CRM

Here's everything you need to know to get ready for Salesforce's Summer '19 release.

Harvard's Corey Snow shares how he wants to use CRM to scale lifelong learning.

Discover why Salesforce has been named a healthcare CRM leader — for the second year in a row — by KLAS.

With the majority of hospitals and physicians now online with EHR, it’s time to integrate EHR systems with a CRM patient engagement platform.

A close look at your sales processes might reveal the pain your sales team goes through.

Learn how the Vimeo CRM team built a data warehouse and provide a holistic customer experience.

Duplicate records are a challenge faced by all companies on various levels and lead to bad data. As a success specialist, the first question I usually get from customers is, “How do I identify the existing duplicates in my system?” The second question is, “How do I clean up those existing

Today’s business users demand the same intelligent and predictive app experiences they are accustomed to in their personal lives. This has been part of the impetus for Salesforce Einstein, which brings advanced AI…

Though digital transformation has solved many document issues, eradicating risk hasn’t been a natural consequence of the migration to paperless. In fact, digital documents present many of the same risks as their predecessors,…

Salesforce Customer Relationship Management (CRM) software is, like standing desks and junkets to warm climates, popular with marketers. Salesforce’s Software as a Service (SaaS) platform offers companies an interface for case management and task management, allows customers the ability to track