by XTIVIA | Mar 4, 2021 | Blog, Customer Relationship Management, Dynamics 365, Microsoft
Creating the ideal customer experience revolves around customer engagement. Whether you’re nurturing a current client or trying to close a deal with a new one, how well you’re engaging with them is paramount to changing the account to “closed...
by XTIVIA | Jan 19, 2021 | Blog, Customer Relationship Management
We recently published a blog looking at the relationship between Master Data Management (MDM) and Customer Data Platforms (CDP) and the never-ending journey toward data unification. Following that, we wanted to expand the conversation by discussing the relationship...
by Marilyn Prevatte | Dec 1, 2020 | Blog, Customer Relationship Management, Salesforce
Working from home has created a plethora of frustrated customers in this age of instant satisfaction. Your customers have high expectations, and it will only continue to escalate. Customers are continuously frustrated when they’re forced to repeatedly...
by XTIVIA | Nov 12, 2020 | Blog, Customer Relationship Management, Salesforce
Like most tools in Salesforce, List Views are an excellent tool for sales and account managers to use in automating some of the more tedious everyday tasks. Without wasting a whole part of your day building out reports for a single field, you can use List Views to...
by XTIVIA | Nov 5, 2020 | Blog, Customer Relationship Management
The expansion of technology into the healthcare field has lent itself to stronger patient-to-provider relationships. During a time when accessing patient information couldn’t be more important, having the right technology to integrate medical information across...
by Marilyn Prevatte | Oct 22, 2020 | Blog, Customer Relationship Management
One of the nicest features you can now use in Salesforce Lightning is the use of Collaborative Forecasting. In this blog, we will discuss the features and benefits of using collaborative forecasting plus give you a quick tutorial on how you can easily set it up for...
by Marilyn Prevatte | Oct 6, 2020 | Blog, Customer Relationship Management
Why should you move to the Salesforce Lightning Experience? What benefits are there for your sales team, the ones that use Salesforce the most? There are many reasons, including the newly developed modern UI that brings in new features, modern design for ease-of-use,...
by XTIVIA | Sep 4, 2020 | Blog, Customer Relationship Management
A distinct function of the Salesforce Lightning Experience is that it offers inside sales and sales management teams the ability to create custom apps. If you’re new to the Lightning Experience, you may not know what Lightning apps are or how to use them, so...
by Anosh Wadia | Aug 7, 2020 | Blog, Customer Relationship Management, Dynamics 365, Microsoft
In response to the retirement of the old web client for Dynamics 365 Online, Microsoft is introducing a much more responsive and efficient dedicated interface. To improve user experience, the new Unified Client Interface (UCI) aims to capitalize on mobile...
by XTIVIA | Jul 21, 2020 | Blog, Customer Relationship Management
Integration solutions between Salesforce and Epicor can be revolutionary for any company wanting a comprehensive solution between their ERP and CRM platforms. The benefits extend beyond improving internal communications and customer relations, and in most cases,...
