HubSpot vs Salesforce: Choosing the Right CRM for Your Business Size
Introduction Choosing the right Customer Relationship Management (CRM) system is a critical decision for organizations of all sizes. CRMs are …
-
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…
-
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…
-
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…
-
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…
Enhancing Report Accessibility with URL Parameters in Lightning Experience
Introduction: Salesforce Lightning Experience offers a convenient feature that allows users to customize report views by adding filter value parameters …
Ticket Sync Package: Key to Salesforce and Zendesk Integration
Introduction The integration between Zendesk and Salesforce not only smooths customer support operations but also enhances sales processes. This synchronization …
Maximizing Organizational Efficiency with CRM Applications
Maximizing Organizational Efficiency with CRM Applications In today’s dynamic business environment, technology stands as the cornerstone of success, enabling companies …
Salesforce VS Zoho: A Thorough Comparison For Optimal CRM Selection
Introduction Selecting the right Customer Relationship Management (CRM) system is a crucial decision for businesses, regardless of their size. CRM …