Getting an App on Salesforce AppExchange – Part 3: Publishing

Posted by Srinivas and Rajani | Posted On October 5th, 2017|Salesforce, Custom Development, AppExchange, App Development

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, you move forward with developing your Salesforce AppExchange app…

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Salesforce Pardot vs. Hubspot for Marketing Automation

Posted by Antara Bhattacharya | Posted On September 27th, 2017|Salesforce

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. Thus the two systems are natively integrated, which means they work together seamlessly. However, HubSpot can be..

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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 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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