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10 Best Practices for Integrating your Customer Data

Posted in

Business Intelligence

Data integration is often underestimated and poorly implemented, taking significant time and resource. Yet, it's growing in strategic importance to the business, as customer data and touch points grow exponentially with the emergence of cloud, social and mobile technologies.

Learn more about common integration mistakes and best practices for making your company more agile through data integration.

Simple Salesforce Data Migration

43:53

Posted in

Business Intelligence

You have lots of customer data and you need to ensure that it's readily available to all of those who need it to drive business results across sales, service and customer engagement.

Nicole Tilton & Pierre Hulsebus, of Scribe Software, discuss how easy it is to migrate your critical data into Salesforce and how it will immediately benefit the different areas of your business. See a demonstration of how simple and seamless it is for you to transfer your customer data into Salesforce from different external sources such as; text files, another CRM, or homegrown systems.

Microsoft Dynamics CRM Online 2016 Update 1 New Features- Portals: Theming and Liquid Templating

1:27:23

Posted in

Customer Relationship Management

This portal theming and liquid templating module will cover the following topics as they pertain to Dynamics CRM portals:

  • A summary of Bootstrap and what it means for portals to be built on the world’s most popular framework
  • How to edit Bootstrap variables and use CSS classes effectively
  • How to use Bootstrap components to display icons, create a carousel, & more
  • How to render and filter CRM content using Liquid templating and markup

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