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 
Sales and customer interactions have become more complex with the speed at which business now goes on in the digital world. Current businesses need tools that streamline workflows, improve communication, and provide actionable insights. Salesloft is a sales engagement platform and the world’s #1 CRM Salesforce makes the perfect match for such goals. An ecosystem …
by Kriti Sharma 
Data is the backbone for any company from any industry sector, making it efficient for teams to evaluate it to make informed decisions and improve operational efficiency. In the financial services sector, it can become increasingly difficult to work with and manage sensitive finance related information due to which, they count on PitchBook to handle …
by Kriti Sharma 
Are you facing difficulty to handle the increasing amounts of customer and operational data? One of the reasons is that your data might be scattered across multiple systems due to which you aren’t able to evaluate it right. This challenge is becoming very common among growing businesses. But, you can efficiently unify your data, analyze …
by Kriti Sharma 
