Here are some of the tips to get best out of Dreamforce. Dreamforce is one of the most attended events in IT industry. Dreamforce offers the right mixture of learning as well as fun.
In this post we will be presenting some of the tips that will help you – best utilize the four amazing days of Dreamforce. [Read more…]
Dreamforce is 8 days away! Wow! Just 8 more days and fun begins. If you are a first time Dreamforce visitor you will be (or may already be) overwhelmed by the shear volume of information, sessions, people, activities and more. Even in my first Dreamforce – which was one fourth of what it is this year – I was lost. Based on my experience in previous years of Dreamforce, I have compiled a list of 7 must do, must see items in this years Dreamforce – 2017. [Read more…]
Salesforce.com Projects can fail! Yes, irrespective of whether, they are small simple projects or large complex Salesforce CRM projects – they can fail if precautionary measures are not taken before and during implementation. Invariably we blame system (i.e. Salesforce.com) and not how it was implemented. It is surprising, that despite Salesforce.com being such a flexible and exhaustive tool – we hear stories of Salesforce projects not being successful.
At Dhruvsoft we had privilage of working with several clients, where we not only helped them nail the reasons for failure of their Salesforce.com projects; we also helped them turn around. Based on our experience with such projects, in this post we have identified Top 5 reasons for failure of Salesforce.com Projects. [Read more…]
Salesforce.com has unveiled its offering in Artificial Intelligence (AI) space – Salesforce Einstein. With Salesforce.com Einstein – Salesforce adds remarkable AI features to its flagship products – Sales Cloud, Service Cloud and Marketing Cloud. The best part is Salesforce Einstein can be used by anyone in the organization as platform is customizable using both code or clicks.
In a world of interconnected things  – PCs, Mobiles, cars, refrigerators, aircraft engines – Salesforce.com offered Internet of Things (IoT) Cloud in last year’s Dreamforce. With IoT resulting in vast amount of data – Artificial Intelligence (AI) is the natural extension of Salesforce platform. [Read more…]
If your company is planning to use Zoho CRM for Call Center you can consider the Computer Telephony Integration (CTI) with Zoho CRM. In this post we are discussing a case of Zoho CRM CTI integration with Elastix Server and Synway Gateway.
CTI is desktop based functionality that helps the users to interact with customers more efficiently by integrating telephony with software. Zoho phonebridge in Zoho CRM is used to integrate telephones with computer. [Read more…]
If you are a salesperson using Zoho CRM – here are five ways to achieve success with Zoho CRM. Salesperson in every organisation have certain challenges in their daily work.The organizations prefer to use Zoho CRM (A cloud based application) to solve the challenges faced by the salesperson. Zoho CRM helps the Salesperson to concentrate on closing the deal by increasing their productivity rather than involving the salesperson in time consuming activities.
Here are our top 5 picks for end users to achieve success with Zoho CRM: [Read more…]
The New Features of Service Cloud in Salesforce.com Summer 16 include the enancements in Field Service, Console Changes, Social Customer services and some other minor changes. Salesforce.com is now releasing most of the new improvements in Lightning version only and hence most of the new features are released only in Lightning.
Here are some of the major changes to Service Cloud in Salesforce.com Summer 16 release:
Field service was released in previous version. Now additional features have been released for Field Service:
The New Features of Sales Cloud in Salesforce.com Summer 16 are mostly related to Lightning. Salesforce.com is now releasing new improvements in Lightning version only. Here are some of the major changes to Sales Cloud in Salesforce.com Summer 16 release:
Salesforce has come down to three editions – Professional, Enterprise and Unlimited. With this change more features like Offline Connect, Contracts, Console and Limited Functionality of Entitlements is available with Professional Edition. Knowledge and Live Agent are now part of Unlimited Edition of Service Cloud. [Read more…]
Zoho CRM is one of the popularCustomer Relationship Management (CRM) tool for small business. Worldwide many SMBs use Zoho CRM to manage their customer facing processes. This article explores some of the best practices for effectively using Zoho CRM.
Zoho CRM enables organizations manage their Prospects/Customers/Contacts in one place while helping them in tracking their Sales Pipeline and Forecasting. The users can track their Marketing Campaigns to evaluate the RoI of marketing efforts. The module related to Customer Support helps in Case and Solutions Management. For more detailed Customer support Zoho also has helpdesk and support softwares. Zoho CRm also helps users in Inventory Tracking and Supplier management.
Have you encountered the requirement where you want to assign all Even numbered records to one person and all Odd records to another? Here is a simple solution using the workflow rules that can help. You can use this on custom objects or even on objects that do not have Assignment rules. The requirement can also mean assigning the alternate records to two persons. This is similar to Round Robin assignment to two persons using workflow rules.
Lets define the requirement as:
Assign all records of an object that are of even number to “Joe” and odd number records to “Mary”. The odd or even number can come from a custom field “Record Number”.
