8 Considerations Before Implementing Salesforce
8 Considerations for Implementing Salesforce. Find out what’s important to include, account for, and manage during a Salesforce implementation and beyond.
CRM
Buyers Guide To Software Selection Infographic
Ultimately, educating yourself about the software selection process (ERP and CRM) is one of the best ways to mitigate the total rick of the project.
Salesforce and Dynamics CRM Magic Quadrant Leaders
Salesforce and Dynamics CRM Magic Quadrant Leaders. Both possess a best value to users. Finding the right CRM is locating the right tool for the right job.
Salesforce vs ACT by Sage
Salesforce vs ACT: As a top mid-market CRM consulting firm, we are very often asked to compare systems. Our response, the right tool for the right job
Dynamics CRM 2015 Update: Is It Right For You?
Dynamics CRM 2015 Update—is it right for your business? We discuss all the new features that Microsoft has developed within their powerful CRM.
Dynamics CRM Cross Solution Entity Changes
Tutorial – Cross Solution Entity Changes: Learn how to handle solution exports and imports on entities that have overlapping entity changes in Dynamics CRM
Dynamics CRM Custom Lookup Feature
Tutorial to add a Dynamics CRM custom lookup feature. This includes adding filter criteria, retrieving multiple records, looking for account GUIDs & more
Salesforce Development Compared To Dynamics CRM Development
A comprehensive article that compares Dynamics CRM and Salesforce development. We look at the development of custom objects, a kanban board, and much more.
Are CRM and ERP Software Full of Empty Promises?
The truth about CRM & ERP Software is that it isn’t designed to work for your business. It’s a flexible tool that must be molded. See how this is done…
Mapping Dynamics CRM To Sales Process | Why We Did It…
By mapping Dynamics CRM to our sales process we were able to see how tracking & information could help us sell faster, keep better data, & improve marketing
Visualforce Remote Objects HTML Encode | XSS Analysis
A common subject that seems to have popped up recently is the act of a Visualforce Remote Objects HTML Encode; an XXS analysis. Here’s how we went about it
Free CRM – What is Sugar CRM, Really?
Is SugarCRM a free CRM? What has it transformed in to, and what businesses is it the right fit for, and what businesses should avoid it all together?
Video: Accessing Epicor Inside Salesforce1 App
See video demo of a company accessing Epicor inside Salesforce1 mobile app. A use case of how one company used the ERP & CRM integration to increase sales.
Best CRM: Salesforce vs Dynamics CRM (Part IV) — Overview
Salesforce vs Microsoft Dynamics 365 CRM Part 4: Our final overview of both systems. Find out which is right for you.
Best CRM: Salesforce vs Dynamics (Part III) — MS Integration
Part 3 of our Salesforce vs Microsoft Dynamics 365 CRM breakdown. In this edition we look at how well both integrate with common office Microsoft products.