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CRM

The Ultimate Salesforce Developers Guide

Salesforce enables companies of all sizes to build amazing app experiences that drive stronger customer relationships. Heroku makes it easy to deliver engaging apps on the public cloud that integrate customer data. Heroku Connect is an easy way to keep your Salesforce data up-to-date with practically unlimited scaling, containers, and support for various application frameworks.

Transforming Customer Data for Salesforce

CRM (customer relationship management) software is the lifeblood of any modern B2C company. By monitoring and storing all of your interactions with prospects and customers—from their first visit to your website to their most recent purchase—CRM software makes it dramatically easier to segment your customer base, identify hidden trends in the data, make smarter predictions, and forecasts, and much more.

Ensuring a successful migration from Microsoft Dynamics AX to Dynamics 365 | Microsoft | Testhouse

Microsoft Dynamics AX remains as one of the worlds most popular ERP solutions and remains a core part of many organisations. But Dynamics AX is quickly coming to its support end date. Microsoft have transformed their CRM & ERP suite into Dynamics 365 (D365) due to constantly changing business requirements across multiple industries.Microsoft has adopted One Version, putting a stop to big-bang upgrades and replacing them with smaller, more iterative updates.

SFDC Integrations

Do you need to integrate your Salesforce data into other systems? SFDC Integrations can offer your company a reliable, secure data infrastructure to transfer SFDC data into other systems. Data integration is a key component for any business that wants to get ahead and stay competitive in today's marketplace. That's why so many companies have used ETL tools like SFDC integrations software from Xplenty. Integrating with SFDC has never been easier than it is now.

CDC in Salesforce and How to Export Attachments

Salesforce is one of the most popular customer relationship management (CRM) solutions. A lot of companies use it for every aspect of their business. In fact, Salesforce bills itself as a Customer 360 platform. If you’re familiar with Salesforce, you know there are a lot of tools. The right choices allow you to get the most actionable use of the wealth of data from the platform. We’ve talked before about how to create a Salesforce ETL pipeline.

Demystifying a Heroku Salesforce Connector

There's been some mystery associated with the Heroku Salesforce connect that links the Salesforce CRM with the Heroku Postgres database service. This connection is an add-on called Heroku Connect that enables multiple processes and transfers with no coding required and simple point and click executions. Heroku Connect offers bi-directional data synchronization while also creating secure data transfers. This connector also allows a user the freedom to customize and streamline their data transfer processes.

SFTP to Salesforce - Guide to a Secure Integration

Organizations have numerous departments and employees of all skill sets using the same CRM. When it comes to Salesforce, transferring data and files from an external location can be complicated, especially when dealing with confidential information. A great solution to securing the data transfer is to use an SFTP. Here is a step-by-step guide on how to integrate your systems from SFTP to Salesforce.

Why Yellowfin built our own CRM analytics solution

Like most organizations, Yellowfin has a CRM tool. The data in your CRM should be able to help you understand how you’re selling and how you win. But everyone I speak to is frustrated by the analytics they get from their CRM. We realized very quickly that the reporting in our CRM tool wasn't meeting our needs, so we built our own solution.

Pushing Data from a Data Warehouse to Salesforce

Salesforce is the world’s leading CRM (customer relationship management) software, with a 20 percent market share. The Salesforce CRM software is chock-full of features for business intelligence (BI) and analytics so that you can capture hidden insights and make smarter, data-driven decisions. The traditional ETL (extract, transform, load) process extracts data from one or more sources and then deposits it into a centralized data repository.