmare that no..

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When Is the Right Time to Hire a Salesforce Administrator?

Posted by Rajanikanth Damera | Posted On November 2nd, 2017 |Salesforce, CRM

Salesforce holds something valuable that can’t be replaced: your organization’s data. That’s why it’s important to have a resource who knows how to take care of the data. The person who fills this role is a Salesforce administrator (SFA). At a minimum, an SFA does the care and feeding of Salesforce. However, many factors affect..

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Salesforce CRM: What You Need to Know to See If It’s Right for You

Posted by Rajanikanth Damera | Posted On September 21st, 2017 |Salesforce, CRM, Salesforce Lightning, AppExchange

Customer relationship management (CRM) systems automate sales processes to help organizations start and build deeper relationships with prospects and customers. CRMs are powerful systems so shopping for one is no small undertaking. Ranked the No. 1 CRM platform in the world, Salesforce can be completely tailored to meet each organization’s needs. Salesforce offers a variety..

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How to Integrate Salesforce with QuickBooks

Posted by Rathish Abraham Durai | Posted On August 31st, 2017 |Salesforce, CRM

According to Gartner, Salesforce leads the CRM market for customer relationship management software. For small to mid-sized businesses, QuickBooks is the leading accounting software. To enhance efficiencies, savvy companies look for ways to connect these systems and make them work together. Benefits of Integrating Salesforce and QuickBooks Integrating Salesforce with QuickBooks makes it easier to..

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Do You Love Your CRM?

Posted by Tom Jodis | Posted On February 14th, 2017 |Salesforce, CRM, Salesforce Healthcheck

Today is Valentine’s Day. Did you send your CRM a Valentine’s Day Card? Most companies take for granted their CRM. As long as it works they spend little time thinking about it. Only when they need something or it has a glitch do they realize its importance. In any relationship – ignoring your partner will..

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How Personalised Customer Journeys are Helping Brands Win

Posted by Pavan KR Murthy | Posted On January 11th, 2017 |Salesforce, CRM, Customer Experience, Customer Success Platform

This blog post marks the beginning of a series of articles I’m going to write about the way brands are building one-to-one customer journeys with the help of Marketing Cloud in this disruptive digital age. The East Coast is deep into winter, and moving around has become difficult. Out of all the weekends, I chose..

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How Smart Does Your CRM Have to Be?

Posted by Tom Jodis | Posted On October 19th, 2016 |Cloud, Salesforce, CRM, Salesforce Einstein

On October 5th of this year, Salesforce CEO, Marc Benioff introduced “Einstein” to the world. For most of us we thought we knew who Einstein was. E=mc2. Right? Well according to Mr. Benioff – “Einstein” is really Artificial Intelligence inside the Salesforce CRM that will help a business become more efficient, productive and profitable. It..

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Salesforce meets AI: The Platform of the Future

Posted by Pavan KR Murthy | Posted On October 4th, 2016 |Cloud, Salesforce, CRM

I was in high school when the movie “Artificial Intelligence” was released. I got so curious after watching the film, that I asked myself a question “Let us assume, that eventually, AI will become the reality; how will the world change for me at that time?” I used to think that AI would someday become a..

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Managing your Sales Strategy with Salesforce

Posted by Tom Jodis | Posted On August 31st, 2016 |Cloud, Salesforce, CRM, Sales

When I began my career in sales – my first territory was about a three square mile area in downtown Chicago. Relatively easy to prospect door-to-door and turn in my call reports at the end of the week. Just sit down with a mimeographed call sheet and fill in the boxes. Very little could be..

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PaaS – Platform as a Service powered by Salesforce

Posted by Pavan KR Murthy | Posted On August 10th, 2016 |Cloud, Salesforce, CRM, PaaS

This blog is my second in the series of Salesforce as a Business Platform. In my previous blog,Salesforce beyond CRM: The Complete Business Platform , I discussed the possibility of how companies could use Salesforce not only as a CRM but as a platform to run their whole business operations. In this blog, I would..

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