Best Practices of Data Migration to Salesforce
Introduction Businesses feel the need to set up Salesforce Data Migration in the following situations: Replacing old and outdated CRM …
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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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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…
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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…
Salesforce Einstein Bot And WhatsApp Integration
Einstein Bots is now available in 180 countries on the world’s largest messaging app, WhatsApp. Einstein Bots Salesforce can interface with …
Top 5 reasons to Chose Salesforce over Competitors
With many CRMs on the market, how do you know which one is the right one for your business? Here …
Stripe Integration With Salesforce Using REST API
Overview of Stripe and Salesforce Stripe is a leading online payment platform that empowers businesses to securely handle financial transactions …
Top 4 Ways to Boost Productivity in Salesforce Service Cloud
1. Enable Case Deflection via Self Service Portal | Email2Case Channel » Drop in the number of Cases, decreases the …