Unread by Owner Field on Lead – An Intelligent Way to Track the Lead Owner Activity
GOAL There is a field called “Unready by Owner” on Lead only visible in List View. Let’s understand how it ...
Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration
INTRODUCTION Salesforce CRM is a leading customer relationship management platform trusted by businesses worldwide. With its comprehensive suite of features and cloud-based infrastructure, Salesforce CRM empowers organizations to effectively manage customer interactions, drive sales, and deliver exceptional customer experiences. Zendesk support is a well-known ticketing system specifically designed for tracking, prioritizing, and solving customer support…
Case Study: Reinventing Donation Processing with WordPress, Stripe & Salesforce
Background A well-established non-profit organization in UK relied on its WordPress website to drive community donations. While the organization had a loyal donor base, their previous automation setup created bottlenecks, inconsistencies, and unnecessary operational costs. The Challenge The customer’s WordPress donation process ran on: A Stripe plugin for payments Zapier for pushing donation data into…
Skip Tracing in Real Estate: Why It Matters & The Best APIs to Connect with Salesforce
🏡 Skip Tracing in Real Estate What is Skip Tracing? Skip tracing is the process of finding people—often property owners, tenants, or leads—whose contact details are missing, outdated, or difficult to track down. In the real estate world, it’s a game-changer for agents and investors who want to uncover off-market opportunities, connect with absentee landlords,…
Top Five Free Salesforce AppExchange Apps Every Org Must Have
Introduction Salesforce AppExchange is home to thousands of apps designed to extend the power of your CRM. With so many options, choosing the right ones can be overwhelming. To save you time, we’ve curated five must-have Salesforce AppExchange apps that drive productivity, data insights, and user adoption. 1. Smart Lists AppExchange Link 🔗 Key Features…
CRM Insights: How Salesforce Data Cloud Transforms Business Operations
In today’s fast-paced, data-driven landscape, businesses are leveraging advanced technologies to gain valuable insights and drive informed decision-making. Salesforce Data ...
How Salesforce Philanthropy Cloud Reshapes Corporate CSR Activity?
In an era where businesses are becoming increasingly cognizant of their social impact, Corporate Social Responsibility (CSR) has evolved from ...
Salesforce Role for The Future of Events: A Game-Changer in Planning and Execution | Tenetizer
Introduction Salesforce, recognized for its versatile capabilities in transforming business operations, unveils yet another facet of its potential—event management. While ...
Customer-Centric Insurance Processes: A Salesforce Consultancy Guide
Customer-Centric Insurance Processes: A Salesforce Consultancy Guide | Tenetizer In the ever-evolving landscape of technology, its impact spans across diverse ...