How Predictive Analytics Improves Customer Experience


How Predictive Analytics to Improve Customer Experience

Customer experiences can determine if businesses will succeed or fail. In striving to provide successful experiences, businesses tend to focus on the importance of collecting data.

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Making Better Use of CRM Data


Having a good knowledge of CRM data enables businesses to develop better, more precise marketing strategies that target specific customer needs, increase sales and improve customer service. But gaining these deeper

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Lead Enrichment for Better CRM Database Maintenance


World information technology

Simply put, lead enrichment is a process that goes beyond regular CRM database maintenance – it is a smarter way to score leads based on explicit data, allowing sales and marketing teams to quickly segment and prioritize key

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How Wealth Advisors can Manage Client Data with CRM


Managing-Referrals-Salesforce

Managing client data with Wealth Management CRM is an essential operation that can help alleviate the burden of time consuming tasks, allowing for more opportunities to further develop the firm’s most

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Salesforce Tip: Microsoft Excel tool that makes data clean-up easier

A Salesforce data import or data update can be a tricky task — regardless of whether you do it yourself or hire a consultant. Especially when you have a spreadsheet full of data where it’s in ALL CAPS or lowercase. Usually that means a sizeable clean up project.

When a client sends us an Excel spreadsheet and the casing is not what we would consider clean, we have been using a handy Excel Add-In tool called “Change Case Excel”. Simply install this tool and it allows you to change the case of the selected cells. Here are the change case options:

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Data Migration for Salesforce


Data Migration for Salesforce

CRM Data Migration isn’t always easy. Sometimes it can be a bit like going down a rabbit hole… you never quite know what you’re getting into until you’re in it.

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Secrets of Successful CRM Implementation


CRM Consulting and Implementation

CRM has become a widely accepted business application. And although it’s a common tool, there still seems to be much mystery around how to best implement it.

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Planning Your CRM Database Migration from the Get-Go


Advantages-Cloud-CRM

Almost one year ago to the day, we published a blog about preparing your business for a CRM database migration. Though the best practices for migrating data across systems hasn’t really changed, your CRM database most likely has changed, in some form or fashion.

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Salesforce Security: How Identity Confirmation Activations Help You


Internet Banking Security Code delivered by SMS

Are you concerned that a mobile device will be the end to your Salesforce data? You can stop worrying… Identity Confirmation Activations have you covered. Identity confirmation is used to verify the identities of users coming from unknown devices and gives you an extra layer

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Can Big Data be Successfully Leveraged by Small Business? Turn your numbers into a tool.


data-overloaded

For some reason when I hear the term big data, the show “Hoarders” instantly comes to mind. But, we’re not talking about houses or apartments full of stuff. We are talking about the critical information we collect about our

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Importing & Exporting Data to Salesforce doesn’t need to be difficult

If you’re a Salesforce power user or a System Administrator, you’ve likely found yourself in the position of having to import or export data at one time or another. Whether you’re importing new marketing leads, exporting data for advanced reporting or updating account and contact information, it doesn’t need to be difficult. The Jitterbit Data Loader for Salesforce provides an easy and functional tool for doing just this… and it’s FREE (Who doesn’t love free?!).

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CRM Best Practices: Preparing Data for Migration


CRM-Best-Practices

Whether you are implementing a new CRM system, migrating from one to another or even doing a data integration project, special consideration should be give to your data. The importance of good data quality should not be underestimated since poor or incomplete data can lead to a low acceptance of the CRM application.

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