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Recent Posts on Salesforce CRM Integration

Salesforce Mobile Boosts CRM and Marketing Automation Effectiveness, Drives Customer and Prospect Engagement

Posted by | Salesforce CRM, Salesforce CRM Integration, Salesforce Mobile, Salesforce1 Platform | No Comments

State of Salesforce: Increase in Mobile Investments

From push notifications to social media alerts and a myriad of opportunities in between, mobile marketing is here in a big way. It’s easier than ever now to find and engage prospects, store and manage contact data, and promote your business through the digital channels your audience prefers. In keeping with this trend, in November 2013, Salesforce released its Salesforce1 Mobile App, a social, mobile, and cloud customer platform designed to connect apps, employees, partners, products and devices across enterprises. While the organization has always sought to stay ahead of the curve through cutting-edge innovation, a recent surge in user adoption for mobile devices is revealing how Salesforce’s applications can be leveraged to transform CRM efforts into automated, streamlined tools for customer and program management. Read More

Hosted Salesforce Integration Maintains and Streamlines Existing Practices for Enhanced Functionality

Posted by | Salesforce CRM, Salesforce CRM Integration, Salesforce1 Platform | No Comments

Tokara's Hosted Salesforce Integration Streamlines Existing Practices

As noted in last week’s posting, Tokara’s new Hosted Salesforce Integration Services take the guesswork out of deploying your new CRM solution. Not only do we take care of the advanced programming and development required to fully implement the solution into your business environment, our services allow your teams to maintain their existing practices and consolidate disparate operations across your organization into a single, cloud-based location within Salesforce, so any employee, from purchasing to marketing, can access department-specific data from any location, at any time.

Our seasoned, certified Salesforce engineers and developers use Microsoft SQL Server Integration Services (SSIS), an enterprise-level data integration and transformation platform, to drive the integration processes. They use SSIS to write source components that connect to custom data sources, then supply information from these sources to other components in a data flow task, consolidating functions for simplified control. The result is an all-in-one application that merges the new and innovative features of CRM with your trusted best practices, because there are more than likely some procedures you want to continue even after the jump to Salesforce is complete. Read More

Hosted Salesforce Integration Services Seamlessly Integrate CRM Functionality into Existing Business Processes

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Tokara's Hosted Salesforce Integration Services Integrate CRM Functionality into Existing Practices

Making the transition to a new Salesforce CRM implementation is a journey—one that begins with the decision to purchase and implement the robust solution into your team’s daily activities. But whether you’re implementing Salesforce as part of a total process makeover for your organization, or to complement existing processes and workflows, full integration can be a complex and potentially costly undertaking.

More often than not, we see customers going to Salesforce to augment, rather than completely replace, their existing business software and applications, which allows them to continue working in the same familiar and proven environments their teams already thrive in, while also enjoying the newly added Salesforce CRM benefits of dramatically increased visibility, enhanced organization and workflows, and accelerated virtual collaboration. To achieve these goals, it is critical that full Salesforce integration take place in a way that allows the merging of new capabilities with your current data and operations, providing the best of both worlds without sacrificing usability or functionality. Read More

Apex Code Features User-Friendly Design for Enhanced Salesforce Usability

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Apex Code Stored and Run on Platform

In last week’s post, we discussed the application of Apex Code in Salesforce deployment, looking at its ability to enhance the way employees use Salesforce CRM in client-side programs based in the browser versus the Salesforce server.  At the same time, it’s also important to understand some fundamentals around how Apex code works to fully realize the breadth of capabilities it offers developers, as well as the flexibility it brings to existing, proven applications already running in your organization. Today’s post explores some of the background on how Apex code works, and some common ways it is used in business settings.

To begin, Apex is a ‘strongly typed’ language, meaning that the programmer must declare the data type of a variable when that variable is first referred to — data types include standard selections such as Integer, Date, and Boolean, as well as more advanced types such as lists, maps, objects and sObjects. Designed to be simple to use, Apex code has roots in familiar Java syntax, featuring recognizable elements such as Salesforce Object Query language (SOQL) queries, Data Manipulation Language (DML) operation, control structures, arrays, and variable declarations. Read More

Apex Code Customizes Client-Side Programs for Enhanced Functionality & Ease of Use

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Apex Code Stored and Run on Platform

While the powerful collaboration and content management tools offered by Salesforce are widely known, there are also aspects of the solution that users might not be as familiar with, specifically the capabilities available within the Salesforce Platform. One such feature is Apex code, which enables developers to customize current solutions to work in a web environment. As industry-leading Salesforce consultants, Tokara Solutions can help your developers realize the full potential of Apex code to transform existing best practices into robust online solutions accessible in the virtual sphere.

Enhanced Customization

Through platform integration, employees can design custom applications in cloud-based, multi-tenant web environments, providing greater flexibility and on-demand mobility than traditional client-server-based solutions. Within the platform, users can opt to either customize ready-to-use applications, such as Service and Support, with unique menus, layouts, and fields, or develop entirely new applications mapped to specific business needs and objectives. Read More

Visualforce Delivers Robust Developer-Driven Control with Maximum Design Flexibility

Posted by | Salesforce CRM, Salesforce CRM Integration, Salesforce1 Platform | No Comments

Visualforce Helps Users Create Tailored Interfaces for the Platform

As industry-leading CRM consultants focusing on Salesforce solutions, Tokara Solutions can help you optimize your systems and maximize your investment in Salesforce, from its primary components like Sales Cloud and Service Cloud to frameworks that amp up CRM capabilities, like Salesforce Visualforce and APEX.

Following on last week’s posting introducing some basics of Visualforce development, today’s will look at a few of the ways Salesforce Visualforce streamlines and simplifies the development process, as well as how it delivers powerful control to developers, coupled with unparalleled design flexibility. Read More

Visualforce Delivers Dynamic User Interfaces to Custom, On-Demand Applications

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Visualforce Helps Users Create Custom Interfaces on the Platform

As industry-leading CRM consultants, Tokara Solutions is perfectly positioned to help your organization make the most of its investment in Salesforce, from its major modules like Sales Cloud and Service Cloud to frameworks that help drive its capabilities. Today, we’ll look at how Visualforce can be used within a Salesforce1 solution to add an extra layer of customization to mobile application development.

Using the Salesforce1 platform, users can create custom mobile applications that automate business processes for greater collaboration, flexibility, and accessibility than manual or desktop-controlled systems. Visualforce, its component-based framework, enables developers to take this capability further by creating unique user interfaces featuring wizards, navigation patterns, and data-specific rules that can be hosted natively on the platform. Tokara Solutions can help your team harness this ability to create dynamic solutions that not only facilitate smoother business transactions, but automate processes for easier team collaboration. Read More

Salesforce Marketing Cloud – Maximize the Impact of Existing Campaigns & Fine Tune with Powerful Analytics

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Salesforce Marketing Cloud Nurtures Client Relationships

As noted in last week’s blog posting, the Salesforce ExactTarget Marketing Cloud enables you to create new, dynamic, personalized marketing content with just a few clicks. But just as important, it also helps you maximize the impact of your existing campaigns, including static websites, and to optimize campaign effectiveness using data gained from the solution’s analytics capability.

The powerful analytical tools in Salesforce Marketing Cloud provide insight on your customers’ page activities, including how long they visit your site, what products or services they click on, and how often they return. Your team can then use this knowledge to design individual profiles and personalized product recommendations based on user preference. Read More

Salesforce Marketing Cloud Personalizes Client & Prospect Interaction with Rich 1:1 Experiences

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Salesforce Marketing Cloud Nurtures 1:1 Client Relationships

In today’s ever-changing, always-on world, dynamic marketing is essential to capture new customers and engage existing ones for continued business. While traditional marketing campaigns focus primarily on one message distributed to mass audiences, today’s changing client landscape requires a more customized approach—shifting the focus from what your organization can offer, to specifically how its offerings can be applied to your customers’ individual needs, preferences and business objectives.

To that end, the Salesforce1 platform features the ExactTarget Marketing Cloud, a dynamic tool that allows your team to design and deliver marketing materials personalized to your audience, taking into account their online preferences, including web activity and social media interactions, for a richer customer experience. Read More

Salesforce1 Platform Transforms Ideas into Business Innovations, Now Faster than Ever

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Salesforce1 Platform Allows Users to Create Custom Apps that Draw Customers

A cornerstone of Salesforce1 is its adaptability and flexibility, allowing users to maintain their existing operating systems and software while harnessing the organizational power and robust management features of the Salesforce CRM platform. But we all know that in reality, some business cases go beyond familiar tools, calling for the development of solutions specific to the needs of your company, team, partner, or product. The Salesforce1 platform enables workers to take these custom designs developed within CRM and turn them into cloud-based mobile applications accessible from any location in native, HTML5, and hybrid formats.

From sales and marketing to inventory and billing, more than four million custom applications have already been developed through Salesforce1, and today’s blog examines how your organization can harness this on-the-go accessibility, turning ideas into innovation faster than ever before. Read More