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 …

target

The Case for a Single Org Environment

susiekokoska Blog

With the prevalence of Salesforce in the marketplace, more and more companies are finding themselves operating multiple instances of Salesforce, whether through mergers and acquisitions or because different departments or business units rolled out unique instances due to the ease and speed of implementation. While circumstances may dictate the need to maintain multiple organizations due to requirements such as security, …

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. …

agile methodology salesforce wordcloud

Agile is a Great Fit for Salesforce Projects

brendanewton Blog

Have you ever wondered if the agile development methodology works better for some types of projects than others?   Because the agile methodology provides so many benefits including flexibility, speed, client involvement, and the ability to identify issues or bugs early on, more and more companies are moving toward agile. What’s more, I would argue that for certain types of projects, …

note with the word rules

Constraint Rules in Apttus

crmpractice Blog

Taking Your Salesforce Quotes to the Next Level, Leveraging Constraint Rules in Apttus Constraint rules can make your life easier when configuring Apttus CPQ.  They allow you to include, excludes, recommend, validate and replace products based on business logic.  At the core, a constraint rule is an if/then statement.  Thinking of it that way helps when configuring the rules and …

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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 …

Analytics Cloud blog

What IS the “Analytics Cloud”?

crmpractice Blog

After Dreamforce 2014, you might have already heard of Salesforce.com’s newest offering, the “Analytics Cloud”. If you’re like many of our clients, you’re asking yourself, “What’s it all about, and what does it mean to Salesforce customers like me?” Put quite simply the “Analytics Cloud” is Salesforce’s new Business Intelligence & Analytics tool. Until now, customers seeking advanced BI & ...