Connecting SurveyMonkey with Salesforce is a great way to link poll information with your customer management system. The SurveyMonkey Salesforce connection is excellent for connecting survey answers with Salesforce records. It’s useful for checking customer happiness, getting feedback after support, or finding new leads. By means of SurveyMonkey integration with Salesforce, you may better manage …
by Kriti Sharma 
You might often find yourself juggling emails, customer questions, and sales data across multiple platforms, only to realize you’re missing key details. Many companies feel like their communication is fragmented, creating inefficiencies, lost leads, and frustrated teams. Just imagine if all of these communications came into a single, unified inbox within Salesforce, where every email, …
by Kriti Sharma 
Many times, companies pay professionals to maximize Salesforce, a potent and extensively utilized customer relationship management technology. Salesforce functional consultant and Salesforce implementation consultant are the two most valuable forms of consultants used in a Salesforce adoption project. Though they seem similar, these jobs are not. Their roles, talents, and aims vary. Since last year, …
by Kriti Sharma 
Salesforce is one of those CRM solutions that are known to be highly effective to empower teams, enhance accuracy, and close more deals. The solution has also proved to be very effective to boost the productivity of the team and increase the operational efficiency. But companies don’t just use Salesforce, they also use many other …
by Kriti Sharma 
Salesforce is ruling globally as the most trusted CRM, helping firms improve their customer relationships while improving their sales, marketing, and service operations. But companies are also using platforms like WordPress to manage their online website and presence. Salesforce integration with WordPress allows businesses to streamline customer data management by accessing and collating data over …
by Kriti Sharma 
For firms, the way they manage work has changed a lot since the pandemic. It has increasingly become important to find a way to streamline communication internally with teams and employees and externally with clients and vendors as teams are working from home. Slack is one of the most trusted platforms for professionals to manage …
by Kriti Sharma 
No business can underestimate the value of sending out personalized emails to customers to bring their attention to the business and services. But running such emails and tracking the performance of emails does require extra effort. For companies using an email marketing solution like Mailchimp, it can be difficult to pull customer data and every …
by Kriti Sharma 
If we talk about the most complex operations for any business, it would definitely be making personal connections with customers and managing all financial services and information. With operations going more digital, there’s always a need to give more emphasis on performing accounting more precisely to reduce any chances of errors. To simplify this, companies …
by Kriti Sharma 
We know how juggling between your calendar and Salesforce can sometimes feel like a high-stakes Tetris game. It doesn’t matter if you’re using Google Calendar, Outlook Calendar, or CalendarAnything; switching between your calendar and Salesforce to track and manage everything can be a real challenge. That’s where a Salesforce integration consultant can help you to …
by Kriti Sharma 
