by XTIVIA | Jun 2, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Industries, formerly known as Salesforce’s Industry Cloud, is a set of pre-built solutions specifically designed to cater to the needs of various industry verticals. These solutions enable businesses to leverage the power of Salesforce’s...
by Marilyn Prevatte | May 16, 2023 | Blog, Customer Relationship Management, Salesforce
Technical and design debt! What is it, and should you avoid it? The simple answer is YES! Technical Debt Technical debt is a metaphor used in software development to describe the consequences of prioritizing speed over code quality. Developers who make conscious or...
by XTIVIA | Apr 26, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to help businesses manage their sales processes more effectively. It provides a range of capabilities to manage sales leads, opportunities, and customer interactions, allowing...
by Marilyn Prevatte | Apr 11, 2023 | Blog, Customer Relationship Management, Salesforce
As an enterprise business owner, you have choices regarding marketing automation platforms. One popular option is Mailchimp, which offers a range of features and integrations to help you grow your business. However, Salesforce Marketing Cloud may better fit a large...
by Mike Ahrenhoersterbaeumer | Jan 31, 2023 | Blog, Customer Relationship Management, Salesforce
What is the cost difference in hiring a full-time Salesforce Admin versus using XTIVIA’s Admin On-Demand Service? Let’s start with a breakdown: What Is the Cost of Hiring a Full-time Salesforce Admin? The cost of hiring a full-time Salesforce administrator...
by Bill Thach | Nov 29, 2022 | Blog, Customer Relationship Management, Salesforce
Have you ever encountered long load times when populating data in Salesforce reports? Are you able to limit the number of records that load? Wonder what fields and objects are available in report types or even the median number of a column of data you are analyzing?...
by Bill Thach and Marilyn Prevatte | Nov 17, 2022 | Blog, Customer Relationship Management, Salesforce
Salesforce Custom Address Fields Have Finally Arrived! Over the next few blogs, we are going to give you step-by-step instructions on some of the most valuable new Salesforce features released in 2022. Let us start with Custom Address Fields. Gone are the days when...
by XTIVIA | Sep 20, 2022 | Blog, Customer Relationship Management
This post was adapted from one of our CRM Snacktime Snippet videos that you can watch here. Are you using a business-to-customer solution? If you are not, here is why you should: B2C (any sales process that sells directly to consumers) cuts out the agent and increases...
by Anosh Wadia | Sep 13, 2022 | Blog, Customer Relationship Management, Salesforce
If you’ve worked with Salesforce flows often enough, you’ve more than likely run into one of these painful errors! Apex CPU time limit exceeded or Too many SOQL queries: 101 or Too many DML operations. While these errors are really frustrating to...
by Marilyn Prevatte | Apr 21, 2021 | Blog, Customer Relationship Management, Dynamics 365, Microsoft
In our recent article, Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement, we spoke about creating the ideal customer experience. With Dynamics 365, Microsoft builds the “relationship” in CRM. To recall, Microsoft Dynamics...
