Tag Archives: Salesforce.com

Benefits of Integrating Salesforce with Netsuite

December 26th, 2014 | by

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.

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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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Why you should integrate Oracle EBS and Salesforce

December 11th, 2014 | by

Vast quantities of mid-sized and larger companies use Oracle products to manage their Enterprise, the flagship system being Oracle EBS, or Oracle E-Business Suite. Oracle EBS is really a collection of enterprise applications that manage processes from Order Management to Accounting to Supply Chain Management to CRM and more. Oracle has undoubtedly become the leader in the market for ERP or Enterprise Resource Planning, with SAP obviously being a large competitor.

By the time that a company becomes a mid-sized company they will surely be using various disparate systems within different departments, and it’s likely that Oracle EBS is in place. 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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RedTail vs Salesforce – Which CRM is really the best for Wealth Managers?

December 7th, 2014 | by

Many businesses are adopting CRM systems and using them in their operations for more than simply tracking business contacts. Companies are looking for solutions that can help them identify and lead customers from discovery to purchase in a flawless way down the sales cycle. Among the top CRM providers are Salesforce and RedTail. Read more »

Junxure vs Salesforce, the battle for the Financial Services market continues

December 4th, 2014 | by

For years, financial services providers have been using Junxure to manage their customer data. Apart from Junxure, other popular CRM (customer relationship management) solutions useful for marketing include Redtail and Salesforce.

Junxure comes from humble beginnings. Initially, it was started as proprietary solution for Friedman & Associates whose offices are in Novato. Read more »

The Benefits To Upgrading To Enterprise Edition on Salesforce

December 4th, 2014 | by

Upgrading to the Enterprise edition on Salesforce provides your business with increased functionality. This can automate repetitive tasks, integrate software, or even allow you to create custom programs and utilities that match your specific needs. The Enterprise edition on Salesforce also allows to you to create roles and profiles, and use workflows or APIs to act on those profiles.

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Best Practices for Monitoring Data Quality: Improve CRM Effectiveness with Accurate Data cont.

December 30th, 2013 | by

Part II of a 2-part series; continued from Tuesday, July 23rd, part 1 here

Train staff

Staff education can go a long way toward improving data quality, considering a lot of information is still manually entered by employees. Explain the importance of accurate data to employees and educate them about how information is used throughout the business. Implement quality control checks and accountability for data accuracy for employees. Read more »