6 Reasons to Have a Salesforce-ERP Integration
Are you missing out on 80% of the ROI from Salesforce? There is an easy way to change that. You see, more than half of the ROI opportunities come from integration, collaboration, and extension, according to a study done by Nucleus Research. Could it be time to...
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4 Reasons to Have a Salesforce Classic to Lightning Migration
Upgrading software can be an awesome or blah-some experience. How it turns out all depends on the features, benefits, user experience – and the bugs. Of course, bug-free is the goal! But in the real world, there will at least be some minor ones to work through. The...
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Highlights of Dreamforce 2017
Dreamforce 2017 kicked off with an opening keynote on Salesforce Einstein Analytics and how it caters to diverse enterprises like real estate, health, insurance, philanthropy, IT, and Services. It highlighted new capabilities in the product and the announcement of a...
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How to Find a Salesforce Partner That’s Best For Your Company
Your Salesforce customer relationship management (CRM) system should be one of your organization's most prized possessions. The data that lives in Salesforce is unique to your organization, and the CRM holds everything you know about your customers and prospects. But...
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Highlights of Significant Changes in Einstein Analytics Winter ’18 Release
There is excitement in the world of analytics over the newest features of Einstein Analytics Winter '18. In this release, the UI has been updated again. The changes mainly involve the import wizard and the addition of two more connectors. I have tried to summarize the...
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3 Things You Need to Know Before Integrating Salesforce with Anything
Integration is the process of connecting at least two applications or systems running on common or different platforms. Integrating two systems lets them talk to each other and share data. You cannot sync data or move data between different systems without...
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What Are the Benefits of Salesforce Integration?
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...
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Data Transformation Using Dataflow Builder and Importing It into Einstein Analytics
In continuation with my previous blog on how to prepare a dataset using dataset recipes, the next topic in this series is the transformation of data using Dataflow Builder. Dataflow JSON is set of instructions contained in a JSON file for loading data from multiple...
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When Is the Right Time to Hire a Salesforce Administrator?
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...
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What You Need to Know About Salesforce Einstein
You may have heard about some or all of these: Salesforce Analytics, Wave Analytics, Analytics Cloud, Salesforce Einstein, and Einstein Analytics. In working with clients, we've come across the same questions about these products, prompting this article. The best...
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6 of the Most Useful Apps for Nonprofits on Salesforce AppExchange
Nonprofits are always looking for ways to do more with less. Those using Salesforce can achieve that by putting apps from Salesforce AppExchange to work. This customer relationship management (CRM) system does much more than what comes out of the box. The valuable...
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Getting an App on Salesforce AppExchange – Part 3: Publishing
This is the final part of a three-part series to help you get an app on Salesforce AppExchange. Part 1 discusses planning for getting an app on AppExchange. During this phase, you'll define the scope by considering key questions. Armed with your answers and a plan,...
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Salesforce Pardot vs. Hubspot for Marketing Automation
One of the most common questions Salesforce CRM clients and prospects ask is whether to use Salesforce Pardot or HubSpot for marketing automation. Pardot has one distinct advantage where Salesforce is concerned. Salesforce acquired ExactTarget, which included Pardot....
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Salesforce CRM: What You Need to Know to See If It’s Right for You
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...
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How a Nonprofit Uses Salesforce to Grow Sales
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...
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How to Integrate Salesforce with QuickBooks
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...
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Getting an App on Salesforce AppExchange — Part 2: 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...
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How to Ensure a Successful Data Migration with Salesforce
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...
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How to Know ASAP If Your Salesforce Implementation Is Going Off Track
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...
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We have Moved to a New Office in Hyderabad!
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,...
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