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Articles & Books From Marketing Software

Article / Updated 01-19-2020
Salesforce comes packed full of great tools to help you win more deals, get more leads, and provide better customer service. This brief guide will help you understand how Sales Cloud, Marketing Cloud, and Service Cloud help make you more productive and efficient. How to use Sales Cloud to win more deals Sales Cloud helps companies increase their sales success in a number of ways.
Article / Updated 01-19-2020
Salesforce has an easy-to-use wizard that steps you through importing your Campaign Member updates, Leads, Accounts, Contacts, and custom objects. If you’re a system administrator or you have the right profile permissions, you can perform these tasks for your users.For other objects’ legacy data (such as Opportunities, Cases, and Activities) that you want to have in Salesforce, you have to enter information manually or use the Data Loader, which is a data import and export tool that comes with Enterprise and Unlimited editions to automatically migrate data into Salesforce.
Article / Updated 01-16-2020
If your company’s instance of Salesforce is just a few years old and the Lightning Experience is enabled by default, congratulations! You have a fairly young instance of Salesforce, and hopefully the guidance we’ve given you in this book can ensure your Salesforce customizations use best practices that will scale for the future.
Article / Updated 01-16-2020
As customers, employees, and partners began building custom Salesforce applications (or apps), some bright person came up with an idea: Wouldn’t it be great if other customers like you could simply try, download, and install these custom Salesforce apps without having to build them on their own? iTunes uses the web to distribute music, so why shouldn’t enterprise applications work the same way?
Article / Updated 02-04-2020
Salesforce.com drives much of its feature updates based on its existing road map and requests from customers just like you. A few times a year, Salesforce.com comes out with a new release of its award-winning service. That’s the benefit of these cloud-based business applications, because the infrastructure isn’t maintained by you.
Salesforce For Dummies
Your easy-to-follow guide to the world’s leading cloud-based CRM software Salesforce gives your business an edge in tracking relationships and managing sales, marketing, customer service, and support operations. Salesforce For Dummies help you take advantage of key platform functionality and focus on making the most of its many features.
Article / Updated 12-29-2018
Microsoft PowerApps is a Software as a Service (SaaS) offering hosted in the Microsoft cloud on the Azure platform. Because most license plans for Office 365 and for Dynamics 365 include licenses for PowerApps, you’re likely already running PowerApps if you have Dynamics 365.PowerApps are a solid avenue for getting the most out of your Dynamics 365 subscription.
Article / Updated 12-29-2018
Let’s take a look at some core settings and features of Dynamics 365 Business Central as it comes out of the box. You start out this tour of Dynamics 365 Business Central by setting up your books by adding accounts to the chart of accounts, and then move to defining general ledger (G/L) account categories. Lastly, you take a look at specifying bank accounts for those accounts.
Article / Updated 12-29-2018
The main menu items for Dynamics 365 for Field Service are shown on the Tile Selector pull-down menu when you click the Field Service tile.To view the main Field Service-related menu items, follow these steps: On the black navigation bar at the top of the screen, click the down arrow to the right of the name of the module you’re in.
Article / Updated 12-28-2018
One of the best aspects of D365O, or Dynamics 365 for Finance and Operations, from a user perspective is that you can modify screen layouts without doing any computer programming — you can do this yourself without having to contact your IT department or system administrator. Your personalized D365O screen layouts affect how data appears on the screen for you.