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Blogs

Web-to-Case and Assignment Automation

On October 29, 2020, Posted by , In Salesforce,Service cloud

Customers feel easy in raising support requests related to any product or query directly from the company’s website. Web to Case helps customers in doing so and in return helps the support team to respond to customers faster, hence improving the support team’s productivity.   Web To Case is a way…

Basics of Salesforce CPQ

On October 20, 2020, Posted by , In Salesforce

CPQ (Configure, Price and Quote) acts as an extension to customer relationship management platforms (CRM). Previously representatives (reps.) used legacy quote configurators, and also used to do  manual tasks of reviewing quotes, or seemed to have an adopted habit of sending inaccurate quotes to prospects. All these activities create confusion…

How to Configure CPQ Order Generation process?

On October 15, 2020, Posted by , In Salesforce

Get Started with Salesforce CPQ Order Generation Sales Operations teams (Sales Ops) track commitments to their customers on the basis of Order (that includes products associated). Products that have been demanded are grouped together with the help of Order objects. For creating this you should maintain the high-level things that…

Improve Content Delivery Speed with Salesforce Edge

On October 9, 2020, Posted by , In Salesforce

What is Salesforce Edge Network ? Salesforce Edge Network provides an enhanced level of user experience, consistent delivery of quality content, and improved time for downloading for users across the globe.  It is performing this by simply redirecting the requests that you made to the closest Salesforce location where Salesforce…

Prospect Scoring and Grading in Pardot

On October 5, 2020, Posted by , In Marketing cloud,Salesforce

The process involved in sorting leads is one of the most time-consuming tasks for marketing departments and subsequently passing wrong leads to sales reps. not only wastes their precious time but also it may impact relationships between your sales and marketing departments.  But Pardot Grading and Scoring capabilities to leads…

Things You Should Update About Pardot to Optimize Business

On September 29, 2020, Posted by , In Marketing cloud,Salesforce

Pardot is the choice for Salesforce customers who are looking for a B2B Marketing Automation tool. Due to integration with Salesforce core objects, and its reasonable price point makes it accessible to many organizations, and is appealing to new users as an intuitive tool with a minimal learning curve. From…

How to Integrate Shopify and Salesforce

On September 17, 2020, Posted by , In Integration,Salesforce

Organizations need to take e-Commerce platforms to a new height. That’s why moving forward to integrate Shopify and Salesforce.With the help of Salesforce, dealing with unlimited data of e-Commerce became much easier than ever before. Admin will be able to synchronize Customers, Collections, Products, and orders into Salesforce CRM that…

Tips for Salesforce Einstein Bot Configuration !

On September 5, 2020, Posted by , In Einstein,Salesforce,Service cloud

Einstein Bots are part of Service Cloud. They are designed to augment your human call center agents. This enables customers to quickly and accurately interact with agents without waiting for a human agent to become available. Bots provide a chat-based interface to customers which means that they can send messages, ask…

Salesforce Single Sign On

On August 24, 2020, Posted by , In Salesforce

In today’s scenario, an organization has a different number of systems, applications  and resources that are to be accessed by every user. In order to access all resources, applications and services, users must have to login to the application with their username and password separately and If they have to…

Social Customer Service in Salesforce

On July 3, 2020, Posted by , In Service cloud

Now turn your social network posts into cases or leads with Salesforce Social Customer Service. Agents can reply to social network posts right from the Service Console and also higher authority of the organization can join the customer conversations that are happening with service agents from a single platform i.e…