by Jitendra Goyal | Sep 2, 2021 | Blog, Core CRM, Decisions, Salesforce, StoryPulse, Thinking
In typical CRM platforms, Leads, Opportunities and Accounts have a set of statuses as part of the funnel/pipeline management. As an example, a software company may maintain the following stages for an “Opportunity” object in Salesforce: Prospecting...
by Lakshmi Chitrala | Jul 6, 2021 | Blog, Core CRM, Field Service, Salesforce
Overview: In one of the recent projects, we had to extend Salesforce FSL mobile application to launch StoryPulse (http://storypulse.com) to capture few additional data points and signatures in the field. In this blog, I would like to explain a practical example to...
by Adi Buddhavarapu | Apr 30, 2021 | Blog, Core CRM, Salesforce, Vlocity
Overview: This blog outlines the implementation of Vlocity FlexCard to show CX Score. Target Audience: Business Analysts, CRM Engineering Problem Statement: Every Customer-Facing Team Member should be able to see a tile/widget that shows the selected account’s...
by Venkat Yerramsetti | Apr 11, 2021 | Blog, Core CRM, Decisions, Salesforce
Overview: This blog outlines implementation details of OpenRules Decision Manager. Target Audience: Engineering Problem Statement: Oftentimes, in CRM systems, the status/stage of Lead, Opportunity or other should drive the assessments to be presented, information to...
