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CRM

Get a Complete View of Salesforce Data with MongoDB

Teri will show you how you can incorporate Salesforce (relational data) into a MongoDB collection (non-relational data) to give your customers a unified customer experience. The webinar will focus on the piece of the puzzle where we read Salesforce data and format it into the shape needed to go into a Mongo collection (a collection is the term MongoDB uses for a data set like a table in a relational database). We’re showcasing the ability to go back and forth from NoSQL to SQL for a unified customer experience.

Create a Salesforce ETL Pipeline in 30 Minutes

Salesforce is one of the world’s most popular CRM (customer relationship management) software platforms, helping businesses of all sizes and industries beat their competitors and better serve their clients. But instead of keeping your Salesforce data inside the CRM platform itself, you can make better use of this information by moving it into a target data warehouse.

What Does Customer 360 Mean?

Collecting and analyzing data on your customers’ preferences and behavior is one of the best ways to improve your products and customer service. As your business grows, you need enterprise-class customer relationship management (CRM) software that can store and manage all of your customer data. Salesforce is a software as a service (SaaS) company that provides the Salesforce CRM software to more than 100,000 organizations worldwide.

6 Tips for Configuring an ETL Solution in Salesforce

Salesforce is the world's #1 CRM (customer relationship management) platform. The service provides access to valuable data by logging and collecting customer interactions, regardless of the channel in which they take place. Whether it gets the information from phone calls, website transactions, or social media posts, Salesforce delivers customer data in real-time so business owners can gain essential insights.

Scoping for Dynamics 365 - Gill Walker, CRM Success Catalyst | Testhouse Discussion - Part 2

Scoping for Dynamics 365 - Gill Walker, CRM Success Catalyst | Testhouse Discussion - Part #2 Dynamics 365 projects can be complicated and so you need to include key aspects in your project planning. Gill Walker, CRM Success Catalyst, explains how key aspects such as scoping is so important, the people you need on your CRM bus and how to ensure that you include all the necessary education.

Dynamics 365 Success - Peter Thompson, Transformational Leader | Testhouse Discussion - Part 3

Aspects critical to Dynamics 365 implementation success - Peter Thompson | Testhouse Roundtable Discussion - Part #3 As you go through the testing life cycle, people will be looking at you to be the expert. Not just the expert in testing but the expert in the system. So, build the best multifunctional team that supports the end-user, the development team, business analyst and yourselves. Listen to Peter Thompson, the Transformational Leader, speak on aspects that are critical to a successful Dynamics 365 implementation.