Data migration is not a new concept for any company. It’s quite a common practice to move data from one place to another. What can be new to them is the process to migrate their data entirely on a new CRM platform. Many companies that have been using their legacy systems are now working to …
by Kriti Sharma 
In recent years, the pharmaceutical industry has seen many challenges. From reduction in workforce to increase in the global market competition, there’s a lot that this industry is facing. So, amidst all these issues, there is a severe need to improve sales and operations for a better business. Thus, there’s a need for redefining the …
by Kriti Sharma 
Salesforce developers use Salesforce Path as a successful visualization tool that helps users as a guide along any particular path to reach a final goal. One thing that is important to remember is that you can only work with Salesforce Path in Lightning. Salesforce Path has five key fields and offers guidance throughout the Path …
by Kriti Sharma 
Ongoing innovations in the manufacturing sector have inspired companies to digitize their operations and find ways to sell and track products online. The digitization of manufacturing businesses has made get ready to embrace large-scale change that would possibly come in the near future. And the idea behind this is to future-proof manufacturing businesses by making …
by Kriti Sharma 
The banking industry has completely transformed and now what matters the most is how a bank is able to deliver personal experiences to its customers and build customer trust. That’s why commercial banking institutions are now moving to Salesforce Financial Services Cloud to deliver a more cohesive and customized customer experience. Financial Services Cloud helps …
by Kriti Sharma 
Just like any other industry, banking these days faces an urgent need to reimagine itself and work on achieving new opportunities for growth. The need is to deepen customer relationships and give ample attention to customer profitability. Thus, the focus would be on improving customer experience in banking with Salesforce implementation. Salesforce helps banks to …
by Kriti Sharma 
Each company can be different from another, whether in terms of industry or values, but one thing that remains common is the need for marketing. With the rapid digitization, the ways companies have been doing marketing have changed a lot. Companies are leveraging the power of marketing automation and boosting the marketing effort with Pardot. …
by Kriti Sharma 
Managing task distribution and assignment is basic for any company. But for a large company with a huge workforce, it can certainly be trouble. Talking about companies belonging to heavy industries like oil and gas, locomotive manufacturing, mining, or machine tool building, there can be many tasks and even more employees. Manually assigning tasks won’t …
by Kriti Sharma 
One of the realities of a manufacturing company is that your sales cycle is different from a cut-and-dried model. You won’t have fixed pricing for all customers. For a manufacturing company, it is common to manage a massive product catalog, many options of customization, and different quotations for each customer. That’s where using Salesforce CPQ …
by Kriti Sharma