Businesses today run on digital systems. Sales teams use Salesforce to manage leads and opportunities. Finance and operations depend on ERP applications like NetSuite, SAP, or Oracle. Marketing teams use automation tools such as Pardot, HubSpot, and Marketing Cloud. HR teams rely on their own systems for employee management. Support teams work with platforms like ServiceNow or Zoho Desk.
[Read more…]Best practices for ensuring customer data is secure and compliant with regulations while using Salesforce
Customer service today is more than just resolving issues — it is a trust-building function. Every interaction, whether through chat, phone, email, or online portals, involves the exchange of personal details. Customers expect companies to keep this information protected, accurate, and confidential.
But at the same time, customer service teams must work fast. They must respond quickly, understand context, view previous interactions, and sometimes access sensitive records to give complete support. This creates a challenging environment:
