Salesforce

Working in Teams within SalesforceIf you work with customer data, there’s a vast network of information, security and organization that you need to keep track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor. Combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at collaboration. Ensure everyone who works on any given opportunity pools all communication and resources into dedicated Teams Shared Channels.Structure vs. CommunicationSalesforce is…

Data Security ConcernsIf you work with customer data, there’s a vast network of information, security and organization that needs tobe kept track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor and how to combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at one of the most important topics when it comes to CRM and data in general: Security. Ensuring data is only kept where…

Keeping in Touch With Your CommunityIf you work with customer data, there’s a vast network of information, security and organization you need to keep track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor. Is it possible to combine these two into one fully established entity to create the best of both world?In today’s blog, we’ll take a closer look at the lifeblood for a lot of companies: Their communities and, by extension, the tools necessary to interact with…