Types of reports to track sales productivity
The C-suite executives and sales leaders must swiftly make decisions and exhibit agile thinking. However, this becomes challenging when faced ...
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…
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…
Transforming Event Networking: From Business Cards to Salesforce Leads in Seconds
The Pain Point — Manual Entry of Visiting Cards Why Events Create a Lead Management Nightmare In today’s fast-paced business world, connections are everything. Our client regularly participates in industry events, conferences, and networking meetups — meeting hundreds of prospects in a matter of days. Naturally, they collect just as many business cards. But here’s…
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…
Create quick action with LWC dynamically using apex & tooling aPI
What’s Quick Action? In Salesforce, a Quick Action is a powerful feature that allows users to perform specific tasks or ...
Email Alerts are not being sent from Salesforce
Description This article outlines how to troubleshoot when some or all of your Users don’t receive emails sent from the ...
Most Common Salesforce Integration Challenges
In today’s business landscape, companies utilize a multitude of applications for various functions such as Sales, HR, Finance, Operations, and ...
Why does an SMB require Salesforce as a CRM?
INTRODUCTION As a Salesforce Architect and developer, I’ll admit that I have a soft spot for the platform. But when ...