December 26, 2019
Salesforce Files Connect for Google Drive allows specified users to add Google Drive files to the Files section or a Lightning Page component of any record. The Salesforce Files tab will show Google Drive as
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January 4, 2019
Google recently released an add-on for Google Sheets, the company’s cloud-based spreadsheet offering. The add-on allows Sheets to integrate with the Salesforce CRM platform. This new functionality opens up a range of options for data
June 7, 2017
There has always been a tradeoff between how much information a website visitor is asked for when they fill in a form and the likelihood of the site visitor submitting the form or “converting” in
June 3, 2015
Updated: December 10, 2018 QuickBooks Desktop continues to be a dominant accounting software for small to mid-sized business. It’s also an application that accountants know well, which is one of the barriers to SMBs switching
February 24, 2015
Almost eclipsing requests among CRM buyers for CRM to ERP integration is interest in CRM to CMS (Content Management System) integration. As with the former, the latter can mean a lot of different things. It’s
January 14, 2015
If you’re considering a new CRM system for your organization, as part of the evaluation and selection process you may have discovered that there is a host of available third party add-on functionality for CRM
November 11, 2014
CRM to ERP integration often comes up when people evaluate a new CRM system for their company. In general, integrating means connecting a standalone CRM system to a standalone ERP system—taking the “best of breed”
May 15, 2014
For two decades, QuickBooks has been the dominant accounting software for small and mid-size businesses. Since it requires no formal accounting training to use, and offers numerous industry specific versions, its popularity is no surprise.
April 22, 2014
When it comes to convenience and flexibility, especially for a mobile sales force, it’s hard to beat web applications. And when it comes to web applications, it’s difficult to ignore Google App’s growing presence in
March 19, 2012
Often, people involved in the CRM buying process for their organization express an interest in integrating a new CRM system with their legacy ERP or accounting system. There are many ERP/accounting systems on the market,
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