How to choose best CRM for your business
Understand your need first If you’re looking for dedicated customer relationship management (CRM) support Marketing Operation, Sales Operation, Service and …
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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…
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How We Solved Real Estate CRM Pains: A Seamless Migration from Podio to Salesforce
📍 Client Overview Our client is a rapidly growing US based real estate investment company specializing in lead generation, property acquisitions, and dispositions. They have thousands of Agents and Brokers, Realtors in their CRM – Their teams manage complex workflows involving agents, buyers, and sellers across multiple locations. They have following processes in built in…
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CTI Five9 and Salesforce Integration Guide
Five9 is cloud contact center software for inbound, outbound, blended, or multi-channel operations. This solution includes management capabilities such as campaign management, quality monitoring, real-time and historical reporting, and call recording. Combine the power of Five9 seamlessly within the Salesforce Omni-Channel widget to empower your contact center with real-time intelligence and automation. Enable agents with Einstein…
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Salesforce Winter ’25 Release – Top Features
Dynamic Highlights Panel – Winter 25 release – The Dynamic Highlights Panel, introduced in Salesforce’s Winter ’25 release, allows administrators to display up to 12 key fields at the top of record pages, enhancing user experience by providing quick access to essential information. Unlike the traditional Highlights Panel, this feature offers dynamic visibility rules, enabling fields…
bypass Multi factor authentication for Salesforce User login
Requirement Bypassing Multi-Factor Authentication (MFA) for Salesforce user login is not a recommended or standard practice because it compromises the …
Knowledge Template in Salesforce Lightning Knowledge
Salesforce Lightning Knowledge provides a robust framework for creating and managing a knowledge base that supports your customer service and …
Integrate React App in Salesforce: A Comprehensive Guide
Introduction Salesforce is a robust CRM platform, and integrating it with a modern front-end framework like React can enhance user …
5 Practical Steps to Optimize Your Salesforce Setup & Cost
1. Audit Your Licenses—Only Pay for What You Need Licenses often represent the bulk of Salesforce costs, but many companies …