Salesforce Automation face-off: Process Builder versus Workflow

By Nitin Dangwal / December 10, 2018

Puzzled about using Salesforce Worfklows vs newer Process Builders? Read this informative post to learn differences between these automation options and understand associated design recommendations.

April 28, 2020
Salesforce Automation face-off: Process Builder versus Workflow

Puzzled about using Salesforce Worfklows vs newer Process Builders? Read this informative post to learn differences between these automation options and understand associated design recommendations.


Uncover actionable insights in your business with Einstein analytics

By Neeraj Maurya / November 28, 2018

Since years, Salesforce users have leveraged operational reports and dashboards to analyze their data, track performances, and communicate results. And with the amount of data growing exponentially every second, exploring data manually has become a bigger challenge, and with it, analytics became important than ever before. Because of gazillions amount data, it has become impossible…

April 28, 2020
Uncover actionable insights in your business with Einstein analytics

Since years, Salesforce users have leveraged operational reports and dashboards to analyze their data, track performances, and communicate results. And with the amount of data growing exponentially every second, exploring data manually has become a bigger challenge, and with it, analytics became important than ever before. Because of gazillions amount data, it has become impossible…


Microsoft Powers Dynamics 365 with AI

By Neeraj Maurya / October 31, 2018

Microsoft has launched a set of AI features for Dynamics 365 Customer Services software in a bid to compete with the market leader Salesforce. The new Dynamics 365 AI features are a clear competition to Salesforce that has its own AI features for its services. Both the applications deliver out-of-the-box insights by unifying the data…

April 28, 2020
Microsoft Powers Dynamics 365 with AI

Microsoft has launched a set of AI features for Dynamics 365 Customer Services software in a bid to compete with the market leader Salesforce. The new Dynamics 365 AI features are a clear competition to Salesforce that has its own AI features for its services. Both the applications deliver out-of-the-box insights by unifying the data…


Salesforce instance: cleanup, before it is too late

By Anshul Verma / October 15, 2018

Want to keep your Salesforce instance fine-tuned and shining? Learn what are most common practices to your Salesforce instance in best shape.

April 28, 2020
Salesforce instance: cleanup, before it is too late

Want to keep your Salesforce instance fine-tuned and shining? Learn what are most common practices to your Salesforce instance in best shape.



An overview of Microsoft Dynamics 365 Business Central

By Neeraj Maurya / October 5, 2018

Get a 360 View of your Business with Microsoft Dynamics 365  Business Central Microsoft Dynamics 365 Business Central is a cloud-based, one-stop business management solution that enables the customers to upgrade from their entry-level accounting software to a single comprehensive solution to manage all the finances, sales, operations, and customer service. Helping the organization streamline their…

April 28, 2020
An overview of Microsoft Dynamics 365 Business Central

Get a 360 View of your Business with Microsoft Dynamics 365  Business Central Microsoft Dynamics 365 Business Central is a cloud-based, one-stop business management solution that enables the customers to upgrade from their entry-level accounting software to a single comprehensive solution to manage all the finances, sales, operations, and customer service. Helping the organization streamline their…


Dynamics 365 Business Central – What you need from an ERP System

By Neeraj Maurya / September 27, 2018

A savvy shopper who wants to buy a new car knows that add-ons are not on his priority list. He knows things like gas mileage, cost of the ownership and safety rating are the key features that he needs to consider before he goes broke on custom mud Flaps. Enterprise resource planning ERP software is…

April 28, 2020
Dynamics 365 Business Central – What you need from an ERP System

A savvy shopper who wants to buy a new car knows that add-ons are not on his priority list. He knows things like gas mileage, cost of the ownership and safety rating are the key features that he needs to consider before he goes broke on custom mud Flaps. Enterprise resource planning ERP software is…


Why adaptability is important for small business CRM

By Neeraj Maurya / September 18, 2018

When compared to large enterprises, it cannot be denied that small businesses tend to appear like the underdog. Obviously, they lack the resources and the capital that large enterprises possess. However, technology is a great equalizer, and small businesses can leverage that to their advantage. You see, small businesses don’t suffer from the “ailments” that…

April 28, 2020
Why adaptability is important for small business CRM

When compared to large enterprises, it cannot be denied that small businesses tend to appear like the underdog. Obviously, they lack the resources and the capital that large enterprises possess. However, technology is a great equalizer, and small businesses can leverage that to their advantage. You see, small businesses don’t suffer from the “ailments” that…


How CRM system can aid recruitment?

By Neeraj Maurya / August 30, 2018

The candidate of today has evolved significantly. No longer do they respond to straightforward recruitment. What they want is a consumer experience, and unfortunately, most recruiters are ill-equipped to handle that. There’s been plenty of talks involving the use of recruitment tools that make the hiring process easier. However, no matter how advanced a system…

April 28, 2020
How CRM system can aid recruitment?

The candidate of today has evolved significantly. No longer do they respond to straightforward recruitment. What they want is a consumer experience, and unfortunately, most recruiters are ill-equipped to handle that. There’s been plenty of talks involving the use of recruitment tools that make the hiring process easier. However, no matter how advanced a system…


Role of CRM in B2B Sales

By Neeraj Maurya / August 21, 2018

The term ‘sales funnel’ can be quite deceptive, whether used in the context of a business-to-business (B2B) or business-to-consumer (B2C) setup. You see, it creates the idea that businesses have access to a barrage of customers that will simply fall through the “funnel” and move on to the final sales stage. Needless to say, it…

April 28, 2020
Role of CRM in B2B Sales

The term ‘sales funnel’ can be quite deceptive, whether used in the context of a business-to-business (B2B) or business-to-consumer (B2C) setup. You see, it creates the idea that businesses have access to a barrage of customers that will simply fall through the “funnel” and move on to the final sales stage. Needless to say, it…