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CRM

How to Manage 'Execute as Admin' Workflows in NetSuite

Last week, in response to an increasing number of questions from our NetSuite customers, we showed you how to manage scripts that execute in the Administrator role. One thing it didn’t cover, however, was workflows that execute as Administrator. The process for resolving this with Netwrix Strongpoint or Flashlight is similar — but there are some additional considerations that merit discussion in this post, particularly if you want to avoid material deficiencies on audit.

A 'Deep Clean' for Your Org: Salesforce Data Cleansing and Metadata Cleanup

As your business grows, so will your Org. And while a highly customized Salesforce Org reflects a booming business, there’s a critical difference between necessary complexity and technical debt. In the spirit of spring cleaning, we wanted to share two strategies for reducing technical debt: Salesforce data cleansing, and cleaning up unnecessary customizations and metadata in your Org. Both go hand-in-hand in improving usability and adoption.

Dirty Data and Technical Debt: How to Clean Up NetSuite

As you work in NetSuite and evolve your account over time, you’re going to accumulate some baggage. Typically, this baggage will come in two forms: ‘dirty’ data housed in the system, and obsolete metadata (system customizations), aka technical debt. Though these are two separate issues, they’re closely related — getting rid of technical debt will make your NetSuite account easier to use, which will improve the overall quality of the data within it.

Key to selling tickets on your website

Organization of events always presumes much effort, and one of the most important aspects of the whole process is selling tickets. Easy to use CRM systems simplify most tasks associated with ticket management and sales on the website of the event organizer. Let us review the way such software functions using online ticket sales software, an easy and intuitive ticket sales service as an example.

Unboxing the Salesforce AI Cloud Announcements

On June 12th, Salesforce announced ‘AI Cloud,’ which aims to embed generative AI capabilities throughout their market leading CRM tool in an effort to enhance productivity for all Salesforce CRM users. The announcement features eight different sections: Sales GPT, Marketing GPT, Slack GPT, Flow GPT, Service GPT, Commerce GPT, Tableau GPT, Apex GPT.

What is CRM Integration? Tools and Examples for Your Business

Customer data is among the most crucial resources a business can have. It helps you analyze and understand the current and prospective customers, enabling you to deliver more personalized products and strategize your marketing campaigns. However, collecting, managing, and aggregating customer data is never easy. And that's where businesses integrate Customer Relationship Management (CRM) systems to help centralize multiple information streams, databases, and other systems.

Modern, Secure Data Access with Egnyte and Salesforce

Every sales and marketing interaction — regardless of where it happens — generates data. Every note written on a salesperson’s computer and every contract or presentation that is uploaded into a CRM system produces valuable signals sales teams use to secure leads and close deals.

The Essential Guide to CRM Data Loss Prevention in Salesforce

As with most SaaS applications, within Salesforce it is your organization’s responsibility to determine whether Salesforce’s default security settings meet your specific security and compliance obligations. Read this online guide, for free, to learn about the problem of data exposure in Salesforce and how to ensure compliance with HIPAA, PCI, and other leading industry standards while storing sensitive data in Salesforce.