Blog / CRM

5 Salesforce problems you should know before making a purchase

Any company that considers Salesforce the best CRM solution should be aware of Salesforce problems and drawbacks.

Pros and cons of using Files Connect for Salesforce integration with SharePoint

Find out whether Salesforce Files Connect is enough for your SharePoint integration project.

Salesforce Price Books: tips and useful approaches for effective sales

To make the most of Salesforce Price Books, companies should know various tips for effective Price Book management and apply them in practice.

How to customize your Salesforce Opportunity Stages in 4 easy steps

Using custom Salesforce opportunity stages, companies can increase their pipeline visibility and more accurately predict future revenue streams.

Salesforce-SharePoint integration – Do you need collaboration and document management outside Salesforce?

Explore collaboration and document management in Salesforce and find out how to enhance them with Salesforce to SharePoint integration.

Salesforce Health Cloud and its approach to patient acquisition

With the increased attention towards healthcare CRM systems, we are here to review their efficiency in terms of patient acquisition. This time, we focus on Salesforce Health Cloud and detect all its capabilities in attracting new patients to a healthcare organization.

How banks can boost cross-selling with predictive analytics

With banking analytics software, banks can predict customer behavior, anticipate future events, and gain new insights that improve cross-selling.

Microsoft Dynamics 365 vs. Salesforce – Which one is best for lead nurturing?

Check out a feature-by-feature comparison between Salesforce and Microsoft Dynamics 365 in terms of automating lead nurturing processes.

CRM for community banks: An absolute must-have or a waste of money?

Building a customer-focused strategy with banking CRM software, community banks can become more competitive and retain their market share.

How to create a single view of the customer with banking software

Banking software solutions for gathering customer data can help to build a customer-centric model across the organization.