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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Ways of Transforming and Integrating Data into Einstein Analytics
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...
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5 Innovative Ways to Use Salesforce That Will Make Your Nonprofit More Successful
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....
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How to Boost Your Message Open Rate Using This Salesforce Lightning Tool
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...
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How Salesforce Einstein Empowered a Meteorological Scientist to Transform Her Career
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...
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How to Budget for Your Salesforce Implementation
Investing in Salesforce customer relationship management (CRM) can be one of the best decisions an organization makes. Salesforce helps users create deeper customer relationships, which grow the business. The payoff, however, heavily depends on the creation and...
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How to Increase Salesforce Adoption in Your Company
Adopting Salesforce customer relationship management (CRM) system helps employees learn about their customers' preferences, solve problems faster, and find new sales opportunities. But all of that means little if a company experiences low adoption of Salesforce. It's...
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