Category: Titan Workflow
“Automate your Data-Capturing Workflows Even Further with Salesforce Einstein OCR“ We all know about tools that capture data for Salesforce, such as web surveys, forms, or even digital documents. But what happens when you are given a stack of physical receipts or passports? These types of documents need their text to be reflected in Salesforce, with the…
Clear communication between teams and departments is crucial for running a business well. When team members have a seamless way of sharing ideas with each other, the business is able to innovate and stay ahead of the tech curve. Increasing the amount of communication between team members also makes giving feedback on services and products easier so…
“Align Everyone on Projects with Task Management in Salesforce“ When you use your Salesforce platform to manage team tasks, you get a host of features to support your projects. One of the features is adding essential fields to tasks to get the most information you can from colleagues when working on a project. Fields for a Salesforce…
We have all heard the rumors that Salesforce was keen to purchase Informatica. We are unsurprised that they would want to make this deal a reality, as Informatica is a dominant player in the data management world. Imagine two giants combining their superpowers? Sounds really exciting, right! However, according to the Wall Street Journal, the deal remained…
“Attract and Retain the Best Talent for your Organization by using Salesforce for Recruiting.“ Don’t waste hours burdened with repetitive administrative tasks found in most recruitment processes. Why not use Salesforce for talent acquisition workflows? It is after all the world’s leading customer relationship management (CRM) platform. You can use this powerful platform to customize your workflows…
“Close Sales Deals Successfully with the Assistance of Pipeline Inspection“ Don’t wait for sales deals to fail! You can avoid that by choosing a Salesforce Sales Cloud feature, like Pipeline Inspection. It gives you full visibility of sales processes with predictions that can help you avoid risky deals. If this is something you need, get ready to…
Your business should participate in data cleansing tasks and processes to keep information accurate and consistent in Salesforce. When you have clean data, you can expect to create error-free and reliable reports. Reports are crucial artefacts that assist managers in making decisions about business operations. Join us in the article below as we explore topics about data…
Whether you have less than 200 employees or over 10,000, Salesforce Sales Cloud has a solution to manage your entire sales process, improve sales efficiency, and boost productivity. Sales Cloud – a customer relationship management platform – was developed directly on the Salesforce Einstein Platform and gives you a 360° view of your customers to do anything…
Business has never been faster-paced than now, and you need to stay on the wave or be crushed. One of the ways to do this is to streamline your sales processes to drive revenue and achieve success. One way to accomplish this is by using simple quoting software that automates the quote-to-cash processes. What is Quotation Software?…
HEIC (High-Efficiency Image Format) files created mostly by Apple software and tools are not compatible with all devices. This is due to the fact that this HEIC image format is quite new. Therefore, learning how to quickly convert HEIC to PDF can make your life easier, and business processes run smoother, especially if you want to use…
