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 »

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 – 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 »


What Hi-Tech Enterprises Should Look for When Selecting a Salesforce Implementation Partner

November 4th, 2015 | by

Does your company need help with a complicated migration or deployment? Implementing Salesforce and integrating it with your other back-office systems will enable you to get the most out of your system but implementing it yourself can take too much time and energy: 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 »