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 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.
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.
If you are a Salesforce.com ISV vendor and have an app listed on Appexchange – the Salesforce.com app marketplace – you may be coming up with the new releases few times in a year. Are you maintaining release notes of the application properly? In the post we will be discussing the advantages of having the good release notes and how to prepare them.
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.
If you are in the process of setting up a new CRM consulting practice or business then this article has few takeaways for you. Having worked with some of the CRM consulting startups – helping them manage their non customer facing processes – we have come up with our recommendations for building an effective CRM consulting practice. We have helped many of our clients grow from a “Single person” consulting business and transform into a “Multi location, Multiple Consultant team” practice within a short period.
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.