We are avid users of Salesforce, Quickbooks Online, and Breadwinner, and these three tools play a crucial role in our daily workflow. If you’re a Quickbooks Online user who also...
Latest Posts by Chris Eustace:
Having integrated Stripe and Salesforce many times before, we recently came across a use case to integrate TaxJar and Salesforce Billing. Salesforce Billing is an add-on package that inherits key records...
In 2015, Salesforce released its new Lightning experience with the goal to reduce the barrier to entry. As with any new software, there were some growing pains.Flash forward to 2023,...
As many of you know, salesforce is now retiring their Outlook Connector for salesforce How does Einstein Activity Capture compare to how Outlook sync works? Are there any additional costs?...
Are you in the medical or Healthcare industry and are currently using salesforce.com? We’ve recently worked with a few medical tech companies that are and had the need to integrate...
Somehow, we’ve hit a big milestone here. 10 years ago, I quit my job in corporate America. It all started by responding to salesforce craigslist ads, hanging flyers in the...
With the proliferation of the internet and user-submitted reviews, there have been some mixed opinions on if they are good or bad for business. Many business owners complain that, on...
In this example what we’re highlighting is the ability to send text messages directly through the salesforce interface leveraging the ZipWhip service through their API backend. Problem: The problem we...
Advologix, a salesforce.com based CRM for Law Firms certainly does a lot of things right. From Matters to Case Management, logging time, through full cycle reporting if you’re a law...
Having used salesforce for over 10 years, we’ve become accustomed to using salesforce the way it always has been. We have clients ask us all the time “when should I...