CRM Solutions Blog
TECHNICAL | BUSINESS | GENERAL
Microsoft Dynamics 365 CE Sales
In our recent article, Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement, we spoke about creating the ideal customer experience. With Dynamics 365, Microsoft builds the "relationship" in CRM. To recall, Microsoft Dynamics 365 Customer...
Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement
Creating the ideal customer experience revolves around customer engagement. Whether you're nurturing a current client or trying to close a deal with a new one, how well you're engaging with them is paramount to changing the account to "closed won." And, those valuable...
Drawing the Boundary Between Your CRM and CDP
We recently published a blog looking at the relationship between Master Data Management (MDM) and Customer Data Platforms (CDP) and the never-ending journey toward data unification. Following that, we wanted to expand the conversation by discussing the relationship...
The Key is Salesforce Omni-Channel
Working from home has created a plethora of frustrated customers in this age of instant satisfaction. Your customers have high expectations, and it will only continue to escalate. Customers are continuously frustrated when they're forced to repeatedly communicate...
Salesforce Quick Tips: Creating Custom List Views in Lightning
Like most tools in Salesforce, List Views are an excellent tool for sales and account managers to use in automating some of the more tedious everyday tasks. Without wasting a whole part of your day building out reports for a single field, you can use List Views to...
Exploring Healthcare CRM and the Salesforce Health Cloud
The expansion of technology into the healthcare field has lent itself to stronger patient-to-provider relationships. During a time when accessing patient information couldn't be more important, having the right technology to integrate medical information across...
Collaborative Forecasting in Salesforce Lightning
One of the nicest features you can now use in Salesforce Lightning is the use of Collaborative Forecasting. In this blog, we will discuss the features and benefits of using collaborative forecasting plus give you a quick tutorial on how you can easily set it up for...
Journey to the Salesforce Lightning Experience
Why should you move to the Salesforce Lightning Experience? What benefits are there for your sales team, the ones that use Salesforce the most? There are many reasons, including the newly developed modern UI that brings in new features, modern design for ease-of-use,...
Creating Custom Salesforce Lightning Apps
A distinct function of the Salesforce Lightning Experience is that it offers inside sales and sales management teams the ability to create custom apps. If you're new to the Lightning Experience, you may not know what Lightning apps are or how to use them, so let's...
Introducing the New Microsoft Dynamics 365 Unified Client Interface
In response to the retirement of the old web client for Dynamics 365 Online, Microsoft is introducing a much more responsive and efficient dedicated interface. To improve user experience, the new Unified Client Interface (UCI) aims to capitalize on mobile...
Benefits of Salesforce and Epicor Integrations
Integration solutions between Salesforce and Epicor can be revolutionary for any company wanting a comprehensive solution between their ERP and CRM platforms. The benefits extend beyond improving internal communications and customer relations, and in most cases,...
Logs and Records in Salesforce-Epicor Integrations
In a previous blog on concurrency issues in Salesforce-Epicor integrations, we looked at handling round-robin updates in the integration and troubleshooting tactics. Along the same lines, there are some best practices your team can employ to gain detailed information...
Best Practices for Locking Down Your Salesforce Data
Just think about it: the thought of storing thousands of pieces of your data in the cloud can cause a nervous breakdown. With the frequent headlines about hacking and data breaches, you may wonder how secure a cloud CRM solution can be. With so much of your data at...
Solving Concurrency in Epicor-Salesforce Bi-directional Integrations
Concurrency issues in a bi-directional Epicor-Salesforce integration can hinder your teams' productivity, and mediating them isn't always an easy barrier to hurdle. The main reason is that, although Epicor is an acceptable ERP system for many businesses, the...
Salesforce and Epicor: Why You Should Go for a Custom Integration
As the link between company resources and customer information becomes more vital, the need for CRM and ERP integrations is quickly growing. Having succinct connections between inventory and sales, purchasing and customer reporting, and other resource-sales...
What is CRM and Why is it Critical to My Business’s Success?
What is a CRM? CRM stands for Customer Relationship Management. In terms of Software, CRM is a system, either cloud-based or on-premise, that improves customer relationships by assisting in customer acquisition and retention, providing significant sales growth. A CRM...
How Can We Survive as a Business Today?
During this time of isolation, every business can benefit from a redirection of attention, whether you're a local Fortune 500 company or a small business. It begins by asking yourself the following questions: What do I need to do to change my business model?Can I...
CRM Trends to Watch in 2020
Customer Relationship Management (CRM) has become the premier technology for business and the fastest growing software industry. While their popularity continues to grow — roughly 91% of companies with 11 or more employees now use CRM technology — so do the features...
Configuring Salesforce Home Tabs
As a Salesforce Partner, we get asked all sorts of questions to support our client base. Recently a set of excellent questions was asked by one of our clients, "How do I change the layout of the home tab, and what is included on the home page?" "Is it based on user...
Best Practices to Empower Your Salesforce Team
Empowering your team with the knowledge to develop better products and services, improve the customer experience, and increase opportunities is the key to using best practices with Salesforce. You have invested in Salesforce but implementing across your team has been...
Optimized Customer Engagement with Salesforce
Data is the lifeblood of creating an ideal customer experience, and it's the best way to develop long-lasting relationships with returning customers. No matter what your market looks like, having concise data for customer profiles is essential to winning their trust...
How to Shop for a CRM System
Customer Relationship Management (CRM) software has evolved from a niche business system for helping companies maintain and grow relationships with new and existing clients organization-wide tools. Most CRMs these days can help with customer relations and include...
Salesforce’s New Cloud Opportunities
Cloud-centric business is blowing up right now, and no matter what your industry is, the cloud is making its way in. However, cloud solutions need to be different for each business, and Salesforce is making headway around customized cloud services for various...
Salesforce Lightning at Lightning Speeds (Tips for Improving Load Speed)
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...
Salesforce Tips and Tricks to Become a Better Business Leader
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...
Creating a Unified Customer Vision With Salesforce
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...
Common Interruptions for New Salesforce Admins
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...