by Arohi Modi | Feb 15, 2024 | Blog, Customer Relationship Management, Salesforce
Salesforce Pro Suite is a collection of cloud-based applications to help businesses manage customer relationships (CRM), marketing, and sales. It’s a more advanced version of their Starter Suite, offering additional features and functionalities for businesses...
by Marilyn Prevatte | Feb 13, 2024 | Blog, Salesforce
Change Data Capture Continuing from our previous blogs on Salesforce Shield Encryption, another feature includes Change Data Capture, which enables you to track and capture changes to your Salesforce data in near real-time. You can use Change Data Capture to integrate...
by Arohi Modi | Feb 7, 2024 | Blog, Customer Relationship Management, Salesforce
Choosing the right Customer Relationship Management (CRM) platform is a critical decision for businesses of all sizes. This blog compares Salesforce’s two primary offerings: the Salesforce Starter Suite and the Salesforce Pro Suite. Each suite caters to...
by Marilyn Prevatte | Feb 6, 2024 | Blog, Salesforce
In the simplest terms, Salesforce Shield Encryption protects data even when it reaches the hands of the wrong person by turning the readable data into garbled text. This can be achieved using a key known only to the sender and the receiver. The same key is used to...
by Marilyn Prevatte | Dec 19, 2023 | Blog, Salesforce
Something new and powerful is in Salesforce this Winter ’24. A newly established Intelligence View that allows you to see an intelligent list of leads or contacts. Also, it will enable you to go back and forth between a List View or an Intelligence View,...
by Bill Thach | Dec 6, 2023 | Blog, Salesforce
An important mantra for any organization that wants to utilize its CRM effectively is: If it’s not recorded in the CRM, it didn’t happen! All essential communications and customer emails must be recorded against the customer record for future reference....
by XTIVIA | Sep 28, 2023 | Blog, Microsoft
Microsoft Dynamics 365 Customer Engagement is a powerful customer relationship management (CRM) platform designed to help businesses manage and optimize their sales, marketing, project management, field service, and customer service processes. While the platform...
by XTIVIA | Sep 14, 2023 | Blog, Microsoft
Investing in the future of an organization is a top priority for Chief Information Officers (CIOs), and the Microsoft Power Platform offers a unique opportunity to drive innovation, efficiency, and growth. With its suite of tools that includes Power Apps, Power BI,...
by XTIVIA | Sep 7, 2023 | Blog, Microsoft
Hiring a Microsoft Dynamics Partner is a strategic decision that can significantly impact the success of your organization’s CRM implementation and ongoing operations. Microsoft Dynamics is a robust suite of business applications that includes solutions for...
by XTIVIA | Aug 1, 2023 | Blog, Boomi
In today’s interconnected business landscape, efficient B2B integration, streamlined trading partner management, and seamless Electronic Data Interchange (EDI) has become crucial for businesses to thrive. These processes are pivotal in enabling smooth...
