All posts by Amit Malvi

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How to Migrate from Legacy CRMs to Salesforce Without Losing Data

September 5, 2025By 0 Comments

Introduction If you’ve ever tried moving houses, you know the pain: things go missing, boxes get mislabeled and you find your coffee mugs in the bathroom. Migrating from a legacy CRM to Salesforce can feel exactly like that — except the stakes are higher and “losing your coffee mugs”...

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Choosing Between In-House vs. Managed Salesforce Support: What’s Best for Your Business?

August 29, 2025By 0 Comments

Introduction A recent industry survey found that 76% of companies struggle with the in-house vs. managed Salesforce support decision—and for good reason. Both options can deliver results, but the wrong choice can quickly lead to ballooning costs, subpar performance and missed growth opportunities. The stakes are high. Salesforce is...

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Salesforce User Training: Best Practices for Onboarding and Adoption

August 22, 2025By 0 Comments

Introduction Here’s a fun fact—companies that invest in solid Salesforce user training typically see a whopping 87% higher user adoption. That means better data, smarter decisions and real ROI. Yet, way too many teams skip structured training and pay the price in clunky adoption, messy data and emoji‑level use...

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Salesforce Automation: Streamline Your Workflow with Flows and Apex in 2025

August 15, 2025By 0 Comments

Introduction What if you could save your team hours every week, reduce errors and make your entire sales and service process run like a well-oiled machine? That’s the power of Salesforce automation and companies that embrace it have seen productivity shoot up by 25% or more, which is pretty...

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Salesforce Health Check: How to Audit and Improve Your CRM Performance

August 8, 2025By 0 Comments

Introduction Let’s be honest—most Salesforce orgs get messy over time. You start with a clean, efficient setup. Then come new features, more users, quick fixes, duplicate data, old workflows no one remembers… and suddenly, your CRM is bloated, slow and frustrating to use. In fact, 68% of Salesforce instances...

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How to Integrate Salesforce with SAP, NetSuite, and Other Business Tools

August 1, 2025By 0 Comments

Introduction Here’s something wild: companies that integrate their business systems grow revenue 38% faster than those that don’t. Why? Because when tools like Salesforce, SAP, and NetSuite talk to each other, your teams stop wasting time on manual data entry and start focusing on what really matters — customers, innovation, and...

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The Ultimate Guide to Salesforce Managed Services: Benefits, Costs & ROI

July 25, 2025By 0 Comments

Introduction Did you know that 73% of businesses underutilize their Salesforce investment due to lack of ongoing support? Most companies deploy Salesforce with great enthusiasm, only to later struggle with maximizing its value. In-house teams often don’t have the specialized expertise or the bandwidth to keep up with platform...

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Optimize Salesforce for Small Businesses in 2025

July 18, 2025By 0 Comments

Introduction Here’s a stat that should raise eyebrows—small businesses are losing up to 27% of their Salesforce potential simply because of poor optimization. That’s not just a technical issue—it’s a growth blocker. When Salesforce is cluttered, misaligned, or over-customized, it turns from a powerful CRM into a daily frustration....

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How to Use AWS AppFlow for Salesforce Data Automation?

July 4, 2025By 0 Comments

Let’s be honest — handling data between Salesforce and AWS services used to be kind of a pain. Back in the day, we’d have clients pinging us because their reports were out of sync, or they were spending hours every week exporting data from Salesforce and uploading it manually...