Author Archives for Andy Yang

Key Features and Benefits of Salesforce Field Service

Key Features and Benefits of Salesforce Field Service

- October 15, 2024

Salesforce Field Service is a key application in the Salesforce platform that helps organizations modernize their field operations.   For companies...

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Breaking down the Benefits of Salesforce Field Service Management

Breaking down the Benefits of Salesforce Field Service Management

- July 18, 2024

Salesforce offers customers a platform to improve their field service operations and automate and optimize processes for their field services...

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Field Service Management Software Can Transform Your Field Operations

Field Service Management Software Can Transform Your Field Operations

- June 7, 2024

Field operations involve hard physical costs – trucks, fuel, parts, tools, labor.   Coupled with constraints such as customer access and...

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Common Customer Portal Functionality with Salesforce

Common Customer Portal Functionality with Salesforce

- December 18, 2023

Customers for B2B companies expect to be able to do self-service transactions at any time. Whether it is finding more...

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Common Portal Functionality for Driving Partner Success

Common Portal Functionality for Driving Partner Success

- December 4, 2023

Very few companies stand completely alone in their quest to grow. That is why most companies build partner networks and...

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NetSuite and Salesforce: Quick wins for CRM and ERP integration

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NetSuite and Salesforce: Quick wins for CRM and ERP integration

- August 28, 2023

Customer Relationship Management (CRM) software encompasses a wide range of business capabilities from marketing automation to sales management to quoting...

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Optimizing Quote-To-Cash (QTC) For Evolving Landscape of Customer Sales Channels

Optimizing Quote-To-Cash (QTC) For Evolving Landscape of Customer Sales Channels

- May 10, 2023

LastPass is one of the leaders in the security industry, particularly in password management. LastPass is in the process of being...

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Crossfit goes global in digital transformation project for customer experience

Crossfit goes global in digital transformation project for customer experience

- April 19, 2023

Crossfit is one the most recognizable brands in fitness.  With growth to over 5 million athletes and over 14,000 locations...

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