Archive for 2017

How a Nonprofit Uses Salesforce to Grow Sales

Posted by Tom Jodis | Posted On September 7th, 2017 |Salesforce, Nonprofits

A nonprofit has found a clever way to use Salesforce to create leads and grow sales. It’s just one of various innovative ways an organization can use Salesforce to be more successful. Here’s how the nonprofit uses Salesforce. Perhaps, it will give your organization some ideas on how to maximize Salesforce to get more leads…

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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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Getting an App on Salesforce AppExchange — Part 2: Development

Posted by Srinivas and Rajani | Posted On August 24th, 2017 |Salesforce, AppExchange, App Development

Building an app and publishing it on the AppExchange feels daunting. This three-part series walks you through the process. The first part of how to get an app on AppExchange is planning, in which you answer a series of questions and review things to consider. Once you’ve nailed that, you can move forward with part..

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How to Ensure a Successful Data Migration with Salesforce

Posted by Rajanikanth Damera | Posted On August 17th, 2017 |Salesforce, Salesforce Lightning

Just about every Salesforce implementation involves data migration at some point. It could be the first time you implement Salesforce or perhaps your process includes monthly migrations. Or, it could be when you add a new system. Many things can happen to require migrating data in and out of Salesforce. Like any interaction involving humans,..

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How to Know ASAP If Your Salesforce Implementation Is Going Off Track

Posted by Kiran Banala | Posted On August 9th, 2017 |Salesforce, Salesforce Lightning

With a new CRM implementation, like all projects, the sooner you catch something going wrong, the faster and less costly it is to fix it. Sometimes, especially when an organization executes a significant change in a process or system, it’s not obvious when a project begins to veer off track. Implementing a customer relationship management..

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We have Moved to a New Office in Hyderabad!

Posted by Antara Bhattacharya | Posted On August 3rd, 2017 |General

It gives us great pleasure to announce that our India office has moved to a new building that better suits our needs. The move was completed in the month of July and the team has comfortably settled into the new workspace! Our new office is located at: 702 A Block, MJR Magnifique,  Raidurg, Prashant Hills,  Hyderabad, Telangana 500032 Though..

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Ways of Transforming and Integrating Data into Einstein Analytics

Posted by Dr. Shiulee Chakraborty | Posted On August 1st, 2017 |Salesforce, Salesforce Einstein

After my first blog, which related to my transformational journey to Salesforce Einstein, I got the opportunity to get training on various Salesforce Einstein products. Today’s blog is about how we commence working with Einstein Analytics. If we are to use any business intelligence (BI) product, we need data. The first step is to prepare..

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5 Innovative Ways to Use Salesforce That Will Make Your Nonprofit More Successful

Posted by Tom Jodis | Posted On July 20th, 2017 |Salesforce, Nonprofits

Many nonprofit organizations have adopted Salesforce as their customer relationship management software (CRM) to achieve their goals. Salesforce helps nonprofits keep track of members, their preferences, conversations with them, and interactions with prospects. Salesforce offers many functional and flexible features; it’s possible for users to miss some creative ways to use it. Here are five..

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How to Boost Your Message Open Rate Using This Salesforce Lightning Tool

Posted by Aishwarya VNS | Posted On July 12th, 2017 |Mobile, Salesforce, Salesforce Lightning, SMS Marketing, Open SMS Pro

You can boost customer engagement and grow sales using Salesforce Lightning by adding a simple feature: SMS. How many times have you deleted an email without reading it? What about an SMS message? Text messages have a whopping 98% open rate. The open rate for email is only 20%. Another important statistic worth noting is..

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How Salesforce Einstein Empowered a Meteorological Scientist to Transform Her Career

Posted by Dr. Shiulee Chakraborty | Posted On July 5th, 2017 |Salesforce, Salesforce Einstein

About two months back, I changed my career. With my educational background — a Ph.D. in climate change — the path to the scholarly world or a career in research appeared to be the best career move. I never imagined I would end up in business. This is my transformational journey from research scientist to..

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