Category: Titan Forms

As premium as Salesforce is as a customer relationship management (CRM) platform, it cannot solve every use case. So, what does one do when they need to build a specific Salesforce form solution for their business?  They head to the Salesforce AppExchange, an online store that presents pre-built solutions for extending a Salesforce org, such as Titan…

If you are reading this article, there is a good chance you are interested in using Salesforce Forms to streamline data management in your legal firm and make more personalized connections with clients. But first up, what are Salesforce Forms?  Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways you…

If you are reading this article then there is a good chance you are interested in using Salesforce Forms to streamline data management in your financial firm and make more personalized connections with clients.  But first up, what are Salesforce Forms? Salesforce Forms can refer to any form integrated with the Salesforce ecosystem. There are several ways…

If you are reading this article, then there is a good chance you are interested in using forms with a Salesforce Health Cloud integration. It’s a popular solution to streamline data management in healthcare and make more personalized connections with patients. But first up, what are Salesforce Forms?  Salesforce Forms can refer to any form integrated with…

If you are reading this article, then there is a good chance you are interested in using forms with a Salesforce Health Cloud integration. It’s a popular solution to streamline data management in healthcare and make more personalized connections with patients. But first up, what are Salesforce Forms?  Salesforce Forms can refer to any form integrated with…

Salesforce Government Cloud is designed to support organizations operating in the public sector. That’s right, Salesforce provides a super secure and compliant platform that allows organizations to maximize their return on investment in technology with these key results: With these digital improvements, organizations support citizens with better programs and systems while still complying with strict regulations. So, join…

Is it time to create a single source of truth for your customer data? If you answered yes, then take a look at Customer Data Platforms (CDPs). They can give you this power since they are designed to collect data from multiple sources and team efforts while creating processes to ensure records are not duplicated in your…

More and more, we see modern day businesses use inside sales strategies and techniques for sales and marketing operations. As stated by Insidesales.com, a company website for an Enterprise Sales Engagement platform, 47% of businesses today engage in inside sales practices. So, if you are interested in joining this movement and starting a career in inside sales,…

It’s been 10 years since Marc Benioff declared at an internal all-hands meeting that Salesforce would become an AI-first company. While the CRM giant has been pumping time and money into AI initiatives for many years now (Einstein itself was released in 2016), it’s only since Dreamforce 2023 that regular Salesforce users have felt the surge of…

Is your lead conversion process in Salesforce efficient and effective? Or is it time-consuming and super manual? We want your processes to be of high quality so you can convert leads into customers or opportunities, and finalize sales faster. For this reason, this article provides some best practices for capturing lead data in Salesforce. Towards the end, we also…