CRM Services
Multi-Factor Authentication for Salesforce
With the exponential growth into remote work environments and uptick in hacking and pfishing, it is critical for you to enhance the security of your Salesforce deployment. Salesforce aims to protect your data with the requirement of Multi-Factor Authentication (MFA). Read More »
Have You Integrated to [???] Before
Over the past two decades, we have seen Salesforce deployments with associated integrations go from less than 5% of deployments to more than 60% of deployments. Consequently, one... Read More »
Salesforce Display Density – Comfy vs. Compact
Salesforce Comfy vs. Compact The Comfy setting looks like this: The second is the “Compact” setting which has less white space so more elements fit... Read More »
Email Marketing Solutions for Salesforce (Updated)
Email marketing is necessary and important for every organization. Despite the proliferation of spam, email marketing continues to be a key weapon in the marketer’s... Read More »
Preparing For Your Scope Call
How Much will it cost? How long will it take? For turn-key implementation or integration projects, we get asked these questions every day. Because your needs... Read More »
Integrating QuickBooks with Salesforce
If you are considering integrating your Salesforce deployment with QuickBooks, here is some food for thought. We often get asked about doing this and here... Read More »
What is the Difference between Salesforce Sales Cloud and Service Cloud?
The main difference between Salesforce Sales Cloud and Service Cloud is: Understanding this fundamental difference in the technology can help ensure your institution gets the... Read More »
SIG Partners with E&I Cooperative Services to Streamline Solicited Contract Services
The E&I SIG contract provides E&I members with access to a competitively solicited contract to save time and resources on IT consulting and staffing services. Read More »