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Posts Tagged ‘CRM’

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Salesforce Lightning Migration Framework & Assessment

It’s clear to see Salesforce’s product roadmap hinges on Lightning. The challenge question for users is how and when is the right time to migrate over to Lightning? All Successful Salesforce Projects Begin With These Steps Determine first where you are – an honest assessment. Start with internal audits and assessments to help determine the […]

Every Version of the Microsoft Dynamics Family Explained

I love Microsoft. Between their powerful technology and comprehensive support, I’m never left wanting for functionality or help. But with a legacy of great products as large as theirs—which includes upgrades, updates, and versions of most of their platforms and packages—it’s easy even for hardened Microsoft veterans to get lost in the verbiage and name […]

What is Salesforce Connect?

For developers that were around at the time, the development and publishing of “Open Database Connectivity (ODBC)” drivers in the 1990’s was a game-changer for the development of client/server applications. ODBC provided a translation layer between the client application’s use of embedded SQL and the back-end database. This gave developers the ability to port applications […]

Change Management Tips, Emoji, Omnichannel Experiences, and more

What You Missed in Salesforce News — April 16, 2018 Salesforce Acquires Mulesoft and Announces Integration Cloud Think About the “Who”: Tips for Using Change Management for a Successful Transition to Lightning The Need for a Seamless Shopping Experience Dealing with the Disengaged: Transforming Unhappy Staff into Productive and Engaged Employees Pardot Introduces Emoji 8 […]

What You Missed in Salesforce News – April 9, 2018

Top Salesforce News 3 Easy Steps for Data Management in Salesforce Salesforce Acquires Mulesoft and Announces Integration Cloud Introducing 24×7 Proactive Monitoring What You Need to Know About the Lightning Platform How to Sell Smarter with the New Sales Cloud Quickly and Easily Prevent Duplicate Records Moving From Clicks to Conversation: Finally Analytics You Can […]

Salesforce Acquires Mulesoft and Announces Integration Cloud

Salesforce aficionados’ ears perked up last week with the acquisition of MuleSoft for $6.5B, and even more so when the fastest-growing software company on the globe announced Integration Cloud, a solution that directly impacts the future of Salesforce in a big way. Salesforce Acquires MuleSoft Salesforce and MuleSoft share in a press release “MuleSoft provides […]

Putting the Salesforce Shield Field Audit Trail to Use

Could your business use richer analytics? What about making use of the data you already have? Salesforce has done a fantastic job at helping Administrators get an idea of “who changed what,” especially in respect to data and configuration. With the History object, most organizations have what they need to see what changes were made […]

What You Missed in Salesforce News – March 23, 2018

It’s impossible to keep up with all the developments and breaking news that surround Salesforce. Luckily, you’ve got us. Here are some of the top stories of the past week. Why Everything You Ever Thought About Salespeople Is Wrong Salesforce set out last year to try to do our part to debunk some of the […]

What is IT Debt and How Much is it Costing You?

What is IT Debt? The term IT debt became a very popular talking point in the selling and marketing of cloud-based solutions after Gartner promoted it in 2010. IT debt refers to the investment a company would have to make to eliminate its IT backlog and bring their current application portfolio up to a fully […]

Oracle Engagement Cloud – Top 5 UI Enhancements

The recent release of the Oracle engagement cloud has introduced many exciting new features to the cloud application enhancing the user experience with new UI features and functionality. Quite a few of these new features available in the engagement cloud application now are enhancements that were requested by many of our clients over the years. […]

Top 4 Spring ’18 Community Features to be Excited About

It’s that time of year again — the holidays are over, but we have something even better to look forward to: the Spring ’18 Release! I’m going to try to temper my exclamation points, bolds and all caps, but let me tell you, this release is beyond exciting! Let’s break down the Top 4 Areas […]

Create a Dynamics CRM Case based on Amazon Connect self-service interaction

Companies providing customer care often require multiple supporting IT systems to achieve the high standards they strive for. This implies usage of telephony services, contact center platforms, CRM and WFM solutions, etc. Using 5 – 10 separate solutions to handle a single client interaction may become confusing and time-consuming for agents. How many times a […]

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