Zivoke_logo-03

Category Archives: Financial Services

Read More

Salesforce Analytics, reports and dashboards

April 15, 2024By 0 Comments

Salesforce is a powerful CRM platform that provides businesses with a wealth of data on their customer relationships and sales processes. However, to fully leverage this data, businesses need to have effective analytics, reporting, and dashboard capabilities. Salesforce provides a range of analytics tools that can help businesses gain...

Read More

How to maximize the Potential of Your Salesforce Investment with Managed Support

April 15, 2024By 0 Comments

If your company is using Salesforce as its primary customer relationship management (CRM) system, you are likely aware of the significant benefits that it can bring. However, simply investing in Salesforce is not enough to achieve the full potential of the platform. To ensure that you are getting the...

Read More

Salesforce Integration for SaaS Companies

November 8, 2023By 0 Comments

Software products are either SaaS subscriptions or Licensed wherein SaaS subscribed Software products are as good as its integration with other Applications, or it becomes siloed with no data insights. A SaaS product should integrate with other Tools/Software. The ability to integrate increases the market value of a SaaS...

Read More

What is the best CRM for startups?

November 8, 2023By 0 Comments

Before we compare the best CRMs available in the market, let us first talk about your CRM requirements. The expected ROI you can get from investing in any given CRM is 771%, which is $8.71 for every $1 you spend. The first question to answer is whether you are...

Read More

How to choose the Best Salesforce Consulting Firms

November 8, 2023By 0 Comments

s a small or medium Business, it is difficult to have a dedicated resource with the expertise to handle CRM. It is only reasonable to choose a service provider with the required technical expertise to get the maximum benefits of your CRM. 6 important things to look for in...

Read More

Why Excel Sheets are Bad for your Business?

November 8, 2023By 0 Comments

The convenience of MS Excel Spreadsheet overpowers the usage of any other app present in our systems. A survey to understand internal business communications identified one out of every five business using MS Excel Spreadsheet. Will MS Excel Spreadsheet remain dominant even after a few years of Growth, Scalability,...