Salesforce CRM Blog
TECHNICAL | BUSINESS | GENERAL
Salesforce CRM Blog
TECHNICAL | BUSINESS | GENERAL
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...