Tag Archives: Tableau

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How to Maximise the usage of Salesforce Analytics, reports and dashboards?

April 15, 2024By 0 Comments

Salesforce is a powerful CRM platform that provides businesses with a wealth of Analytics, Reports and Dashboards including the power of AI. However, to fully leverage this business processes and workflows need to be aligned with the right Technical best practices on Salesforce platforms. By doing this, the underlying...

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What is Salesforce Quote-to-Cash implementation – how to make the most of it?

April 15, 2024By 0 Comments

We see Startups to Big Corporations trying to adopt Salesforce CPQ. As you approach a CPQ implementation, remember that it won’t be as easy as replacing a single system with a new one. It could be straight forward for a startup but as the size of the company increases,...

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How to choose the ideal ecommerce platform for your online shop?

April 15, 2024By 0 Comments

If you are reading this, you have most likely made up your mind that you need to get your Business Online. Every Business is unique and so is the criteria for evaluation. Though there are a thousand things that need to be considered before selecting the right platform, let’s...

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Must have reports for Sales Team

April 15, 2024By 0 Comments

Every Business is Unique; two different companies cannot act on similar Sales Insights. There could be a 50K+ workforce in a retail Enterprise vs a Medium Sized Healthcare Business with 2000+ employees; they both could value absolutely different Metrics. All said and done, Salesforce as a Tool is Sophisticated...

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Qualities of a Great Salesforce Consultant

April 15, 2024By 0 Comments

Choosing the right Salesforce consultant can significantly impact your business’s success in leveraging Salesforce’s powerful capabilities. A great Salesforce consultant possesses a unique combination of technical expertise, industry knowledge and interpersonal skills. In this blog, we will explore the essential qualities that make a Salesforce consultant truly outstanding and...

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Implementing a Sales Process for your Small Business

November 8, 2023By 0 Comments

Prospecting, Connecting, Evaluating, Presenting and Closing are the general terms discussed in a Sales Process. In this blog, I will focus on Sales Automation using in-house and Field Sales Executives. Sales Executives/Employees are the most expensive employees for any organization who take home huge salaries, bonuses, OTE due to...

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Salesforce Integration for SaaS Companies

November 8, 2023By 0 Comments

Integrating Salesforce with various tools is crucial for SaaS companies to improve their product offerings and operational efficiency. This article explores how Salesforce integration can transform SaaS businesses and highlights Zivoke’s role in implementing these integrations. The Importance of Integration in SaaS SaaS products thrive on their ability to...

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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 and if you really have to move to a CRM. First up, the expected ROI you can get from investing in any given CRM is 771%, which is approximately $8.71 for...

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Top 7 CRM Implementation Myths

November 8, 2023By 0 Comments

CRM selection process is among the most important IT decisions Businesses take. Deciding on a CRM to Migrate from Spread Sheets or internal Be-spoke app doesn’t quite stop with the decision. There are a few myths around the actual CRM Implementation that happens after the selection. Top 7 myths...

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How to choose the Best Salesforce Consulting Firms

November 8, 2023By 0 Comments

Being a Small or Medium Business, it is difficult to have a dedicated resource with the expertise to handle a CRM. It is only reasonable to choose a service provider with the required technical expertise to get the maximum benefits of your CRM. 6 most important things to look...