Category Archives: Blog

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Blog

Salesforce for Insurance Agency Management

Jithin C
February 20, 2023 0 Comments
The management of connections between insurance firms and their agents makes agency management crucial to the insurance sector. This includes monitoring the sales and distribution of insurance services as well as activities like hiring, educating, and assisting agents. For insurance firms, efficient...
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Blog

How to bypass Salesforce login verification code

CONCLO Admin
February 16, 2023 0 Comments
Why do we need to bypass Salesforce login verification code? This is sometimes done during development for developer profiles so that verification code is not received. It is recommended to revert this change after the development is completed. In other cases, Business/client has specific business c...
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Blog

A Guide to Digital Transformation Strategy for SMB

Jithin C
February 05, 2023 0 Comments
Digital Transformation Digital transformation is essential in the current digital era. This is the process of employing digital technology to develop new or modify existing company processes and customer experiences to adapt to shifting market and business demands. In other words, redefining busines...
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Blog

Introduction to Salesforce Vlocity

Jithin C
January 23, 2023 0 Comments
The #1 CRM in the world, Salesforce, is determined to provide the best customer service possible. Salesforce aims to support a wider range of industries, including telecommunications, energy and utilities, insurance, etc. Due to this to offer solutions customized for specific industries, Salesforce ...
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Blog

Salesforce Integration: An Overview

Jithin C
January 09, 2023 0 Comments
Salesforce integration is the process of combining Salesforce’s data and features with those of another program to provide users with a unified experience. It enables you to offer the perfect balance of functionality from both platforms to your workforce. Users of Salesforce frequently struggl...
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Blog

The Future of Salesforce: Predictions and Trends

Jithin C
January 06, 2023 0 Comments
Summary In terms of managing client connections, Salesforce is a master (CRM). CRM software helps organizations, as you might assume, communicate better with both current and potential customers. The software can identify a company’s top leads and even provides suggested actions and next steps...
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Blog

Postman and Salesforce APIs

Jithin C
January 01, 2023 0 Comments
Salesforce offers a robust collection of APIs that enable you to interface your organization with other systems in a wide range of circumstances. All these APIs have extensive documentation, but how can you easily test them out on a specific organization, or better yet, on a variety of organizations...
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Blog

Introduction to Salesforce Consumer Goods Cloud

Jithin C
December 21, 2022 0 Comments
Companies are working to improve their customer interaction strategy to deliver high-quality and efficient services. The consumer products cloud was created by Salesforce to handle enterprises of various shapes and sizes. Salesforce Consumer Goods Cloud is a collection of cloud-based software techno...
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INTERNET OF THINGS (IoT) WITH CRM
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The Internet of Things (IoT) with CRM

CONCLO Admin
December 07, 2022 0 Comments
The Internet of Things (IoT) is a hypothetical extension of the web in which common things have network access and may transmit and receive data. It is a new paradigm that has transformed traditional lifestyles into high-tech ones. We are aware that humanity is working to make everything smart and i...
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Success with Salesforce Ohana | CONCLO Technologies
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Enabling the next generation to be successful in the Salesforce Ohana

CONCLO Admin
December 06, 2022 0 Comments
We recently had the chance to hear Mr. Marc Russell Benioff, speak about the Dutch Salesforce ecosystem “RefugeeForce”, during the Dreamforce 2022 Keynote wherein he shared a golden hoodie with Ms. Sima Samara. In recent years, Salesforce has launched numerous global initiatives, and we frequent...
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Best Practices to Promote Adoption of CPQ Implementation | CONCLO Technologies
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Best Practices to Promote Adoption of CPQ Implementation

CONCLO Admin
December 05, 2022 0 Comments
CPQ CPQ stands for Configure, Price, and Quote. Salesforce CPQ, as its name implies, works as an addition to your company’s Salesforce CRM to create a structured and uniform sales process. CPQ offers centralized access to all the company’s goods, services, prices, and client information...
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What is Salesforce AppExchange? | CONCLO Technologies
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Salesforce AppExchange: An Overview

CONCLO Admin
December 04, 2022 0 Comments
The Salesforce AppExchange serves as Salesforce.com’s marketplace for all things cloud computing, including cloud apps and consulting services. The Salesforce AppExchange is used by customers to access, download, and install apps. Users may find both free and paid apps on the Salesforce AppExc...
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