8 Things You Must Do Before You Implement CRM

Thinking of turning customer savvy and getting a CRM for your organization? Good! But have you done your homework? Do you know which CRM suits your business to the tee? Are your employees ready for this change? Do you know what you seek from your CRM? Organizations have been managing their customers through custom developed applications and trackers for a while. It’s only since the turn of this century that the use of a dedicated CRM application or software has been in vogue. Often,...

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Sales Path: Re-inventing the Sales Wheel

The world is moving at a breakneck speed. Everybody needs everything done yesterday and the sales reps feel the pressure more than the rest of us! Sales cycles need to be shorter and quicker, resulting in faster closure of deals. This is where Salesforce comes to their rescue. Salesforce empowers sales reps to rapidly increase their sales with various consumer-inspired mobile sales apps delivered on the Salesforce1 Platform, one of which is Sales Path. What is Sales Path? In a...

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10 Things to Look Forward to in Dreamforce 2015

It’s that time of the year again, those 4 magical days when we forget the rest of the world and immerse ourselves in all things Salesforce! Yes, I am talking about Dreamforce! Dreamforce 2015 is round the corner (September 15-18, 2015) and it is bigger and better than ever before! Here’s a list of 10 most awesome things to look forward to this Dreamforce. 1. Information…Information…Information Aligned to the mantra of ‘Inspiration…Imagination…Innovation…’ what better place to...

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Dynamic Reporting via Reporting API

A couple of weeks ago, I was in a huge dilemma. I had to showcase a dashboard with multiple reports spanning across Cases, Contacts and Accounts on my portal landing page, each one with a different dashboard component. Additionally, the displayed reports should only contain the graphical part and exclude all the other irrelevant details. Since this facility is not available in Salesforce, like most developers, I instantly thought of using 'iframes' in my Visualforce page. But alas, that...

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