Category Archives: Business Blog

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Integrate Salesforce and Encompass to track loan accounts end-to-end

January 18th, 2016 | by

How fast a Mortgage companies closes a loan application impacts their revenues. Often, complicated processes, and wrong data can sabotage deals leading to lost revenue for a mortgage company and frustration for its customers. Once loan applications are approved, it’s important to keep all data related to the loan updated, and make it available to various teams as needed. This is a challenge for most mortgage companies, and they realize that they need to break the silos in their business systems to get closer to their goals. Read more »

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Integrate Magento and Salesforce for an end-to-end view of your e-commerce business

October 15th, 2015 | by

Magento is a popular open source e-commerce platform that’s used by top e-commerce brands around the world. It is used to manage e-commerce websites, and provides enterprise-grade functionality for the frontend and backend of e-commerce websites. However, many of the e-commerce stores that use Magento to manage their website also use Salesforce as the CRM system to manage their internal operations like Customer Support, Sales, and Accounting. Read more »

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3 more reasons you need a partner to manage Salesforce for you

September 28th, 2015 | by

In the previous blog post we discussed 3 reasons a partner can help you better manage your Salesforce implementation. Here’s a quick recap:

1. Shield yourself from employee churn
2. Perform advanced customizations and integrations
3. Customize Salesforce to suit your business goals

To understand these reasons in detail, please read that post.

In this post, we look at 3 more reasons why you’re better off with a Salesforce partner. Read more »

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3 reasons you need a partner to manage Salesforce for you

September 21st, 2015 | by

After implementing Salesforce, you have two options to manage your CRM system – use an internal Salesforce Admin team, or get a partner to manage Salesforce for you. In this post, we discuss three reasons why you should consider a partner to manage your Salesforce. Read more »

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Migrate from Advent Qube CRM to Salesforce without skipping a beat

July 22nd, 2015 | by

Advent Software is the maker of highly successful products in the and financial services domain. They also used to have a CRM platform named Qube, which they discontinued in 2011. Since then, most Qube users have migrated to other CRM platforms. However, there are still some who are yet to choose a new CRM solution. If you’re one of those users, this post gives you an overview of what is involved in a migration from Qube to Salesforce. Read more »

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Integrate Advent Axys and Salesforce to better manage your investment firm’s portfolio

July 15th, 2015 | by

Advent Axys is a portfolio management tool for investment firms, family offices, and hedge funds. It provides robust reporting, performance monitoring, and automation to keep track of an investment portfolio. It can be greatly customized to meet the needs of any type of investment firm, and enables efficient features like export to Excel that are needed for advanced analysis. Investment firms love Axys for it’s robust reporting and accounting features. Read more »

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Integrate FlashTrac and Salesforce to better manage your global supply chain

June 30th, 2015 | by

If you’re an IT firm that relies on a supply chain partner to do business globally, you probably have heard of FlashGlobal. FlashGlobal is a leading provider of logistics and supply chain services around the world. Their suite of services include inventory management, order management, trade and compliance, and many more. FlashGlobal provides an acclaimed web-based platform called FlashTrac from which its customers can manage their supply chain operations. Many top IT firms in the world use FlashTrac. Read more »

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Integrate Celery and Salesforce for Better Ecommerce Order Management – A Smart Lock Startup Company’s Success Story

June 23rd, 2015 | by

A smart lock is a new type of lock and access system that allows you to send a virtual key to anyone you choose to have access to your home. It works through your smartphone, so you don’t need a key to open the door. One such smart lock startup wanted to integrate its back-end systems to better manage orders, and gain more visibility into customer activity. Let’s look at how they went about finding a solution. Read more »

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What you need to know when integrating Salesforce and NetSuite – Part 2

June 1st, 2015 | by

Salesforce is the most common cloud platform to be integrated with NetSuite. Many organizations want to use the best of breed solutions, and opt for these two platforms as the best in their respective fields of CRM and ERP. In the first post in this mini-series on Salesforce and NetSuite integration we covered three things you need to know when integrating these cloud platforms. In this post, we look at three more. Read more »

Salesforce-connector-for-netsuite

What you need to know when integrating Salesforce and NetSuite – Part 1

May 24th, 2015 | by

Salesforce is the leading CRM solution, and NetSuite its counterpart for ERP. If you’ve already implemented one of these solutions and are considering the other, chances are you are thinking about integrating them so your operations are more efficient. Considering how complex both these applications are, you’ll need to be well prepared before you decide on a solution. This post highlights some of the factors you should consider when you integrate Salesforce and NetSuite. Read more »