by Team Cloudiate | Apr 2, 2022 | Salesforce Implementation
While data is the goldmine for businesses globally, very few organizations have the know-how to derive meaningful insights from it. In a digitally-powered world, companies that can get actionable insights from data and convert that knowledge into action are the ones...
by Team Cloudiate | Mar 12, 2022 | Salesforce Implementation
If anything, customer data should tell you a story. A story that helps you comprehend what’s working for your business and what’s not. Often, sales teams are clueless about how marketing functions in their firm and vice versa; this results in missing...
by Team Cloudiate | Mar 1, 2022 | Salesforce Implementation
Platforms, such as Salesforce, are powerful tools that offer a great deal of flexible configuration and customization. People tend to interchange configuration and customization in Salesforce quite often. Our goal is to help you with the differences between these two...
by Team Cloudiate | Feb 12, 2022 | Salesforce Implementation
If you are reading this post, you are looking for ways to increase user productivity with Salesforce. User productivity means convenient access to structured and unstructured information, which improves the user interface of applications and channels. Over the years,...
by Team Cloudiate | Feb 1, 2022 | Salesforce Implementation
The Marketing team needs crucial and important data about their customers and prospects in order to run a successful and effective campaign. This data is mostly available in the CRM system but could also reside in other enterprise systems. Having the right...
by Team Cloudiate | Jan 17, 2022 | Salesforce Implementation
Understanding Salesforce migration requires understanding metadata. It is the mysterious data that lurks behind the scenes and is absolutely unknown to those who don’t deal with it directly. Essentially, metadata offers and describes information about other data....