Learn How to Integrate Salesforce and Outlook within Few Simple Steps

On June 19, 2020, Posted by , In Integration

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…

Build Your Team in Field Service Lightning

On June 15, 2020, Posted by , In Service cloud

Create a Service Territory Service forums help you organize your employees. They usually represent areas where your teams work, such as Los Angeles. They can also be functional areas, such as field sales and field service. So, for example, you can assign a Los Angeles home expert in the Los…

Field Service Lightning in Salesforce

On June 10, 2020, Posted by , In Service cloud

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 Service cloud

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…

How does Cloud Computing change the traditional way in the current scenario?

On May 30, 2020, Posted by , In Other

Introduction The nature and tendency of humans is inquisitive, previously most people were concerned about how to obtain computers in their offices, schools and homes. The main reason behind that was in order to get close to the world and communicate and exchange data via these devices. But today people…

Order and Contract Management in Salesforce Service Cloud

On May 29, 2020, Posted by , In Service cloud

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 Service cloud

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…

Channels for Customer Engagement in Case Management

On May 26, 2020, Posted by , In Service cloud

As stated in the Service Cloud, the first step is to deliver exceptional customer service by giving your customers the choice of how they interact with your company. The various ways your customers can contact your business are called networks, and they can connect to anything as changing as video…

Salesforce Service Cloud Case Management

On May 16, 2020, Posted by , In Service cloud

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…

Territory Management in Salesforce Sales Cloud

On May 15, 2020, Posted by , In Sales cloud

Most of the persons among us who are technical savvy use some kind of CRM (Customer Relationship Management) system to manage daily activities such as sales, sales forecasts, regression with different data of the customer, and territory management in regard to the geographical location of the customer or consumer, etc….