Dreamforce is 8 days away! Wow! Just 8 more days and fun begins. If you are a first time Dreamforce visitor you will be (or may already be) overwhelmed by the shear volume of information, sessions, people, activities and more. Even in my first Dreamforce – which was one fourth of what it is this year – I was lost. Based on my experience in previous years of Dreamforce, I have compiled a list of 7 must do, must see items in this years Dreamforce – 2017. [Read more…]
posted on October 28, 2017 by
Must Do – Must See at Dreamforce 2017
posted on August 14, 2017 by
Why you need CRM Implementation / Customization Services from a CRM consultant?
As a CRM customer you can use the CRM package without customizing it as most of the packages come with full out of box functionality. This out of box functionality may meet most of your needs – but you can achieve much more if you go for implementation and customization services from consultants.
In this article we discuss the few reasons why you should go for implementation/customization:
posted on January 17, 2017 by
Why Salesforce.com Projects Fail – Top 5 lessons
Salesforce.com Projects can fail! Yes, irrespective of whether, they are small simple projects or large complex Salesforce CRM projects – they can fail if precautionary measures are not taken before and during implementation. Invariably we blame system (i.e. Salesforce.com) and not how it was implemented. It is surprising, that despite Salesforce.com being such a flexible and exhaustive tool – we hear stories of Salesforce projects not being successful.
At Dhruvsoft we had privilage of working with several clients, where we not only helped them nail the reasons for failure of their Salesforce.com projects; we also helped them turn around. Based on our experience with such projects, in this post we have identified Top 5 reasons for failure of Salesforce.com Projects. [Read more…]
posted on September 20, 2016 by
Salesforce.com launches – Salesforce Einstein – Artificial Intelligence (AI) in the Cloud
Salesforce.com has unveiled its offering in Artificial Intelligence (AI) space – Salesforce Einstein. With Salesforce.com Einstein – Salesforce adds remarkable AI features to its flagship products – Sales Cloud, Service Cloud and Marketing Cloud. The best part is Salesforce Einstein can be used by anyone in the organization as platform is customizable using both code or clicks.
In a world of interconnected things  – PCs, Mobiles, cars, refrigerators, aircraft engines – Salesforce.com offered Internet of Things (IoT) Cloud in last year’s Dreamforce. With IoT resulting in vast amount of data – Artificial Intelligence (AI) is the natural extension of Salesforce platform. [Read more…]
posted on September 7, 2016 by
CTI Integration of Zoho CRM with Elastix
If your company is planning to use Zoho CRM for Call Center you can consider the Computer Telephony Integration (CTI) with Zoho CRM. In this post we are discussing a case of Zoho CRM CTI integration with Elastix Server and Synway Gateway.
CTI is desktop based functionality that helps the users to interact with customers more efficiently by integrating telephony with software. Zoho phonebridge in Zoho CRM is used to integrate telephones with computer. [Read more…]
posted on August 17, 2016 by
Zoho CRM for Sales – 5 ways to achieve success
If you are a salesperson using Zoho CRM – here are five ways to achieve success with Zoho CRM. Salesperson in every organisation have certain challenges in their daily work.The organizations prefer to use Zoho CRM (A cloud based application) to solve the challenges faced by the salesperson. Zoho CRM helps the Salesperson to concentrate on closing the deal by increasing their productivity rather than involving the salesperson in time consuming activities.
Here are our top 5 picks for end users to achieve success with Zoho CRM: [Read more…]
posted on June 11, 2016 by
Salesforce.com Summer 16 – Service Cloud New Features
The New Features of Service Cloud in Salesforce.com Summer 16 include the enancements in Field Service, Console Changes, Social Customer services and some other minor changes. Salesforce.com is now releasing most of the new improvements in Lightning version only and hence most of the new features are released only in Lightning.
Here are some of the major changes to Service Cloud in Salesforce.com Summer 16 release:
Field Service Enhancements
Field service was released in previous version. Now additional features have been released for Field Service:
- Knowledge articles can be added to Work Orders
- Field Service Lightning is now GA. In this a dynamic scheduling console with smart scheduling capability based on technician skill level, travel time, location, and other service factors can be made
- Milestones on Work Orders can be created which will help you link entitlements to work orders. (Available only in Lightning Experience)
- Work Order Hierarchy can be created
posted on June 9, 2016 by
Salesforce.com Summer 16 – Sales Cloud New Features
The New Features of Sales Cloud in Salesforce.com Summer 16 are mostly related to Lightning. Salesforce.com is now releasing new improvements in Lightning version only. Here are some of the major changes to Sales Cloud in Salesforce.com Summer 16 release:
Changes to Salesforce Editions
Salesforce has come down to three editions – Professional, Enterprise and Unlimited. With this change more features like Offline Connect, Contracts, Console and Limited Functionality of Entitlements is available with Professional Edition. Knowledge and Live Agent are now part of Unlimited Edition of Service Cloud. [Read more…]
posted on May 28, 2016 by
Force.com Enhancements in Salesforce.com Summer 16 Release
The release date of Salesforce.com Summer 16 Release is just few weeks away. In this post we are discussing about the key Force.com Enhancements in Salesforce.com Summer 16 Release. This is first article of the series in which we will be highlighting the enhancements coming up in Summer’16 in salesforce.com
Enhancements to Customization
Lightning App Builder
- With Lightning App Builder we can create and edit the Lightning Experience Pages. The administrators can add components while detail page can be added based on a standard page layout.
- One of the most awaited enhancement is that we can now customize the default home page and assign the custom pages to different profiles.
posted on May 17, 2016 by
How to prepare release notes for your Appexchange app?
If you are a Salesforce.com ISV vendor and have an app listed on Appexchange – the Salesforce.com app marketplace – you may be coming up with the new releases few times in a year. Are you maintaining release notes of the application properly? In the post we will be discussing the advantages of having the good release notes and how to prepare them.
Release notes for an Appexchange app may not be very different from any other app – however our focus is more on Force.com apps. We have seen many of the appexchange apps never maintaining the release notes properly. Their customers find it tough to figure out what is available in which release. Unfortunately Appexchange listing does not gives a provision to add release note. this leaves vendors to publish release notes elsewhere.
