by XTIVIA | Dec 10, 2019 | Blog, Customer Relationship Management
Cloud-centric business is blowing up right now. No matter what your industry is, the cloud is making its way in. However, cloud solutions need to be different for each business. Salesforce is making headway around customized cloud services for various industries....
by XTIVIA | Nov 20, 2019 | Blog, Customer Relationship Management
Since being released, the Salesforce Lightning Experience has proven itself a worthy competitor to the Classic version of Salesforce. However, as a client-side base platform, slow load speeds have been relatively common for users making the transition. We want to...
by XTIVIA | Nov 7, 2019 | Blog, Customer Relationship Management
In Salesforce, there is a group of tips and tricks that will help support your sales and service teams, providing you the information you need to become a better business leader. In this blog, we are going to discuss 5-different tips or tricks to help you accomplish...
by Mike Ahrenhoersterbaeumer | Oct 24, 2019 | Blog, Customer Relationship Management
As you probably already know, Salesforce is the number one Customer Relationship Management (CRM) platform on the market today. When you buy Salesforce, you get access to one of the most powerful solutions on the market today, and right away, you can enhance your...
by XTIVIA | Oct 16, 2019 | Blog, Customer Relationship Management
So your company is new to Salesforce, and your team wants the most out of their new CRM promptly. Like any new system, though, you and your team must understand what they need to do to leverage the benefits. When it comes to Salesforce, implementation is pretty...
by Anosh Wadia | Sep 5, 2019 | Blog, Customer Relationship Management
In Salesforce, you need insight into your business and your data and that starts with the people you’re doing business with. In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you’re doing...
by XTIVIA | Aug 28, 2019 | Blog, Customer Relationship Management
Since Salesforce purchased Quip back in 2016, users have long-awaited the collaborative and productive possibilities that would come from a Salesforce-Quip integration. For the past three years, Quip has been a standalone software under Salesforce, but as of May 2019...
by Mike Ahrenhoersterbaeumer | Aug 20, 2019 | Blog, Customer Relationship Management
There are numerous benefits to implementing a CRM solution. In this blog, we want to pick and define five we find are of vital importance around CRM. In particular, we will focus on sharing not only what those benefits are, but how leveraging Salesforce™ enhances them...
by Anosh Wadia | Aug 1, 2019 | Blog, Customer Relationship Management
Salesforce has great features that allow you to prevent duplicate records from being added. Using a combination of Duplicate Rules and Matching Rules, you can prevent duplicates from being added and also merge existing duplicate records that exist. However, you can...
by Mike Ahrenhoersterbaeumer | Jul 17, 2019 | Blog, Customer Relationship Management
One of the biggest questions that needs to be answered when implementing any software — especially CRM (customer relationship management) — is, “where is this software going to be hosted?” “Is this going to be hosted on my own in-house servers or in...
