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 Vamsi Alla | Aug 10, 2021 | Blog, Salesforce, Vlocity
Sales Reps expect a 360-degree view of a customer as part of the CRM rollouts. From an IT perspective, this includes retrieving data from multiple systems such as SAP, Salesforce, Business Intelligence Platforms, Rebate Systems, manipulating the data, and then finally...
by Adi Buddhavarapu | 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...
by Adi Buddhavarapu | Oct 27, 2020 | Blog, Salesforce
Salesforce’s second-generation packaging (2GP) is a new way to develop, distribute, and manage apps and metadata on the AppExchange. The 2GP is considerably different from the first generation packaging (1GP). In this blog, the primary focus is on the role of...
