Latest Salesforce features – September 2018
Some updates which caught my eye Develop apps from spreadsheets using new low-code options – Check it out here. Log meeting notes […]
Category: CRM
Getting started with CRM
1. Pick 3 burning issues to fix / improve or new initiatives to generate value. What is important is having a clear […]
Zoho Creator data import
Zoho Creator is a useful and versatile platform. One of the more common requirements, especially when creating a new app, is to […]
Salesforce report: Logged-in users vs total user count
When measuring adoption it’s useful to see the number of logged in users for a given period as a percentage of the […]
How AI aids productivity in CRM
One of the more painful administrative tasks faced by Sales reps and account managers is keeping contact lists up to date. Sure, […]
CRM and Artificial Intelligence
CRM vendors are increasing their investments in AI technology and making it available in their CRM platforms to support decision making and […]
Driving CRM adoption
Resistance to CRM adoption can be overcome by satisfactorily answering a number of key questions. Answering the ‘What’s in it for me?’ […]
CRM and the Cloud
CRM in the Cloud or Cloud services refers to CRM software applications which are hosted on the Web and made available through […]
CRM and Big Data
Big data, in the context of CRM, relates to large volumes of data used for (mostly predictive) analytics. Data can be collected […]
CRM Vendors
CRM vendors include: Salesforce.com Microsoft CRM Dynamics (online and on-premise solutions) SAP CRM & Cloud for Sales Oracle (Sales Cloud & Siebel […]