In the current business climate, where changes are constant, it is common to find organizations that use several tools to manage their businesses. Salesforce, the most popular CRM software, offers solutions for effective customer interaction. In contrast, NetSuite, a highly effective cloud ERP software, provides the best solutions for managing financials and other back-end mandates. …
by Kriti Sharma 
Salesforce and SharePoint may be powerful CRM or document management tools, but neither is complete on its own. When put together, they can increase business efficiency drastically by improving workflows, data accuracy, and team collaboration. It makes this integration a unified system that drives better decision-making and a smoother user experience. This guide will explain …
by Kriti Sharma 
A seamless Salesforce Calendar Integration is key to increasing productivity and running your entire operation smoothly. When calendars are tightly synced with Salesforce, the sales, customer service, and marketing teams can easily coordinate schedules and keep track of appointments and follow-ups. This integration removes inefficiencies in how teams operate, making it possible for them to …
by Kriti Sharma 
Today running any business in a very much digital-first world implies playing with multiple tools and interfaces to keep your business activities smooth and efficient. The web and digital presence run with Drupal is likely that it has been experienced first by its flexibility and powers, but what happens then if one needs to connect …
by Kriti Sharma 
Managing business operations involves a great deal of complexity and intricacy, particularly when customer relationships and data management are simultaneously entwined with backend processes. Many businesses today are stuck in the loop of relatively unconnected systems, missed opportunity, and manual data entry. Sound familiar? If you’re using Salesforce for customer relationship management and Oracle for …
by Kriti Sharma 
Effective file management feels like an uphill battle at the best of times, but for businesses with multiple teams, projects, and customer interactions to manage, it can seem like an insurmountable task. Anyone who has experienced delays due to a missing document or frustration with safely sharing sensitive information across departments knows this all too …
by Kriti Sharma 
From client relationship management to collaboration with cross-functional teams and closing major deals, effective communication may just make all the difference between wins and misses. Let’s be honest: switching between multiple platforms to schedule a meeting, log some notes, and track the flow of client interactions is enough of a logistical headache. Here’s where the …
by Kriti Sharma 
Managing files properly can be difficult for a company to do when dealing with customer relationships and sales deals, all while meeting project deliverables among teams. It’s not uncommon to find yourself digging through folders or switching between platforms just to see where an important document could be. It’s frustrating and slows down workflows, impairs …
by Kriti Sharma 
Industry players in business are constantly on the lookout to eliminate as many manual processes as possible and simplify their operations with security. The revolution of how organizations operate in managing agreements comes from DocuSign and Salesforce integration, two industry leaders, integrated to facilitate automation of document workflow, minimizing time, and safe, legally binding transactional …
by Kriti Sharma 
