by XTIVIA | Jul 1, 2020 | Blog, Customer Relationship Management
In a previous blog on concurrency issues in Salesforce-Epicor integrations, we looked at handling round-robin updates in the integration and troubleshooting tactics. Along the same lines, there are some best practices your team can employ to gain detailed information...
by Marilyn Prevatte | Jun 10, 2020 | Blog, Customer Relationship Management
Just think about it: the thought of storing thousands of pieces of your data in the cloud can cause a nervous breakdown. With the frequent headlines about hacking and data breaches, you may wonder how secure a cloud CRM solution can be. With so much of your data at...
by Anosh Wadia and Doddy Amijaya | May 20, 2020 | Blog, Customer Relationship Management
Concurrency issues in a bi-directional Epicor-Salesforce integration can hinder your teams’ productivity, and mediating them isn’t always an easy barrier to hurdle. The main reason is that, although Epicor is an acceptable ERP system for many businesses,...
by XTIVIA | May 6, 2020 | Blog, Customer Relationship Management
As the link between company resources and customer information becomes more vital, the need for CRM and ERP integrations is quickly growing. Having succinct connections between inventory and sales, purchasing and customer reporting, and other resource-sales...
by Marilyn Prevatte | May 5, 2020 | Blog, Customer Relationship Management
What is a CRM? CRM stands for Customer Relationship Management. In terms of Software, CRM is a system, either cloud-based or on-premise, that improves customer relationships by assisting in customer acquisition and retention, providing significant sales growth. A CRM...
by XTIVIA | Apr 9, 2020 | Blog, Customer Relationship Management
Customer Relationship Management (CRM) has become the premier technology for business and the fastest growing software industry. While their popularity continues to grow — roughly 91% of companies with 11 or more employees now use CRM technology — so do the features...
by Marilyn Prevatte | Mar 26, 2020 | Blog, Customer Relationship Management
As a Salesforce Partner, we get asked all sorts of questions to support our client base. Recently a set of excellent questions was asked by one of our clients, “How do I change the layout of the home tab, and what is included on the home page?” “Is...
by Marilyn Prevatte | Jan 29, 2020 | Blog, Customer Relationship Management
Empowering your team with the knowledge to develop better products and services, improve the customer experience, and increase opportunities is the key to using best practices with Salesforce. You have invested in Salesforce but implementing across your team has been...
by XTIVIA | Jan 8, 2020 | Blog, Customer Relationship Management
Data is the lifeblood of creating an ideal customer experience, and it’s the best way to develop long-lasting relationships with returning customers. No matter what your market looks like, having concise data for customer profiles is essential to winning their...
by XTIVIA | Dec 19, 2019 | Blog, Customer Relationship Management
Customer Relationship Management (CRM) software has evolved from a niche business system for helping companies maintain and grow relationships with new and existing clients organization-wide tools. Most CRMs these days can help with customer relations and include...
