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 29, 2019 | Blog, Data Management
Overview of Data Quality It is an undeniable fact that corporations and individuals today are heavily dependent on data since decisions based on the data are proven to be more successful. Organizations are investing in improving the quality of their data. Here are...
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 Vivek Agarwal | Jul 11, 2019 | Blog, Perspectives
Future-proofing is a buzzword that’s getting a lot of attention these days. However, the idea behind it is something IT professionals have worked with for a long time. Essentially, future-proofing means taking steps so you’re able to flex and expand as...
by XTIVIA | Jun 4, 2019 | Blog, Customer Relationship Management
So your sponsor is backing up the Lightning transition, your team is onboard, and all you have to do now is decide on your strategy. There’s a number of different ways, but typically you’ll either phase Lightning in or do it all at once. Which of these paths you...
by XTIVIA | May 8, 2019 | Blog, Customer Relationship Management
We’ve talked about the beneficial features of Lightning and the technical details of migrating, but there’s another important aspect: your team. Adopting Lightning isn’t just about turning on a switch; it’s about having a unified vision and...
by XTIVIA | Apr 30, 2019 | Blog, Customer Relationship Management
Manufacturing, like every other industry, has unparalleled opportunities for growth in delivering greater customer value, streamlining operations and adapting to real-time customer conversations in today’s digital economy. Here are the top four that...