An overview of what is Account Teams in Salesforce

By Anshul Verma / May 18, 2020

What is Account Team? Account team is one of the key component of Account Management function within CRM. Account team allows users to have access to accounts and to be able to work together on a client/ prospect engagement. Where? Account teams is supported within Enterprise, Performance, Unlimited, and Developer editions and is available within…

May 20, 2020
An overview of what is Account Teams in Salesforce

What is Account Team? Account team is one of the key component of Account Management function within CRM. Account team allows users to have access to accounts and to be able to work together on a client/ prospect engagement. Where? Account teams is supported within Enterprise, Performance, Unlimited, and Developer editions and is available within…


7 reasons you need a Salesforce support and maintenance partner in 2020

By Nitin Dangwal / May 8, 2020

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides and they…

May 9, 2020
7 reasons you need a Salesforce support and maintenance partner in 2020

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides and they…


Google AppMaker is closing its doors: Welcome to Microsoft Power Platform

By Udit Handa / March 13, 2020

The End of the Google Appmaker is near  By next year, Google’s low-code platform app maker would be shut down because of dormancy and fewer users on it. The company publicized this on Monday. Come April 15, privileges to this business application builder (launched in 2016) will come to an end.  All applications built by the use of the low-code platform would…

April 28, 2020
Google AppMaker is closing its doors: Welcome to Microsoft Power Platform

The End of the Google Appmaker is near  By next year, Google’s low-code platform app maker would be shut down because of dormancy and fewer users on it. The company publicized this on Monday. Come April 15, privileges to this business application builder (launched in 2016) will come to an end.  All applications built by the use of the low-code platform would…


CRM vs MDM – the intro to enterprise data essentials

By Udit Handa / March 9, 2020

Confused about CRM and MDM software products, what you should pick, and how the two are interrelated? This article is for you then. First, the terminology. CRM stands for Customer Relationship Management and means a tool that lets track leads, customers, or sales, as well as introduce automation scenarios for data management and reporting. MDM…

April 28, 2020
CRM vs MDM – the intro to enterprise data essentials

Confused about CRM and MDM software products, what you should pick, and how the two are interrelated? This article is for you then. First, the terminology. CRM stands for Customer Relationship Management and means a tool that lets track leads, customers, or sales, as well as introduce automation scenarios for data management and reporting. MDM…


Top quote to cash software products to try in 2020

By Udit Handa / March 7, 2020

Quote to Cash (QTC) process is a sales jargon that describes every company’s dilemma. From the layman’s perception, selling a business should be extremely easy. Just get a product, get a customer, and get your money. However, experienced salespeople and business owners know better. The process of converting a product into cash is a heavily…

April 28, 2020
Top quote to cash software products to try in 2020

Quote to Cash (QTC) process is a sales jargon that describes every company’s dilemma. From the layman’s perception, selling a business should be extremely easy. Just get a product, get a customer, and get your money. However, experienced salespeople and business owners know better. The process of converting a product into cash is a heavily…


Salesforce for non-profits: features, benefits, getting started

By Nitin Dangwal / March 3, 2020

Salesforce is an amazing platform designed to help organize processes in any entity. First and foremost, Salesforce is known as a CRM platform, that is, a customer relationship management platform. Even though nonprofit organizations do not have customers in a conventional sense, Salesforce is still an essential tool that can help manage operations, streamline processes,…

April 28, 2020
Salesforce for non-profits: features, benefits, getting started

Salesforce is an amazing platform designed to help organize processes in any entity. First and foremost, Salesforce is known as a CRM platform, that is, a customer relationship management platform. Even though nonprofit organizations do not have customers in a conventional sense, Salesforce is still an essential tool that can help manage operations, streamline processes,…


Best CRM products for service industry compared

By Udit Handa / February 27, 2020

CRM software is the latest technology for business and enterprise to improve themselves on numerous levels. Small and medium businesses can even take advantage of the tools and features available on the CRM core to enhance the quality of service provided. Business owners can also leverage online platforms and email services to create efficient relations…

April 28, 2020
Best CRM products for service industry compared

CRM software is the latest technology for business and enterprise to improve themselves on numerous levels. Small and medium businesses can even take advantage of the tools and features available on the CRM core to enhance the quality of service provided. Business owners can also leverage online platforms and email services to create efficient relations…


Quoting & upsells in CPQ model overview

By Udit Handa / February 21, 2020

A salesman is successful once he can consistently make sales. Getting a customer is the aim of every pitch, call, dress, and move. The better a salesperson becomes, the more accessible and more efficient he is at making potential customers accept products at the quoted price. There is a tendency for salespeople to become too…

April 28, 2020
Quoting & upsells in CPQ model overview

A salesman is successful once he can consistently make sales. Getting a customer is the aim of every pitch, call, dress, and move. The better a salesperson becomes, the more accessible and more efficient he is at making potential customers accept products at the quoted price. There is a tendency for salespeople to become too…


Top 10 CRM products to consider in 2020

By Udit Handa / February 19, 2020

Technology is one of the most exciting sectors in the economy. We are fortunate to be alive at this time. Experts continue to report that the rate of growth of human technology continues to increase, meaning our technology itself is growing at an unprecedented geometric rate. With every passing year, what used to be considered…

April 28, 2020
Top 10 CRM products to consider in 2020

Technology is one of the most exciting sectors in the economy. We are fortunate to be alive at this time. Experts continue to report that the rate of growth of human technology continues to increase, meaning our technology itself is growing at an unprecedented geometric rate. With every passing year, what used to be considered…


Dynamics 365 CPQ integration vs Salesforce CPQ – which one’s right for you?

By Abhishek Singh / February 12, 2020

The process of attracting a customer and effecting sales is highly dependent on the system and strategy employed by the salesperson or company. Successful salesmen and businesses have discovered that efficiency and speed are essential for making a sale. Also, a business must be consistent in the standard and quality of service that it provides…

April 28, 2020
Dynamics 365 CPQ integration vs Salesforce CPQ – which one’s right for you?

The process of attracting a customer and effecting sales is highly dependent on the system and strategy employed by the salesperson or company. Successful salesmen and businesses have discovered that efficiency and speed are essential for making a sale. Also, a business must be consistent in the standard and quality of service that it provides…