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How Do You Integrate QuickBooks With Salesforce?

July 18th, 2014 | by

How Do You Integrate QuickBooks With Salesforce?

Quickbooks with Salesforce gives you a full blown personal accounting professional service right inside your Salesforce.  By integrating the worksheets of your business accounting with the power of your customer data, you can get more done and maintain vital customer relationships even when you are away from your desk. There are a few ways to integrate the two, including an app from one of the leaders in Salesforce partnerships, Mansa Systems.

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Can I Implement Salesforce On My Own?

July 11th, 2014 | by

Can I Implement Salesforce On My Own?

There are many things to be considered when you implement Salesforce. If it were as simple as setting up a user account, anyone could do it. But that is only one of many steps, not to mention the training needed to get the most from the app. To maximize the benefits of Salesforce, you need a partner in the process, typically a consultant who is specifically experienced with the Salesforce product. ¬† Read more »

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Why DocuSign + CRM is a Killer Combination!

June 25th, 2014 | by

Why DocuSign + CRM is a Killer Combination!

DocuSign is software that enables you, and your contacts, to electronically sign documents, negating the need to have to post or print documents before having them signed and returned. As standalone software it can prove to be very effective, but when combined with a Customer Relationship Management (CRM) package, it becomes even more powerful and beneficial. One click document creation, sending, and signature not only makes the document signing process simpler, but reduces errors.

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Should I Hire a Consultant To Help Me Implement Salesforce

June 20th, 2014 | by

Should I Hire a Consultant To Help Me Implement Salesforce

When you implement Salesforce, the assistance of a consultant will be a tremendous benefit. Because it is so much more than a utility to keep up with your contacts, it needs to be integrated into your system in many ways. Without a consultant, you are not going to see the full impact of what Salesforce can do for you.

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Do You Recognize How Seconds Matter in Converting More Sales

June 9th, 2014 | by

Do You Recognize How Seconds Matter in Converting More Sales

When it comes to marketing response, bare seconds can mean the difference between making or losing a sale. With Internet-generated leads, even a short delay gives your customer¬†a chance to go elsewhere. What you need is a way to receive and contact those leads right away. 37 Seconds, coupled with¬†Salesforce, is your solution.¬† Read more »

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How Do I Integrate GoToMeeting With Salesforce

June 2nd, 2014 | by

How Do I Integrate GoToMeeting With Salesforce

When you combine GoToMeeting with Salesforce, you become a force to be reckoned with.

Salesforce is the top customer relationship manager (CRM), and GoToMeeting is the industry leading conferencing application. The best way to do this is to use Click.Meet by Mansa Systems. In today‚Äôs mobile business community, you need this kind of power at your fingertips. From the office, from your home, or anywhere in between, you can attend conferences and manage your contacts. Read more »

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Junxure vs Salesforce

Junxure vs Salesforce, the battle for the Financial Services market continues

March 4th, 2014 | by

For years, financial services providers have been using Junxure to manage their customer data. Apart from Junxure, other popular CRM (customer relationship management) solutions useful for marketing include Redtail and Salesforce.

Junxure comes from humble beginnings. Initially, it was started as proprietary solution for Friedman & Associates whose offices are in Novato. Read more »

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Salesforce Identity 400

What is Salesforce Identity?

December 31st, 2013 | by

The future enterprise is bound to be more complex given what we know today. As companies seek to improve productivity and reduce operational costs, they are utilizing a variety of solutions across their distributed teams. As the importance of cloud applications becomes more evident in today‚Äôs economy, the use of complex hybrid or legacy cloud based solutions is expected to be integrated in a company‚Äôs operations. Read more »

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