Salesforce / ERP Integration happens using an integration platform or a middleware solution that bridges the two systems. The integration platform allows you to easily map the data fields from one system to the other to share and update the information in real time.
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Every salesforce admin needs a well-stocked toolbox of easy-to-use apps that make their job easier. At Cloud Next Level, our team of admins has plenty
Fathom used Salesforce as their CRM. They also used spreadsheets and an external business analytics tool for their reporting. Fathom was referred to Cloud Next Level through the Salesforce ecosystem. The initial goal was to reproduce external sales, pipeline, and account plan reporting inside of Salesforce.
Are you thinking about Salesforce as your primary CRM? Already decided on Salesforce and looking where to start? Congratulations! Not only in joining the world’s