Category: Titan Workflow

The Email-to-Case feature in Salesforce can be found in the Service Cloud. Organizations use this nifty automation tool to receive and send emails from customers. The best part about using Email-to-Case is that your service agents can communicate with leads or customers directly from Salesforce. And that’s not all. Install Email-to-Case in Salesforce to convert the emails…

Running efficient business operations starts with choosing the right software. In this article, we explore Salesforce, SAP, and what they have to offer, giving you the insights needed to make an informed decision of which platform is the best option for your organization. With our content, we also hope to show you how to empower IT professionals…

Salesforce is the best customer relationship management (CRM) platform out there. So, it comes as no surprise that they offer solutions for territory management to speed up your sales processes. Whether your business has many sales teams or regions that you ship products to, the Territory Management feature from Salesforce can break down your markets into more…

Creating an approval process with Salesforce helps to speed up record tasks in your CRM platform by using automation tools. One of the biggest advantages of automating your approval processes is that it removes any manual tasks that your employees need to perform to complete a workflow. To find out more about streamlining your Salesforce approvals, join…

Are you seeking ways to increase revenue and connect with customers using engaging marketing strategies? Join us in the article below as we uncover solutions from Salesforce to help you achieve your goals and targets.  What is High Velocity Sales & What is Sales Engagement in Salesforce? You will be happy to learn that they are the…

You can find the use of multi-touch attribution models in the marketing world as they give professionals a chance to understand which touchpoints or interactions influence leads to convert into clients in the customer journey. Join us in the article below to find out more about the different attribution models used in the marketing industry. What is…

It’s a process used to work with duplicate records in data. Checking data in your system for matching entries is important as you do not want any errors in your customer information, product listings, and duplicate payment transactions. However, you can also apply this procedure to any other important dataset you need. Are Duplicate Checks Worth It?…

Although Salesforce is the world’s leading customer relationship management (CRM) platform, it is not a perfect product. Honestly, nothing in life is, but we can prepare for how software defects and issues might affect business operations by broadening our Salesforce knowledge. Join us in the article below as we explore where to find some of the issues…

Journey Builder is a Salesforce tool you can access in Marketing Cloud. It is designed to work well with campaigns so you can create and automate customer journey tasks. At its core, Salesforce Journey Builder focuses on customer journeys, so use it to design the communication plan you need. Join us in the article below as we…

Snowflake gives you a cloud-based platform to work with your data. The data warehousing platform works well with data lakes, supporting data in structured and semi-structured formats. With Snowflake, you can analyze data found in JSON, Avro, and Parquet files. To learn more about data lakes and Snowflake, read our article below. We start with covering the…