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For organizations to streamline their operations, improve customer insights, and make better decisions, they need to migrate data between various CRM systems and other applications. Yet, the success of these undertakings crm data migration best practices often depends on whether data integrity remains intact throughout migration and beyond; in addition to their consistency and accuracy. […]
In today’s competitive business landscape, having an integrated view of your operations is crucial for informed decision-making and driving growth. Businesses prefer to use all-in-one ERP systems such as Microsoft Dynamics Business Central (BC) where they don’t have to purchase different modules for different teams such as Sales ,Finance or Inventory. We also see companies […]
Exploring the Dynamic of Data Warehousing and Salesforce Integration 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: Understanding Data Warehousing: A […]
The following Infographic explains the Marketing Automation and CRM Platforms Integration in visually simplest form. We would be delighted to discuss your use case and explore how DBSync can support your success. Please feel free to Schedule a meeting with us.
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 […]
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 […]
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 […]
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? Definitely we can! ServiceMax is a leading provider of field Technographic Dataservice 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. […]
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, […]
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