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Salesforce is the world’s no. 1 CRM with a global customer base of over 150,000 companies. Scalability, cloud storage, and world-class apps for service, sales, etc. make it a popular choice.  Out of a number of Salesforce products and solutions, Salesforce Nonprofit Success Pack is a popular product under the Nonprofit cloud. It is an open-source community-built software. Over 47,000 nonprofits helped build this nonprofit technology to help enhance constituent relationship management. It helps program management, donation management, trusted accounting, and more.   In this post, we are going to discuss Salesforce for fundraising and Salesforce for Nonprofit Tutorial for K-12 education in detail.  Salesforce for Fundraising Salesforce for Fundraising is a nonprofit technology by Salesforce that puts people first. It helps you engage with both your donors and funders more and better. By using the fundraising solution, you can build seamless and long-lasting relatio...

Salesforce is the world’s no. 1 CRM with over 150,000 companies across various industries as its customers. Right from small businesses to FORTUNE 500 companies, Salesforce is helping them all grow their businesses. It is a secure and scalable cloud platform and comes with world-class applications for commerce, service, sales, and more.  There is, however, a common problem that businesses - especially small-sized and middle-sized companies often face with Salesforce. They find the Salesforce licensing cost structure a bit complex to understand. As a result, a large number of apps they install from Salesforce AppExchange , fail. The reason is the lack of complete understanding of Salesforce license pricing structure and failure to optimize licenses. To add insult to the injury, they sometimes end up paying more than they require for an app or more.  If you are also a business owner with Salesforce CRM, this post is for you. We are going to go through ways you can reduce you...

  Covid-19 started and disrupted everything. It changed our normal, outing habits, shopping habits, and more. 2020 is about to end and here we are trying to adapt to the new post covid era. It has changed the way we shop and the way business runs. This year in March most retail store owners had to close their shops because of the pandemic. And since then many things have changed for you and your customers. Many people started to opt for online shopping and this made online businesses huge profits whereas retail owners a huge loss. Let’s see some of the major issues retails shop owners face: Closing all shops: A major issue the pandemic brought was closing all the retail stores. It took away lots of opportunities for the daily earnings of shopkeepers as well as employees. Many companies were not able to even provide basic support to their employees. The sudden lockdown across the globe helped in decreasing the carbon footprints but also affected the revenue of the retail store. ...

What is the world’s leading CRM? The answer we get is Salesforce And when they get something huge for their customers, it gets even better! Salesforce is expected to launch its long term pilot feature named “Dynamics Form” first demonstrated in Dreamforce 2018. Let’s see what is Dynamics Form and ways it can help our users. Winter 2020 is here and last year Salesforce announced five anticipated releases which they rolled out this year. Recycle bin is coming in Lightning App Builder The all new Lightning mobile app Now you can print the lists from the Lightning app. Additionally, the printable view gives you the only parts of the screen you need Give away the plethora of counting unique opportunities now with Power of One filter Easily run schedule flows  But, Dynamic Forms is the major release in the market. Let’s see it in brief: What are Salesforce Dynamic Forms? Dynamic forms are to create user centric, intuitive page layouts which will display proper information at th...

  As businesses are going online, customer portal solutions turn into a preferred option for customers to interact with the businesses. Customers now prefer to find the answers on their own, at their convenience. A CRM online customer portal provides a place for customers to manage their orders, history, payments, invoices, personal details, documents, and more.  It benefits you with customer satisfaction, reduced workload, improved communication, and better productivity. Overall, the portal renders enhanced customer service without the need of an extra employee. However, they vary based on your business needs and requirements. While going for customer portal development, it is better to have a portal that’s easy to integrate and use; it has a bundle of features. Make sure to include the below mentioned first. 24*7 Self Service Self-service means providing customers with the freedom to solve their order issues, and other product-related problems without contacting a repres...

Human interaction is a must in healthcare. We can't deny it. However, with the automation era, healthcare needs to adopt the modern approach to provide patients with a consumer-grade experience. One such approach is healthcare portal development.  As consumers, patients are now looking for an intuitive interface. One that helps them interact with the healthcare professionals, keep a check on one's health condition, treatments, and guarantees faster service. Gone are the days where hospitals piled up the records and patients were fine waiting with no details. Now, they are informed and aware of the competition. They ask for details, quality services, and ease of access. They want a portal that caters to their individual needs. This transition from a long waiting queue to available anytime is vital to enhance patient satisfaction and loyalty. Knowing where to start in patient portal development is tricky. So, we've articulated this article to help you out.  When you look f...