Category: Integrations
Are you looking for a powerful form-building tool to streamline your business operations and enhance customer experience? Look no further! In this article, we will compare two top-notch form-building solutions, FormAssembly and Titan, to help you choose the best option for your business. Before we dive into the specifics of FormAssembly and Titan, let’s take a quick…
Moving text, audio, and video files from one application to another is a file transfer workflow. Whether you need to relocate files in Salesforce for business operations or in a personal capacity at home, you can speed up the process with software catering to workflow automation for file transfers. Titan Files is one of those automation tools…
Salesforce, the world’s number one customer relationship management (CRM) platform, has file storage options for your business media content and documents. Follow us in the article below as we discuss Salesforce file storage solutions boosted with the help of Titan Files. Salesforce Storage Cost Let’s start with one of the most important questions, “What are Salesforce’s file…
With Salesforce, you can store all your files in a single location. You might believe that this solution is basic and insignificant, but think about all the images, proposals, videos, presentations, spreadsheets, contracts, and other types of files your company deals with daily. If you are one of those companies that works with a large volume of…
The Files Connect tool is essential for Salesforce users. With it, employees can gain access to share information with external business apps, like Google Drive and other third parties. Join us in the article below to learn how Salesforce Files and Titan Files can give you superpowers to streamline your file management processes. Salesforce Files Connect Setup…
Salesforce Web-to-Case forms are a great tool that customer service teams can take advantage of to optimize case management tasks. Join us in the article below to get more familiar with Salesforce Web-to-Case forms and how integrating them into your system streamlines business operations in Salesforce. How To Create Web-To-Case in Salesforce ? Follow our user-friendly guide…
If you have a Learning Management System (LMS) and are signed up to Salesforce, you should consider integrating your platforms to keep all your training material and student data in a single location. This one method of working alone will eradicate manual work for your administrators as they no longer need to submit work to two or…
When you connect Salesforce to Zapier, what do you get? This short article covers just that – how Salesforce and Zapier can speed up your workflows with their combined powerful automation tools. Let’s get started! Salesforce Automation with Zapier Salesforce has been helping businesses optimize customer relationship management (CRM) tasks found in sales, marketing, and customer service…
NetSuite and Salesforce are both two extremely popular and powerful platforms that offer cloud-based solutions for business management. NetSuite caters to organizations of all sizes by providing flexible enterprise resource planning (ERP) software solutions to complete work goals. On the other hand, Salesforce offers cloud-based solutions for customer relationship management (CRM) tasks and processes. Is your organization…
All industries collect data for analysis so that major stakeholders can make the best and most informed decisions. By analyzing data, business teams can gain a deeper understanding of their areas of study, which empowers managers to make decisions based on facts and evidence. If you want to make objective decisions for your business based on data…