Cloud computing allows businesses to “do more with less”, and spin up technology resources quick and easy. However, there’s another side to all these quick, high-availability cloud systems: Cost. In this article we are going to cover how to proactively monitor and reduce cloud spending.
When it comes to managing customer relationships, businesses rely on Customer Relationship Management (CRM) systems like Salesforce. These systems hold mission-critical data, such as contracts, license information, employment history, orders, shipments, credit card information, patient records, and other sensitive data. However, many businesses do not consider the importance of backing up their CRM data until it’s too late. In this blog post, we will discuss why CRM data backups are essential.
Pardot (aka “Marketing Cloud Account Engagement”) is a powerful marketing automation tool. When Pardot is integrated with Salesforce, it becomes even more powerful, allowing for seamless communication between sales and marketing teams. However, there is a little-known issue with the standard Pardot-to-Salesforce connector user that can cause problems with email notifications for Salesforce Lead Assignment rules.
Recently, the team at Cloud Notions had the opportunity to work on a Marketing Cloud Account Engagement (aka MCAE or “Pardot“) quick start project for one of our clients. The goal of the project was to help the client set up Pardot and launch a successful pilot campaign, so the new director of marketing could hit the ground running.
Did you know that Experian does more than just provide credit scores? Experian has numerous clearinghouse data elements, including Insurance eligibility verification. Read below for more info on how we used Experian and Salesforce Health Cloud to seamlessly check patient insurance status when a care plan is entered into Health Cloud.
In some industries, mailing physical letters and shipments are a business-critical task. We recently built an integration in HubSpot to allow mailing address verification right from within HubSpot. No more wasted postage to addresses that don’t exist! Interested? Read below for details.
Our client operates a chain of pet resorts in multiple states. They use Salesforce as their system of record, but needed a customer portal for pet owners to make reservations and update personal information. We created a customized portal experience using Magentrix. Read below for details.
Do you love SQL Server? We do too! SQL Server is robust and versatile, with several great products and features. The SQL server job agent, replication services, query store, linked servers, database triggers, system health checks, backups and managing indexing all come to mind as important tasks for a modern SQL Server deployments. Is your team prepared or fully utilizing all of these great SQL server features?
Our retail client operates brick-and-mortar pet stores in multiple states. They use Salesforce as the CRM system of record, capturing everything from past orders to pet birthdays. They needed a Salesforce-native point-of-sale system, with customized “bill to my account” functionality.
This customer success story outlines how we helped implement Salesforce Health Cloud, and use AWS to integrate with FTP servers for dozens of hospitals across the country. The client grew revenue by 5X and was successfully acquired by investors.
Building a custom partner portal to allow self-service uploading of sales and royalty reports from partners. This allowed our client to “do more with less”, especially during COVID.
Cloud Notions has recently completed two Biotech / Pharma implementations. These companies were focused on obtaining leads, contacts, and opportunities to license pharmaceutical products.
Salesforce Admins: Ever have a rep accidentally import their Mom as a contact in Salesforce, and then ask you to delete the record? Ever wish you could grant access allow the users to delete some records, but not others? Now there’s an app for that!
Salesforce developers can use Apex to develop many powerful solutions on-platform. However, Apex does not have native tools to handle scenarios that involve large file conversion, FTP connections, and other non-native functionality. Enter AWS Serverless Functions, aka AWS Lambda.
Hubspot offers great functionality to support custom integration with outside systems. Read on to learn how Hubspot Custom Actions can allow you to reach outside of any standard limitations on the platform.
By now you’ve likely heard of Multi-Factor Authentication, especially in regards to Salesforce. This authentication method requires two or more verification factors to access a resource such as an application or online account. There are multiple options to make your MFA login experience quick and easy; read on for details.
Our client was operating a large-scale residential real estate service along the East Coast. They made referrals of hot leads to independent real estate agents. Their performance data showed that if a real estate agent didn’t respond within 30 minutes, they would often lose the sale.
A recent client had partner community contractors who might not be able to learn the standard Salesforce Create Order > Add Products flow. They needed a screen that presented all the authorized products for a particular customer, as well as default order info.
One client wanted to see Contacts, Opportunities, and upcoming Appointments, all on the same screen. They also wanted to be able to edit the records within the data grid, without changing screens. To meet their needs, we used the Lightning Design System to create a custom Visualforce page with one-click action buttons.
We recently worked with three different clients on Text Messaging (SMS) reminders for upcoming appointments. One client was in Real Estate, and scheduled home showings with prospective buyers. Another client was in the health and beauty industry, and sent appointment reminders for spa treatments.