automating payments

Automate Your Payments with Salesforce

balasadayappan Blog, CRM, Salesforce

Salesforce is one of the most popular customer relationship management (CRM) suites in the world. To receive full benefit of this robust tool, you need a way to directly integrate actual sales (i.e. Payments) into salesforce. This can be done using manually uploading transactions or entering them manually as they come in to your system. But both of these approaches …

laptop

Data is King

susiekokoska Applications & Integration Services, CRM

Have you made an investment in Salesforce to transform your business, only to find that you cannot report on your business requirements due to missing or illogical data?  Perhaps your open pipeline report has opportunities with close dates from 2 years ago, an active contract report counts expired contracts or your NALA account report has accounts from APAC. The key …

Lightning

Salesforce Lightning Components

bryanfrye Blog

The Lightning Component Framework is Salesforce’s new framework for building dynamic single-page user interfaces that will run on phones, tablets, and the desktop.  The Salesforce1 Mobile app was developed with Lightning Components and Salesforce is now opening up that framework to developers and administrators to build their own components and applications that can be used in the Salesforce1 Mobile app. …

consulting arrow

Five Questions to Ask a Salesforce Consultant or Independent Software Vendor (ISV)

pauldanek Blog

If you’re seeking a consulting services firm to assist you with a Salesforce.com project or implementation, you’ve probably realized, you’re faced with many choices. Beyond finding a partner that is an official partner of Salesforce, with certified Salesforce Sales, Service and Marketing Cloud consultants and developers, what else should you look for? Here are five questions to ask to help …

man losing mind over business

Stop the CRM Insanity

erinmackenzie Blog

It’s no secret many organizations have implemented CRM software solutions with minimal business gains. Why is it that companies continue to make the same mistakes with CRM implementations years later after continuous published failure rates? Gartner forecasts that CRM spending will continue to increase as many organizations rush to implement or upgrade to new solutions. There are many ways to …