Tag Archives: salesforce

PCLender-salesforce-integration

Integrate PCLender LOS & Salesforce to streamline your loan management process

January 20th, 2016 | by

PCLender provides solutions for mortgage companies and is well-known for their loan origination software (LOS). In this post, we discuss the integration of PCLender LOS and Salesforce, which the most widely-used CRM solution. Read more »

Roostify-salesforce-integration

Integrate Roostify and Salesforce to turbocharge your sales follow up for loans

January 20th, 2016 | by

Roostify is a startup that’s changing the way loans are processed. Mortgage companies lose customers if their loan closing process is inefficient. Roostify aims to transform this important phase of the loan lifecycle with automation, and improved accountability. In this post, we discuss the benefits of integrating Roostify with Salesforce. Read more »

pardot-logo

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-salesforce-integration

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-salesforce-integration

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 »

magento-salesforce-integration

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 »

salesforce-managed-services

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 »

salesforce-managed-services

3 reasons you need a partner to manage Salesforce for you

September 21st, 2015 | by

After implementing Salesforce, you have two options to manage your CRM system – use an internal Salesforce Admin team, or get a partner to manage Salesforce for you. In this post, we discuss three reasons why you should consider a partner to manage your Salesforce. Read more »

Cloud-transfer

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 »