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 ...
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…
Salesforce CTI Tools for Real Estate: Cost & Feature Comparison
Why Real Estate Companies Need CTI in Salesforce Real estate companies using Salesforce CRM rely heavily on outbound and inbound calls to verify property ownership, confirm listings, and follow up with sellers and buyers In this article, we compare the most commonly used Salesforce CTI tools for real estate companies based on cost, features, productivity,…
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. So, this case study highlight how we achieved WordPress and Stripe Integration with Salesforce. The Challenge The customer’s WordPress donation…
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tracing is the process of finding people—often property owners, tenants, or leads—whose contact details are missing, outdated, or difficult to track down.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,…
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 ...