Tag Archives: crm

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 »

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 »

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 »

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 »

Why DocuSign + CRM is a Killer Combination!

December 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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How Can I Increase My Sales Force Productivity using CRM?

December 24th, 2014 | by

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.

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What are The Benefits of a Salesforce Consulting Firm?

December 22nd, 2014 | by

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.

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The Importance of Archiving Files and Data in Salesforce

December 22nd, 2014 | by

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.

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Can I Implement Salesforce On My Own?

December 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 »

How To Transform Your Business Through CRM

December 7th, 2014 | by

Having the best products and services in the business will not keep your company profitable if it loses touch with your customers. The primary purpose of a CRM, such as Salesforce, is to increase customer satisfaction by adding a whole new way to track clients and provide customers with better service.

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