Quantcast
Channel: CRM – DBSync Blogs |
Browsing all 32 articles
Browse latest View live

How to conveniently transfer data to and from FTP servers using DBSync

In this series of three articles we explain why it is advantageous to use DBSync to transfer data from an FTP server to Salesforce, and how to do it. In the first part, we have seen how to create a...

View Article


How to transfer data from Microsoft Dynamics 365 for Sales to a database...

Cloud data and cloud based applications have grown exponentially over the past years. Combining data sources and applications has become a major challenge for many companies. One of these important...

View Article


Analytics Best Practice: Order-to-Cash Performance & more KPI’s

I am often asked what are the relevant reports or metrics we need to track while integrating between Order-to-Cash process. Here is a list of reports that you will find useful while thinking through...

View Article

QuickBooks & Microsoft 365 Now Available On QuickBooks Apps Store

Excited to announce that we are live on QuickBooks App Store for QuickBooks and Microsoft 365. Check it out, QuickBooks and Microsoft 365 integration. Also do checkout all our supported integrations...

View Article

Force of a Godzilla – Salesforce and JIRA

The name “JIRA” is actually inherited from the Japanese word “Gojira” which means “Godzilla”. When you combine it with Salesforce, you get “The Force of a Godzilla”! Ideal CRM and Helpdesk Setup We all...

View Article


DBSync Replication Tool: Key Functions

A brief explanation of its functionalities and uses Replication is about identifying changes and updating other data sources. Its applications are many. From data warehousing, to business intelligence...

View Article

Why integrating NetSuite and Salesforce through a middleware is the best way

NetSuite is highly popular among enterprise customers for its accounting, financial and ERP toolkit. Even though it has fully functional CRM module, Salesforce is considered to be perfect blend in...

View Article

Analytics Best Practice: Order-to-Cash Performance & more KPI’s

I am often asked as to what are the relevant reports or metrics we need to track while integrating between the Order-to-Cash process. Here is a list of reports that you will find useful while thinking...

View Article


Popular Field Service Management Apps

Many businesses are constantly on the go, and thanks to technological advancements, remaining connected and up to date is much easier. Field service management (FSM) applications have greatly benefited...

View Article


Accounting Integration for ServiceMax

Integrate Servicemax?  Definitely we can! It’s been only few weeks when we announced our Partnership with ServiceMax, and we can see the excitement among the enterprises signing up for the integration...

View Article

Integrating Customer Intelligence with your CRM

Do you know how your application is used by your Customers?Can you predict if a prospect will make a purchase?Can you identify if your Customer will renew your subscription? These are some of the...

View Article

Automation in Sales Process

Sales Process Sale is a complicated profession with many competing tasks that distract from revenue-generating activities. A new study of more than 720 reps shows that today’s salespeople are spending...

View Article
Browsing all 32 articles
Browse latest View live


Latest Images