Knowledge Base Category: Product

man and woman with magnifying glass

Leveraging Salesforce Human Resources with No Code

Salesforce HR: Leading Effective Change When a leading digital advertising agency wanted a more organized system for managing internal HR processes, an employee self-service portal, they came to Titan. Below, we’ll talk about how Titan’s Employee HR Portal and other automated services benefitted this leading digital advertising agency by providing them with a no-code option to build…

three people working with secure documents

Easy E-Signatures for Salesforce HR Cloud with Titan CLM

Do you need to add electronic signatures to your contracts? Streamline and complete your contract journey with Titan’s Contract Lifecycle Management (CLM) today! Titan shares a real-life use case below that is a challenge for many agencies in the HR industry. Keep reading to find out about Titan’s best-kept secret – CLM. This article focuses mainly on…

woman looking in book

Titan’s No Code Student Portal for Salesforce

Every student matters; every moment counts with Salesforce Education Cloud Our world has undergone a major digital transformation that has spread through every industry, leaving almost no aspect of our lives untouched. Of course, the education institutions couldn’t stay immune to the effects of this ongoing digital revolution. Online apps and innovative tools have become an essential…

man next to giant phone

Titan’s No Code Salesforce Web Apps for Freight Transportation

The Right Freight Transportation Salesforce Solution for You A reliable transportation company makes an effort to ensure customer satisfaction. Over the years, transportation providers connected with customers using phone calls, meetings, and emails however digital technologies have made a significant impact on this process.  Today, through Titan’s integration with Salesforce, shippers have visibility and access to important…

man with key and man with laptop

Monitor and View the Titan for Salesforce Server Status

Why is Monitoring the Titan Server Status Important? Why is Server Performance Visibility Important? When using a product, it is vital to gain insight into how the product is performing. Titan offers complete server performance transparency in real-time. Gain visibility of the Titan server performance status in just a few simple steps. What are the Different Ways…

woman working on giant screen with graphs

Best Practice Tips on Titan for Salesforce: Picklists Made Easy for Quality Healthcare

Advanced Healthcare at your Fingertips Does the staff at your medical health clinic spend many hours manually entering healthcare information into Salesforce? Manually updating medical history forms, in Salesforce can sometimes be time-consuming. But the information filled in on this form—such as patients’ medication, health complications, and allergies, — is vital to their healthcare. Discover how Titan…

men and women all working around a giant arrow with many directions

Salesforce Leads: The Key to solving Duplicates

Salesforce Leads: Keep them Clean Lead generation across many ads and platforms can get messy. It is easy to end up with duplicate Salesforce leads. It happens all the time. At some time or the other, you have attended at least one, two, or three webinars. Once you sign up, your information is provided and autofill in…

man and woman next to giant ipad and iphone

Automate CLM Processes with Flexible Salesforce Solutions

Automating and Standardizing CLM in Salesforce The Consultarian Agency is an HR company operating in the United States and offers custom employment solutions for small to large enterprises. Recently, the Consultarian Agency has earned great business success and, as a result, is expanding its services nationwide. Finding the right Salesforce Solution Maintaining a Centralized Contract Hub in…

smiling man sitting on the computer screen, man and woman smiling to each other and talking

Salesforce Web-to-lead in 5 minutes!

Salesforce Web-to-Lead Form: What will I learn? A web-to-lead form for Salesforce can be set up in under 5 minutes. After following the simple steps below, you can set up forms in Titan , based on your organization’s data model, and push them to Salesforce in live time. Salesforce does have its own tools, but they it…

man and woman with giant screen

Titan for Salesforce: Email Distribution Lists in Salesforce

This guide will teach you how to send out surveys, by Salesforce email list, to a list of contacts in Salesforce. In this example, we will show you how to do this using a List View. At the end of this article, you will have greater insight into how easy it is to create Salesforce surveys in…