Step by step guide on How to migrate from Salesforce Classic to Lightning
Why Migrate to Salesforce Lightning? Over the years, Salesforce has been asking all the existing Salesforce classic users to migrate to Salesforce Lightning, its latest edition to its suite of products. The Lightning experience offers a modern, responsive user interface and has a lot more customization available on the front end. Migration Challenges for Classic […]
Salesforce Integration updates and support
Enhancing Business Operations with Salesforce Salesforce is a powerful CRM platform that helps businesses manage their customer relationships and sales processes. However, businesses often use a variety of other tools and applications to support their business processes. Integrating these tools with Salesforce can provide businesses with a more comprehensive view of their operations and streamline […]
How to Maximise the usage of Salesforce Analytics, reports and dashboards?
Salesforce is a powerful CRM platform that provides businesses with a wealth of Analytics, Reports and Dashboards including the power of AI. However, to fully leverage this business processes and workflows need to be aligned with the right Technical best practices on Salesforce platforms. By doing this, the underlying data will throw more insights for […]
What is Salesforce Quote-to-Cash implementation – how to make the most of it?
We see Startups to Big Corporations trying to adopt Salesforce CPQ. As you approach a CPQ implementation, remember that it won’t be as easy as replacing a single system with a new one. It could be straight forward for a startup but as the size of the company increases, the more differentiated the processes become. […]
How to choose the ideal ecommerce platform for your online shop?
If you are reading this, you have most likely made up your mind that you need to get your Business Online. Every Business is unique and so is the criteria for evaluation. Though there are a thousand things that need to be considered before selecting the right platform, let’s focus on the common and most […]
Why Salesforce is the best CRM for Non-Profit Organization?
Is your Non-profit organization looking for a CRM to help increase donations? You might want to try out Salesforce before giving any other option a thought. Generally, Salesforce is looked upon as a product/tool for businesses looking for simpler, transparent and profit oriented solutions. But Salesforce provides Non-profit organizations with multiple options Salesforce has created […]
Why should my Nonprofit Organization use CRM software?
Every Non Profit Organization has their cause to focus on, any additional funds they acquire go towards these causes for a larger benefit. Spending money on Technology is looked at as a luxury. So, everyone starts off with Excel Spread Sheets for all kinds of work. However, it neither gives all the information about your […]
How To Get 10 Free Licenses For Non-Profits From Salesforce.Org
Salesforce provides 10 free Enterprise Edition Licenses of Salesforce Sales Cloud – CRM to Non Profit Organizations, Higher Education and K-12 Education based organizations. Non Profit Organizations can make use of free NPSP (Nonprofits Success Pack) Higher Education based Organizations get free HEDA (Higher Ed Data Architecture) First of all, you need to find out […]
How can CRM help a company increase its Sales ?
Not long before when I came across a customer who was skeptical about taking the plunge into CRM and moving in all his 12-year-old Excel Spreadsheets. His reason was simple – it works well, why should I migrate? This left me with a question – If a mid-size company with more than 200 in-premise Servers […]
How to move from Excel sheets to CRM?
When something is working just fine, why would you disrupt that? Almost all companies have started off with using just Excel spread sheets. It becomes the most commonly used Tool. Gets used by almost all departments. To an extent where excel errors are also tolerated because of the ease of use and also due to […]