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CRM

moesif

API Metrics You Should Add to Your CRM

Jan 3, 2025 By Abu Sakib In Moesif
Looking at the 2024 State of the API Report, it becomes clear that a strong API strategy guarantees better revenue and growth. No matter the exact nature of the framework you’ve adopted to drive success, a crucial chunk of it must consist of understanding the customers. However, the traditional CRM (customer relationship management) systems we see often lack the depth and precision to truly understand customer behavior and product usage.
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tricentis

Tricentis Testim Salesforce: Accelerate quality with no-code testing

Dec 18, 2024 By Scott Erlanger In Tricentis
As Salesforce expands its no-code capabilities, users transform into no-code developers as they create complex workflows using tools such as Lightning Web Pages and Salesforce Flow. As is the case with coded changes, these no-code changes impact and potentially introduce risk into critical processes. Thorough testing is needed to ensure changes align with business requirements and maintain system reliability.
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InsightSoftware

The Biggest Trends Dynamics Users Can Expect to See in 2025

Nov 25, 2024 By InsightSoftware In InsightSoftware
If the operating theme for finance teams in 2024 was “automate workflows and optimize costs to drive value,” then the operating theme for 2025 is shaping up to be, “stay the course.” While inflation did recede in 2024, it did so much more slowly than hoped, leading to fewer interest rate cuts than expected and slower economic growth than desired.
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integrate

Low-Code Data Integration for Enterprise Salesforce Architects

Nov 14, 2024 By Donal Tobin In Integrate
In large enterprises, Salesforce Architects play a critical role in ensuring data flows seamlessly into Salesforce from various sources. However, data integration in these complex environments can be challenging, particularly when technical tools like MuleSoft are already in place. While powerful, MuleSoft often requires heavy reliance on development teams, which slows down data projects and creates bottlenecks.
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integrate

A Comprehensive Guide on CRM Analytics for Data Analysts

Oct 25, 2024 By Donal Tobin In Integrate
In today’s data-driven world, understanding and leveraging customer data is essential for any business. CRM Analytics (CRMA), or Tableau CRM, is Salesforce's advanced analytics platform, enabling businesses to gain insights from their CRM data. It is designed for data analysts to dig deeper into customer data, generate actionable insights, and help drive business decisions.
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integrate

Exploring Salesforce Data Cloud: A Comprehensive Guide for Data Analysts

Oct 25, 2024 By Donal Tobin In Integrate
The Salesforce Data Cloud is a powerful tool that enables businesses to collect, unify, and analyze customer data from multiple sources in real time. As data analysts, the Salesforce Data Cloud provides numerous opportunities for deep insights, better decision-making, and delivering personalized customer experiences.
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Introducing Prepforce - Your Free Tool For Preparing & Loading File Data To Salesforce

Oct 8, 2024 By Integrate In Integrate
Prepforce is for when Data Loader and Dataloader.io are not enough but you're not yet ready for a full data integration platform like Integrate.io. Built by the Integrate.io team on top of their Integrate.io platform, leveraging their 10+ years of engineering and Salesforce expertise to deliver a clean and modern UI, cloud-based and scalable platform (that doesn't impact your computer's performance) with 220+ low-code data transformations for cleaning and preparing your data before loading your file data to Salesforce.
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Prepforce Overview & Training - Prepare & Load Your File Data To Salesforce

Oct 8, 2024 By Integrate In Integrate
This video goes through the main features and functionality of Prepforce. Prepforce is for when Data Loader and Dataloader.io are not enough but you're not yet ready for a full data integration platform like Integrate.io. Built by the Integrate.io team on top of their Integrate.io platform, leveraging their 10+ years of engineering and Salesforce expertise to deliver a clean and modern UI, cloud-based and scalable platform (that doesn't impact your computer's performance) with 220+ low-code data transformations for cleaning and preparing your data before loading your file data to Salesforce.
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databox

How to Improve Your CRM Data Management Based on Insights From 140+ Companies

Sep 13, 2024 By Databox In Databox
At Databox, we’re firm advocates for improving your business through data. But just having that data isn’t enough – you need to manage it well for it to serve you. Customer relationship management (CRM) software excels at capturing the data you need for your marketing and sales operations. But that data needs regular upkeep and careful analysis for you to use it effectively. If you don’t feel like you’re on top of your CRM data management, you aren’t alone.
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integrate

Connect Excel to Salesforce Using 4 Methods

Sep 13, 2024 By Donal Tobin In Integrate
Salesforce is a powerful customer relationship management (CRM) platform that holds a vast amount of business-critical data. However, many data analysts and business professionals rely on Excel for data manipulation, reporting, and analysis. The ability to seamlessly connect Excel to Salesforce is essential for companies who need to centralize their data from Excel and other data sources to Salesforce.
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