Introduction Businesses feel the need to set up Salesforce Data Migration in the following situations: Replacing old and outdated CRM with Salesforce. Moving from different systems for different to a single unified CRM like Salesforce. Requirement to include advanced features and specifications. Demand to use the auxiliary application, database, or storage system along with the […]
Einstein Bots is now available in 180 countries on the world’s largest messaging app, WhatsApp. Einstein Bots Salesforce can interface with WhatsApp to deliver messages to your customers, just like they do with SMS. Bots can also use automation to bring complex cases directly to agents, all on WhatsApp. The native nature brings tons of benefits: […]
With many CRMs on the market, how do you know which one is the right one for your business? Here are 5 reasons why our customers chose Salesforce: Seamless integration of Sales, Marketing and Services Gives top class marketing, sales and services app in a single platform Easy and scalable Automation A very easy and […]
PAIN POINTS Whenever a new Account is created in Salesforce, Billing team has to create a new customer manually in Stripe. Whenever billing detail is changed at stripe, manually the details are transferred to Salesforce in custom fields of Account. A lot of manual work and scheduled data correction SOLUTION As mentioned in logical diagram, […]
1. Enable Case Deflection via Self Service Portal | Email2Case Channel » Drop in the number of Cases, decreases the support cost significantly. » In web2case, use standard deflection component: https://help.salesforce.com/s/articleView?id=sf.rss_case_deflection.htm&type=5 » Use auto-response rule to resolve frequently asked questions by embedding the solution/knowledge link in emails. » Use auto-response rule to resolve frequently asked […]
Migration Strategy Migrating to Salesforce Service Cloud from Zendesk requires a deep analysis, planning, and execution. The migration can be categorized into three different buckets and corresponding set of actions: » Service Process (Cloud) Migration Ticket management – different views, different layouts, searching capability, access control setup. Similar configuration as Zendesk but in Salesforce way. […]
