CRM Team
Zach Bodine
Director of CRM Services
Anosh Wadia
CRM Project and Technical Manager
Mike Ahrenhoersterbaeumer
Sales and Account Executive CRM
Scott Jepsen
Senior Project Manager
Marilyn Prevatte
Director Quality Assurance
Richard Cookson
Content Writer
Customer Relationships Must Be Managed for True Success
Customer relationships are obviously essential to your sales success and, like anything precious, need to be cultivated, managed and maintained. Whether you’re identifying new leads or staying current with existing customers, you need a complete view of customer... read more
5 CRM Benefits that make a difference for your business
Hopefully, you and Customer Relationship Management (CRM) are well acquainted. If you’re still strangers, read XTIVIA’s blog post on what a (CRM) system is and why you need one before reading on about these CRM benefits. Now you might be thinking,... read more
A CRM SYSTEM: What it is and why you need CRM
The evening sun shimmers on the crystal-clear water of your favorite mountain lake as you bust out your fishing pole and cast a line. Your kids follow suit and pick their own little spots, each with the goal of reeling in a big catch. After several successful attempts... read more
Build Groups within Infor™ CRM
Building groups in Infor CRM can be daunting. However, it is possible to take some of the difficulty out of building these groups.
read more
Using Salesforce: Multiple Bids, Multiple Contractors, Single Job Opportunities
With Salesforce in many instances, clients will need to create an opportunity for each quote that goes out the door. For example, they bid 1-project to 10-contractors; they often will need to create 10-Salesforce opportunities. This can create a pipeline that is... read more
Salesforce Integration Time
The integration of applications into Salesforce is heavily dependent on many factors. While Salesforce has a very robust API, the capabilities of other applications often becomes the single contributing factor to the time and complexity of integrating with Salesforce.... read more
5 Best Practices of Extending CRM – Solutions for your Business
Customer Relationship Management (CRM) will provide a 360-degree view of your customer, especially when integrated to back-end systems such as your ERP, sales, or e-commerce systems. Read on for these CRM Best Practices. By implementing the 5 Best Practices of... read more
Top 10 Things to Know Before Starting Statistical Analysis
1. There are two primary techniques used in today’s statistical world a. Descriptive techniques describe and summarize data b. Inferential techniques allow us to estimate and draw conclusions about populations from samples 2. Data can be formally categorized in three... read more
Salesforce Advanced Developer Certification
Having set out on the path to the Salesforce Advanced Developer Certification about 2 1/2 years ago, it was a huge relief when I finally got the “Success” result today! This certification is not an easy one (which is good since that makes it all the more... read more