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Blog

Welcome to our constantly changing world of CRM, salesforce.com and technology news, expert articles, updates, reviews & opinions.

"Tick-Tock, time goes by, so slowly..."

Author: Steeve Seidel - Nexell Senior Consultant.I write this article with two friends in mind. The first one always needs estimations. The second one never wants to give any. The best part is that I am in the middle and I need to find a way to satisfy both. As you can probably guess, the subject of this text is estimations, and it may be controversial. The one way Why are estimations needed, and why are they also not (really) helpful? Let us try to answer this excellent question. When a customer would ask me, "How long do you need to create an automation that will copy the value from field A to field B every time the value changes?”, I would think about it for 2 minutes and then say, "Ok, creating a workflow rule, creating an action, testing in Production, this is easy. Probably less than 30 minutes." So,...

The advantages of using FormTitan as your document generation application




















Author: Roxana Anderson one of our Nexell Consultant. Why is document generation key when using a CRM? Being able to engage with your prospects, clients, donors, employees is important for every company that wants to be successful. “Thank you” letters, invoices, contracts, newsletters, surveys are examples of the communication a company produces. It is important that these documents:   look professional and reflect your company’s branding   display the correct information   can be sent through various channels of communication (email, post services)   are created automatically These are some of the high level document generation requirements where Salesforce, as the CRM system and FormTitan, as the document generation application, have proven their proficiency and swiftness with our clients. Take a look at this amazing success story: “Swiss QR-Bill and payment slip, with salesforce and Formtitan - our client ZVB did it” Why choose FormTitan as your document generation application? FormTitan is...

"A different approach to customer relationship"

Author: Steeve Seidel, Salesforce Consultant at Nexell GmbH Veni, Vidi, Vici These wise words were said by an emperor (Caesar) to explain how he won/conquered. What do they mean and why are they relevant? We do not want to conquer a project, but we do want to do our best on the project. We not only want a happy customer but we also want to win the project WITH the customer. As a consultant, I will never be able to vici (win or bring a project to its best completion) without having been by a customer (veni) or having understood the customer (vidi). "Veni" - part 1 First, to understand a person, you need to know him/her. How can you do this? Is a phone call enough? Honestly, I love working from home, but nothing - really nothing, including your beloved webcam - can replace a handshake and a coffee (or...

Swiss QR-Bill and payment slip, with salesforce and Formtitan - our client ZVB did it

Author: Julianne Teber, Salesforce Consultant at Nexell GmbH The time is here & the time is right. It’s perfect timing! Zugerland Verkehrsbetriebe (ZVB) who is already using Salesforce’s Service Cloud for Case Management, wanted to enhance their system with one more App called “Incidents”. They are one of the first companies and especially the first FormTitan client using the new Swiss QR-Bill which went live at the end of June. All based on salesforce.com and FormTitan of course. First invoicing round was done July 1st, 2020. What is the App “Incidents” for? Why is it connected to QR-Billing?  As ZVB is a public transportation company, they send out their personnel to check if passengers are using public transportation means in the canton of Zug legally - which basically means, did they buy a ticket and the right ticket? As you know, there are people who get caught when they did not purchase...

Our Top 3 Salesforce Summer ‘20 Release Features

Author: Patrick Ernst, Salesforce Consultant at Nexell GmbH

Salesforce is clearly the best CRM tool in the market when it comes to boosting Sales efficiency, taking Marketing  to the next level and making the most out of your customer data.  

Just this June Salesforce was named again the leader in the Gartner 2020 Magic Quadrant for CRM Customer Engagement Center with no other competitor being able to challenge its completeness of vision and execution abilities.

Data migration: (7) mistakes to avoid

Author: Julien Le Dantec, Senior Consultant at Nexell GmbH

Migrating data from your legacy system(s) to Salesforce can be a bit of a bumpy road. While the platform can automate many tasks, no amount of Salesforce “magic” will replace your involvement during this phase. 

To help you avoid the many potholes along the way, we want to share a list of common pitfalls you could fall into and how to safely bypass them.

7 tips for acing your next Salesforce certification

If you are reading this article, it means that you are already thinking about becoming a Salesforce certified professional. But do you know why? Here are the 3 main reasons why people seek this certification:

Specifications design: a pre sales activity. Really?

Why bother with specifications before kicking off the project?
We all agree on the fact that starting a project without any specification is not far away from suicide. On the one hand, consultants and system integrators often expect customers to produce and document these specifications, but on the other hand customers might not have time, skills or willingness to do that.

Lightning switch: do’s and don’ts for a successful transition





As you all know, Salesforce released its revamped interface a few years ago to enter a new product era. Until now, admins could choose to activate it or not, but Salesforce is increasingly enforcing its adoption. In October 2019, the switch will be automatic, although Classic should still be available. We wanted to share a few tips with you on how to take advantage of this transition. Why to opt for Lightning You might have read our past article on our client’s top 5 reasons for switching to Lightning. If not, take a look at it. On top of that, there are two fundamental aspects that you need to take into consideration. Mobile first If you are a Salesforce user, you probably know that the Salesforce mobile app is a key differentiator, and that its interface is very close to the Lightning version on a browser. At Salesforce, one of the...

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