Salesforce Financial Services Cloud is Built on the Lightning platform that was unveiled last year. It’s a complete overhaul of the user experience, making Salesforce faster, lighter, and easier to use. This means that if you’ve been been using Salesforce Classic, and are planning a move to Financial Services Cloud, you need to migrate to the new Lightning platform. If you’re a new Salesforce customer, you’ll need to perform an implementation at the start. In this post, we give you an overview of what the migration and implementation involves. Read more »
Salesforce Wave – The Democratization of Analytics
You could be forgiven for not realizing how CRM provider Salesforce.com established the most anticipated annual cloud computing event Dreamforce over 10 years ago and has grown into the behemoth we all know and love, attended by over 135,000 convention goers.
A CRM (Customer Relations Management) is an enterprise application that helps companies manage contacts, sales, and more. Unlike the basic contact manager, a full featured CRM contains a wealth of data on each customer. In many industries, a cloud-based CRM such as Salesforce has become essential in the global marketplace.
By taking advantage of Salesforce integration with Netsuite, your company can bridge the gap between sales, inventory, shipping and customer verification. Salesforce has positioned itself as the leader in Customer Relationship Management, and Netsuite is a leader in Enterprise Resource Planning for mid size to enterprise companies. Together these two products offer a full range of services for every company.
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.
A full-featured CRM such as Salesforce offers a lot more benefits than simply tracking your customers. It also acts as a company-wide productivity tool by allowing sales teams to interact with the shipping department, get approval through the back office, and submit invoices that are ready to fill to the front office.
What are The Benefits of a Salesforce Consulting Firm
A Salesforce consulting firm has a lot to offer your company. For those of you unfamiliar with salesforce.com, the platform offers a full-featured contact management system that integrates with other popular accounting and consulting applications. Using it effectively means you need professional integration, sufficient training, and periodic maintenance performed by a company that is fully conversant with what Salesforce has to offer.
Salesforce data management is crucial, especially for companies that process a large amount of information through the CRM. Archiving data is an effective way to reduce data bloating inside the application without permantently removing information that may be needed at some future date. Using Salesforce triggers, your company can even access archived data on-demand, saving space without limiting the potential of this powerful CRM.
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.
Most companies never hit the Salesforce file limits, but when you do you’re stuck in a pickle. You’re also only allowed to upload an attachment of 5MB per attachment. Luckily, Mansa Systems has built a file storing application native to Salesforce that surpasses these parameters. The Mansa app will not only allow for you to store and upload an unlimited amount of file size within Salesforce but also save your company money.