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SalesForce Customer Portal – Customer Service Tool connected to CRM

2019-06-23T17:34:53+00:00

Project Description SalesForce customer portal allows customers to check their service details, review documents and update their information directly into CRM. All updates are real-time no matter where you do the change. Each user has its own login and password. There are times when the same contact is present in multiple accounts in SalesForce. [...]

Salesforce CRM Cleanup – Removed Unnecessary Fields & Data

2019-06-23T23:41:05+00:00

Project Description SalesForce ecosystem has a relatively low entry level, which means lots of things can be set by non-certified users. As the company grows, more and more processes are added. It may become an even bigger problem if multiple users are making changes to the back end. On average it takes about two [...]