In this insightful video, Jonathan Edwards, esteemed IT Architect at Virginia City Public Schools (VCPS), unveils the remarkable journey of technological advancement within the school system. Join him as he delves into the key initiatives that have propelled VCPS to new heights: They automated their IT ticketing system and improved data management. Ensured regular updates […]
Best Practices on Securing Data When Replicating Salesforce to your Database
All companies today have the critical responsibility of managing and maintaining data. Whether it’s the personal information of employees or the confidential operations of the business, it is important to not only secure this data but to gain the insights on what can be improved. With SaaS applications like Salesforce, it is much easier for […]
Why Analyzing Sales Data Is Important for Businesses
High-performing sales teams use data as the foundation for their success. Whether looking to increase sales, maximize profit, grow the sales team or beat the competition, Sales leaders have more than enough data readily available in their customer relationship management (CRM), and/or enterprise resource planning (ERP) systems. Many companies implement a CRM system and push […]
Automation in Sales Process
Sales Process Sale is a complicated profession with many competing tasks that distract from revenue-generating activities. A new study of more than 720 reps shows that today’s salespeople are spending the majority of their time on activities other than sales. Nearly two-thirds (64.8%) of reps’ time, on average, is spent in non-revenue-generating activities, leaving only 35.2% for […]
Integrating Customer Intelligence with your CRM
Do you know how your application is used by your Customers?Can you predict if a prospect will make a purchase?Can you identify if your Customer will renew your subscription? These are some of the common challenges facing every organization. So what is Customer Intelligence? Customer Intelligence (CI) is the process of gathering and analyzing information […]
Accounting Integration for ServiceMax
Integrate Servicemax? Definitely we can! ServiceMax is a leading provider of field service management solutions through its field service management tool built on top of Salesforce. It offers on-demand solutions that automate operational planning such as workforce optimization, advanced scheduling and dispatch, parts logistics, inventory and depot repair, and installed base entitlements.
Analytics Best Practice: Order-to-Cash Performance & more KPI’s
I am often asked as to what are the relevant reports or metrics we need to track while integrating between the Order-to-Cash process. Here is a list of reports that you will find useful while thinking through your business integration needs – mainly between CRM or eCommerce applications like Salesforce.com and Accounting systems like QuickBooks, […]
Popular Field Service Management Apps
Many businesses are constantly on the go, and thanks to technological advancements, remaining connected and up to date is much easier. Field service management (FSM) applications have greatly benefited such workforces. FSM software refers to a cloud-based system which allows companies to oversee vast sets of resources. This can range from delivery dispatch and scheduling […]
Benefits of Automating ERP System
A true Enterprise Resource Planning (ERP) system is the one that uses both external and internal information relevant to the organization within a comprehensive solution. Through the incorporation of practical systems used by organizations, an ERP solution manages the commercial functions of the businesses. These functions include planning, materials management, manufacturing, purchasing, accounting, finance, human […]
EAI or ETL: When you should choose one over the other
As part of our quarterly review process of all the FAQs, we have decided to touch upon the most frequently talked about subject, ETL vs EAI. In this article, we look to address some of the pain points involved in the decision-making process between the two, what they mean to your Business and when you […]
