Your Business Needs A CRM

5 SIGNS YOUR BUSINESS NEEDS A CRM SYSTEM

Are you considering having a CRM but you’re not sure if your business is ready to make that investment decision – Here are 5 signs your organisation needs a CRM system: 1. You have no single customer data repository Your sales and customer service agents are getting overwhelmed using spreadsheets,

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Advantages of Cloud CRM

ADVANTAGES OF A CLOUD CRM

There are numerous cloud CRM systems today in the technological market but Salesforce initiated the cloud CRM system concept in 1999. Cloud computing upended the traditional on-premise model, dramatically cutting costs and reducing risk. Salesforce has refined data centre operations and helped the cloud computing industry develop to its current

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Scenarios to Consider Resco for Salesforce

It was on a trip to California, after visiting a wine tour vineyard, that I first realized I was not afraid of heights but rather of depths. The most recent reminder was at the rope bridge on the tour of the famous show “Game of thrones” in Northern Ireland. One

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Why you need Salesforce-Resco Implementation partner

Imagine you work with a non-profit organisation that already has Salesforce Non-Profit Success Pack and has selected Resco to support its offline capability need. You have a small team that provides the day-day IT support your organisation needs and a team member suggested bringing a Salesforce-Resco partner onboard. You are

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How to validate forms in Resco

In our previous blog post, we briefly mentioned ways to validate data on your Resco form. This blog shows you how to validate your forms on Resco. There are two types of validation – unconditional and conditional validations. Unconditional validation is enforced to ensure data completeness. For example, you may

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When to Use Recurring Donation vs Opportunity Payments

Have you ever wondered whether to use recurring donations or opportunity payments when capturing donations in the Non-Profit Success Pack? This blog posts suggests three questions you should consider before selecting an option. If you are short on time, this diagram below conveys the key message. These are 3 Questions

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