by Marilyn Prevatte | Jun 4, 2024 | Blog, Customer Relationship Management, Salesforce
With Salesforce, achieving the highest performance and maximizing ROI requires strategic planning, ongoing optimization, and specialized expertise. In this blog, we will unlock the full potential of your Salesforce investment through the Salesforce managed services...
by Marilyn Prevatte | May 23, 2024 | Blog, Customer Relationship Management, Dynamics 365, Microsoft, Salesforce
Customer Relationship Management (CRM) systems are powerful tools that enable businesses to manage customer interactions, streamline processes, and enhance overall efficiency. However, the success of a CRM implementation doesn’t solely depend on the technology;...
by Marilyn Prevatte | Mar 5, 2024 | Blog, Customer Relationship Management, Salesforce
Like a mighty engine, the Salesforce platform continues evolving with each release. Yet, with great power comes great complexity. As we navigate this digital landscape, we find ourselves at the intersection of Salesforce and artificial intelligence (AI). Preparing for...
by XTIVIA | Feb 29, 2024 | Blog, Customer Relationship Management, Salesforce
Are you ready to revolutionize your real estate business with Salesforce? In our latest download, we dive deep into the world of Salesforce customization for the real estate industry, providing a comprehensive guide to streamline your operations and boost your sales....
by Marilyn Prevatte | Feb 20, 2024 | Blog, Customer Relationship Management, Salesforce
Simplifying our business processes is crucial as the new year begins, especially with Salesforce’s increasing data. Good data management through Salesforce Data Archiving improves user experiences, cuts storage costs, and makes handling data easier. It’s...
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 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 Marilyn Prevatte | Oct 19, 2023 | Blog, Salesforce
Lucky for us, in Winter 24, Salesforce will launch Einstein GPT, the next generation of Einstein. Salesforce’s AI technology is a groundbreaking new platform that delivers more than 200 billion AI-powered predictions across the Customer 360 auto-generated AI...
by Bill Thach and Marilyn Prevatte | Jan 26, 2023 | Blog, Salesforce
Salesforce has a new feature called Permission Set Groups. So, what are Permission Set Groups, and when should you use Permission Set Groups? Permission Set Groups allow Admins to combine multiple permission sets into a single permission set group for user assignment....
by Bill Thach | Nov 29, 2022 | Blog, Customer Relationship Management, Salesforce
Have you ever encountered long load times when populating data in Salesforce reports? Are you able to limit the number of records that load? Wonder what fields and objects are available in report types or even the median number of a column of data you are analyzing?...