Salesforce

How do you stop users from saving documents to their local drives when they need to be in the Record Management System? The answer is simple: Make it easier to save the document in the RMS Make it easier to find the document in the future Do that, add some more benefits, and recalcitrant users will never re-offend! System integration is just one way to achieve this. In the B ...

Selling is just one step in the sales and marketing process! A weak link in this process is the sales/marketing interface. This is where marketing-generated leads are handed to the sales team and sadly, where important sales intelligence is lost. Further, because the interface is typically primitive and the data flow is in one direction, the sales team cannot influence the lea ...

Websites are traditionally "owned" by the marketing team but sales revenue can potentially explode if marketing concedes some ground to the sales team. "Sacrilege, not in my lifetime" I hear marketers say but relax, it's only a few minor concessions. The Case For ten years, FuseIT has been introducing innovative features that let sales reps leverage Sitecore analytics and perso ...

This article takes a high-level look at some of the problems integration solves. Why is it a high level look? Recently I got lambasted by a somewhat angry group of end-users for talking technical while hosting a round table. In my defense, I'd mentioned something technical and momentum just kicked in. To them, I was disconnected from reality and needed a hard reboot or somethi ...

Yes, strong words in the title so if you are dismissive, or short on time, jump to Use Case 3 and read it twice. In the world of sales, these are powerful features. Integrators can get so tied up with the technical detail they lose sight of the proverbial forest. Yes, fitting virtual square pegs into round holes is interesting (and rewarding) but creating value around business ...

Technology can easily add complexity when it should do the opposite! This is particularly true in the software integration space where connector tools promise simplicity but typically add complexity as you navigate the constraints of the tool. By aiming for simplicity, you have introduced another technology to further muddy the waters. The good news is integration is not rocket ...

Let's look at using syncing to implement some typical workflows in Sitecore and Salesforce. What is syncing? It's the replication of data from one system to another and functionality that tries to keep both data sets up-to-date. The alternative is having a single source of truth and accessing the data when you need it in real-time. Does that mean syncing creates a double source ...

Organizations that use Sitecore and Salesforce may want to share information with their customers, partners, staff, students or any other group of users. There are several ways to achieve this - we will look at two. Salesforce Community Cloud "Communities" is a ready-made portal that organizations use to disseminate information like knowledge bases, FAQs, forums, messaging, and ...

As an IT company we love technology so much we often get consumed with new features and ideas. Sometimes we forget that customers want to use our products to save and make money. Our fun space is S4S, our Sitecore to Salesforce integration. It's sold all over the world to companies of all sizes. Technically we think it's amazing but in reality, most customers don't want all the ...

Almost every website includes a telephone number. It adds credibility and affirms that real people exist in the business. But what happens if someone actually rings the number!  An operator may be asked questions like: Can you tell me the price of your widget? How does your widget work? Do you ship to my town? What are your payment terms?  Phone calls usually require the oper ...