Best Practices for Salesforce Data Lifecycle Management

Best Practices for Salesforce Data Lifecycle Management

Voluminous data generation on an everyday basis by businesses. How these data are managed and leveraged influence business outcomes and success. Salesforce Data Lifecycle Management (DLM) is a policy-based approach. It effectively defines, structures and manages the path of the large volumes of data throughout its lifecycle – from creation to deletion – within the […]

Salesforce CRM an Intelligent Approach to Business Problems

Salesforce CRM an intelligent approach to business problems

Customers are at the core of any business idea. Happy customers make for a steady foundation for a successful business. Therefore, building strong customer relationships is a priority for businesses. Customer Relationship Management (CRM) is a revolutionary approach in nurturing an organization’s relationships with its clients. CRM can handle a range of business operations for […]

How to Introduce SMS & WhatsApp Into Your Salesforce Processes?

How to Introduce SMS & WhatsApp Into Your Salesforce Processes?

Are you a Salesforce user? Are you dilly-dallying over whether to start SMS-ing and WhatsApp-ing your customers and leads? You are at the right place. Text messages, whether through SMS or WhatsApp, have higher opening rates than email. Short and crisp, these can be viewed effortlessly by customers on their mobile phones. Text messaging, done […]

Why Salesforce Project Needs Industry-Specific Implementation Partner?

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If you are here, we assume that you either are considering or have already purchased Salesforce. What follows next is the most critical stage – that of implementation. The question that most businesses ask at this crucial stage is – Should We Self-Implement the Salesforce Project or Hire an Implementation Partner? It is important to […]

Is Salesforce CRM Free for Nonprofit Organizations?

Salesforce for Non-profit Organizations. Does it sound like an oxymoron? Given the popularity of Salesforce as a business tool for CRM, sales and marketing, it is often thought of as something that only big, for-profit organizations use. However, it is not true. Salesforce is a powerful, cohesive and effective CRM tool with wide-ranging features and […]

The 5 Best Data Loaders for Salesforce

The 5 Best Data Loaders for Salesforce

Data loader is a universally used Salesforce tool utilised by administrators, consultants, and developers. It is used for the bulk import, export, update, and deletion of Salesforce data. There are several applications available in the market and depending on your needs and expertise, a data loader can bring both speed and efficiency to your Salesforce […]

The 3 Common Approaches to Salesforce Implementation

The 3 Common Approaches to Salesforce Implementation

Transitioning to the Salesforce platform brings a host of benefits to an organization. With its positive impact on productivity and profitability, many organizations implement Salesforce to meet their business objectives. Salesforce implementation is a complex process with many challenges. It is necessary that companies choose the right implementation approach before embarking on this journey. There […]

5 Benefits of Having Insurance CRM Software for Agents

5 Benefits of Having Insurance CRM Software for Agents

Insurance is one of the largest industries in the world and involves high-velocity sales. Typically, it has a vast and varied customer base, which includes individuals from across generations and backgrounds. Selling insurance policies to such a varied customer base is challenging to say the least. Coupled with the fast-changing customer expectations, there is an […]

Customer 360 Transformation: The Importance of Changing Mindsets in Your Organization

Customer 360 Transformation: The Importance of Changing Mindsets in Your Organization

As we usher in industry 4.0 with its dynamism and complexity, the leadership of many businesses is leveraging technology to stay ahead of competition. However, the big question is – Is that enough? Are they future-ready? Not if they are applying the technology to a business that is built on product-centricity, old-fashioned thinking and fixed […]

10 Ways Salesforce AppExchange Apps Benefit Your Business

10 Ways Salesforce AppExchange Apps Benefit Your Business

Salesforce CRM is one of the world’s most preferred CRM platforms. It offers flexibility and higher productivity to its users thanks to a host of features available through the AppExchange apps. With AppExchange, Salesforce users get access to the largest CRM app marketplace in the world. Currently, it is being utilised by approximately 85% Fortune […]