Author Archives : Mohammad Usman

Things You Should Update About Pardot to Optimize Business

On September 29, 2020, Posted by , In 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 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 Salesforce

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…

Social Customer Service in Salesforce

On July 3, 2020, Posted by , In Salesforce

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…

Learn How to Integrate Salesforce and Outlook within Few Simple Steps

On June 19, 2020, Posted by , In Salesforce

A powerful tool for managing your sales pipeline and keeping track of customer interactions is Salesforce to Office 365 Integration. You can easily access your crucial information from anywhere using the Salesforce Outlook Sync feature. You’ll learn how to use the data in both applications and how to set up…

Field Service Lightning in Salesforce

On June 10, 2020, Posted by , In Salesforce

Ever try herding cats? It?s very similar to trying to run a mobile workforce without a field service management system. You?ll find field service management helpful in numerous industries, particularly those that employ mobile workers or contractors. That includes public utilities and transportation, vending machine services, telecommunications, waste management, financial…

Automate Case Management in Salesforce Service Cloud

On June 1, 2020, Posted by , In Salesforce

Suppose there are many cases to solve in an organisation, but priority in some cases are higher on another. Imagine clicking a couple of buttons to make sure the case management procedures just happen. Instead of hoping that someone can forward an important case to the right person (manager) by…

Order and Contract Management in Salesforce Service Cloud

On May 29, 2020, Posted by , In Salesforce

Service representatives should always be empowered to assist their customers in maintaining orders and contracts in every possible way. It means that they must have complete visibility into orders, contracts and customer activity, and systems that enable them to place orders on behalf of customers, and make shipping and delivery…

Asset Management in Salesforce Service Cloud

On May 27, 2020, Posted by , In Salesforce

Nowadays Organizations are more focused on the best services that must be delivered to the customers. Hence organizations are investing more to build strong service set up to solve the query of customers related to any products. Organizations are setting up strong service networks to optimize the productivity of their…

Salesforce Service Cloud Case Management

On May 16, 2020, Posted by , In Salesforce

Your customers need your help. Complaints, issues, comments, and questions are common, but when your customers have problems with your product or service, your company runs the risk of losing customers or damaging your product. The best way to keep this from happening is to track and fix the concerns…