The Role of Business Intelligence in a CRM

There is some discussion between the use of business intelligence tools and CRMs and which ones a company should choose. Although these solutions have data processing at their core and may have somewhat similar functions; the truth is that their objectives and potentialities differ greatly.

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Creating reports in Salesforce-header

Creating reports in Salesforce: most important aspects

In your business, many questions will arise, and the number of reports requested will not wait. In this article, we will show you some basic aspects that can guide you in this world of Salesforce reports and dashboards, as well as some limitations that you may face.

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What does a Salesforce admin do and why do you need one?

Have you heard of Salesforce admins? They are considered superheroes and close associates of business leaders because they have deep knowledge about the management and administration of a Salesforce organization. In this article, you will be surprised to learn about all the skills and response capabilities they have.

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Salesforce 101 The Ultimate Cheat Sheet

Salesforce 101: The Ultimate Cheat Sheet (Part 2)

In the first part of this cheat sheet, we showed you what Salesforce CRM is, the solutions it offers, its editions, and its licenses. In this second part, we go a little deeper. We will see what we can do depending on permissions, profiles and roles. In addition, we will navigate within the platform exploring some options and daily activities.

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7 Key Benefits of Business Intelligence

Today, the amount of raw data in organizations is expanding exponentially and many businesses have turned to business intelligence solutions. Here we will show you the benefits you will get from using this powerful tool in your business and how it can help you make better strategic decisions.

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The Complete Guide to Salesforce User Adoption

If you’ve already implemented Salesforce, now is the time to reap the first fruits. Think about the key users who use Salesforce in your organization and ask yourself, have they signed in recently? Is Salesforce making your job easier? If the answer is no, it is time to improve things and here we tell you how.

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8 Tips when following Salesforce troubleshooting process

Working as a Salesforce admin, dealing with issues happening to any of your customers is part of the daily work. We share 8 tips which we have found to be very useful while going through each step, after having more than 6 years of experience providing Salesforce support services.

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Salesforce ecosystem, a successful philosophy

What is the Salesforce Ecosystem? Why does the interaction between customers, partners, developers, and the application market result in a successful strategy? Throughout this article, we will take you into this wonderful ecosystem and how it works.

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