Category: Titan Workflow
By uploading files to Salesforce, teams can view and access documents whenever they need. This functionality helps everyone involved in a project to collaborate faster! Join us in the article below to learn how to maximize your Salesforce upload file capabilities. We also focus on Titan Files’ direct integration with Salesforce to upload files for easy access…
What Is Cold Calling in Sales? Reaching out to potential customers who have not expressed interest in a company or its products before is called “cold calling.” It means that the salesperson contacts individuals via the phone, email, or any other means, such as social media, without there having been prior contact. The “cold” refers to the…
Organizing data on your customer relationship management (CRM) platform is essential for finding information quickly. Due to this common business requirement, Salesforce has two features for working with your documents: However, these two features have different ways of functioning in Salesforce. Join us below to explore Salesforce Files vs. Attachments and how they are used in different…
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…
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…
Natural language processing (NLP) consists of tasks that let humans interact with computers using their voices. You can find content related to NLP if you look within the artificial intelligence (AI) field. As time passes and tech improves, AI becomes more important for assisting computers with complex tasks. NLP is no different and aims to take computers…
Salesforce is the #1 customer relationship management (CRM) platform. So, it will be flexible enough to let you connect with your favorite third-party apps to get Salesforce automation tools if you do not find one that suits your liking within the ecosystem. These automation tools speed up your marketing, sales, and customer service workflows so that you…
Salesforce provides us with artificial intelligence (AI) tools on its AI Cloud. Why not take full advantage of your customer relationship (CRM) platform to automate processes for your service, sales, and marketing teams? Are you ready to work with your customer data powered by trusted AI tools? Follow our article below to find out more about Salesforce’s…
