There would hardly be any business that doesn’t focus on upgrading their sales and marketing efforts. The key is to have a unified view of all platforms and records through which it could become easier to track business performance and customer engagement. This could be made possible with social media Salesforce integration that could bring …
If you’re running a business, think about what will be your first priority when it comes to data? For most people, it will always be the ability to visualize and access data in one place. That’s the kind of power businesses can achieve with Salesforce Power BI integration. Data is the most powerful asset for …
Businesses these days are working on managing all aspects of operations and one crucial area is payment processing. Firms these days are working with Salesforce to access all its powerful tools to manage customer relationships and their operational workflows. But sometimes, they end up missing crucial aspects like managing payments and transactions. Salesforce payment gateway …
There would hardly be any business now that won’t be looking to find advanced ways to analyze their data and grow exponentially. Tableau is one such business intelligence solution that makes it possible. Firms work with Tableau to visualize and evaluate data in different forms that could make decision-making easier, while Salesforce stands as one …
How often have you found yourself waiting too long when processing your weekly payments? While experiences may vary, it can often consume a significant part of your day just to track payments after sending invoices. Staying updated on payment processing is a common concern for many businesses. Organizations have long needed to pay their beneficiaries …
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 …
For every company that works with critical insights into finance, expenses, performance metrics, and revenue, it is essential to give ample focus to business accounting. This information is essential and sensitive and has to be maintained safely across different departments of a company. Every department would have to be dependent on that data to make …
Email is the most convenient way to communicate with your clients and keep them closer to your business for any industry. You are already doing a great job if you are using Salesforce to manage your customer relationships and Outlook to send out emails to your customers. But when it is about doing both simultaneously, …
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 …
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