Salesforce

The options are endless when choosing the best CRM for growing businesses. Salesforce is still the most preferred with others being Zoho, Keap, Freshworks, SugarCRM etc.

Six years ago (in 2015) Salesforce released a new component-based framework called Lightning, which was designed with non-coding Salesforce users in mind. It includes the Lightning Component Framework as well as several useful features that simply make developing a responsive application for any device a lot easier. In this article, we look at the Salesforce…

In today’s digital world, business is more competitive than ever. The last thing your company needs is complications and downtime due to poorly integrated systems and processes. Salesforce CRM is the best option to have as the backbone of your business to improve your marketing strategies and increase sales. As the providers of the best Salesforce…

Constant innovation and new technology are disrupting the finance industry. The majority of financial consulting firms are rapidly expanding, and the resulting competition is putting pressure on most companies. Some companies are losing customers to competitors, while others are having difficulty attracting new ones. Nowadays business is all about relationships. It’s all about how you…

It’s possible you’ve heard of managed services and know a few of the benefits that come with it. In today’s digital world, business is more competitive than ever. The last thing your company needs is complications and downtime due to poorly integrated systems and processes. Salesforce CRM is the best option to have as the backbone…

Salesforce CRM has revolutionized the way we store and maintain data. Initially maintaining data meant that you have a person inserting data or information of your customers manually in a word document or excel sheet. In this article, we will look at the benefits of Salesforce CRM as well as explore the steps to implement…

What is the difference between sales cloud and service cloud? Things begin to get confusing when it comes down to choosing a CRM that will work best for you. You only want to go for essential features that will not waste your dollars. On the other hand, some features might be so similar that you…

If you’ve been using Salesforce CPQ and still bothered by issues of tax, then you need to learn how to integrate tax calculations with Salesforce billing. As your business grows, manual billing becomes unmanageable. If users, customers, or subscribers need to change their plans or restart canceled ones, it can be a nightmare to track…

Before anything else, let’s just mention there are several interesting upcoming Salesforce certifications in 2021 that any Salesforce platform’s user should be excited about. Salesforce is a robust CRM with many offers for different industries and professionals. While it is easy to assume that you can find your way around it, it is important to…

One of the main ways financial institutions outdo the competition is via customer experience. With technology, customers even have more access to their financial institutions. If you are looking to build customer loyalty and have customers sign up for new or higher-end products, customer experience is the way to   go. Impressive CX experiences cannot be…

A day in the life of a Salesforce admin. You need to export your organization’s data and back it up somewhere else (because something could happen, and you could lose it, even if it is in the cloud). You also need to ensure that data quality within the system, for example, duplicate data, does not…

Aligning the Salesforce platform to company goals is the ultimate goal for every Salesforce user. That’s because the platform is worthless if it doesn’t take you closer to your dreams. Unfortunately, the Salesforce platform is also a vast one. No one can claim to have mastered the entire CRM, especially since Salesforce introduces new features…

Salesforce offers anyone with System Admin permissions great power to customize their Salesforce org. The Salesforce platform is so intuitive that anyone, including those without expert knowledge, can customize their pages. Unfortunately, with great power comes great responsibility. Many Salesforce admins attempting to customize their orgs aren’t very responsible and need a few Salesforce lessons…

The Covid-19 pandemic just won’t go away. After over 14 months of havoc, it seems like we’re witnessing the darkest days of the pandemic yet. The number of cases, hospitalizations, and lives lost currently at the highest since the pandemic started, makes it a necessity to examine the Covid-19 Vaccine Management challenges and solutions to…

Every year, IBM compiles an exhaustive report on the state of Salesforce. The State of salesforce 2020 highlights report mainly details what IBM thinks about the present and future of Salesforce, the primary aim being to identify ways organizations can utilize the Salesforce platform to drive business outcomes. 2020 was not different. Based on 107,000+…