Salesforce and CRMs Archives

Hubspot to Salesforce: A Step-by-Step Migration Guide

Your CRM can either be a roadblock impeding your go-to-market team, or an engine that accelerates their efforts. While good systems can help identify high-value opportunities and reduce time-to-close, a...

Einstein Bots – A Helping Hand for your Salesforce Org

What are Einstein Bots? Einstein Bots are Chatbots that are easy to configure from Salesforce’s User Interface. Bots automate tasks and can save costs by solving simple problems for your...

Migrating from HubSpot to Salesforce

When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some...

10 Common Problems in Apex Code Bases

The process of onboarding to a new Salesforce org is always a challenging task. Legacy systems often have many undocumented processes created by Salesforce Admins and Developers, which can make...

Why Healthcare Organizations are Migrating from Salesforce Sales Cloud to Health Cloud

Whether your core discipline is Pharmaceutical, Payer, Provider or Medical Technology in the Health Care and Life Sciences industry, you know a patient-centred approach with the ability to access all...

Data Harmonization in Salesforce Data Cloud

This post in the Data Cloud Primer series explains the data harmonization process in Salesforce Data Cloud. Data Cloud accepts data from a variety of sources. Harmonization refers to the...