Category Archives: Tech Blog

Salesforce service cloud

Migrate from Zendesk to Salesforce Service Cloud

December 19th, 2015 | by

Zendesk is a great helpdesk platform for companies that are just starting out and need a way to manage the inflow of tickets with a small Support team. It moves teams from working in email to a platform that is great at tracking support issues. However, Zendesk customers who experience rapid growth will quickly hit limitations when scaling their support organization to match. In these cases, they look for an alternative to Zendesk, which for many companies, turns out to be Salesforce Service Cloud. Read more »


Marketing automation for Salesforce using Pardot

December 19th, 2015 | by

Back in the days of traditional marketing, marketers used to ‘spray and pray’ hoping their big budget ad campaigns would hit a section of their target audience, even if most of the budget is wasted. Today, with the granular analytics that digital marketing affords us, marketers look to track every step of the conversion funnel, and allocate budget only to the channels that convert well. This trend first began with the rise of marketing automation software (MAS) about two decades ago. Read more »

Salesforce lightning logo

Salesforce Lightning – A new and better way to build Salesforce apps

December 19th, 2015 | by

One of biggest complaints of Salesforce users has been that the UI is clunky. As the web moved to responsive design, the Salesforce UI did not evolve as fast as it should have. This has pushed Salesforce to rethink the way their platform is designed, and the way apps are built on it. This move has led to the launch of Lightning, a new platform that Salesforce calls ‘The future of CRM”. Read more »


SteelBrick – The native quote-to-cash solution for Salesforce [Part 2]

November 26th, 2015 | by

Sales teams spend a lot of time calculating pricing for their products, often on an Excel sheet. Even when done, there’s all likelihood that there are errors because it’s a manual process. This can take a lot of time during which opportunities may be lost, or margins lowered. To resolve these difficulties, quote-to-cash (Q2C) tools like SteelBrick take a different approach – they greatly simplify the process, and do this from within Salesforce. In this post, we’ll look at how SteelBrick simplifies the configure price quote (CPQ) process, and how you can get started with SteelBrick. Read more »


SteelBrick – The native quote-to-cash solution for Salesforce [Part 1]

November 25th, 2015 | by

One of the most critical parts of the sales process is making a quote. Too high, and you could lose a deal, too low, and you leave money on the table. Sales teams focus a lot on getting the quote right. Traditionally, Sales reps would make a ‘guesstimate’ about how much a customer would be willing to pay, and quote that much. However, in today’s data-driven world of business, most Sales teams are looking for systematic and predictable ways to handle the configure, price, and quote (CPQ) section of the sales cycle. Getting this right would result in more happy customers, and more revenue for the organization. Read more »

Hi-Tech Salesforce Implementation

How Salesforce Implementation Helps the High-tech Industry Connect with its Customers, Partners, and Employees

November 4th, 2015 | by

Today’s customers, partners and employees expect greater control over key processes, seamless collaboration through multiple channels, and a better and integrated digital experience via every device. Companies that fail to meet these demands risk losing their customers and key players. Read more »


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 »


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 »


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 »


EDI implementation using Informatica – A Success Story

June 15th, 2015 | by

The Problem:

A leading provider of flash storage solutions in the San Francisco Bay Area relies on its partners to resell its products. Avnet is a partner of this company, and does frequent business that involves creating many financial documents like purchase orders, and invoices. These documents were being created manually, which involved lots of back and forth communication, errors and inconsistencies, and lots of time that could have been used for higher value activities. Read more »