Nexell Blog - Customer Relationship Management, Technologies and Methods


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

Why Salesforce’s New Dynamic Forms and Actions Are a Game-Changer

Time Tracks and Project Summary Tabs
Author: Daniel Darugna - Project Manager at Nexell The Challenge Have you ever considered that your Salesforce CRM might have a complex page layout or a layout that does not suit and support every user’s or user group’s main purpose and work?Or have you ever had the feeling that your Salesforce users are losing too much of their time finding the right information on a page? Is this slowing down their speed at work?Does it seem like your sales team is spending more time navigating Salesforce than closing deals?If you answered yes to any of these questions, this article is for you!You, as a company, strive to work as efficiently as possible towards your business goals. Ordinarily, company leaders and managers firstly seek to improve and streamline processes and choose the right tools to improve efficiency, reduce administrative work, increase productivity, and improve the converted lead and closed deals ratio.When you have...

The change management Russian roulette

Author: David Derrier - Nexell Operations Manager Change management & CRM: Why should you care?   Change management is quite often a misleading concept, as many organizations ignore the risks of not properly anticipating, managing, and monitoring the change. defines change management as the methods and manners by which a company describes and implements change within its internal and external processes. In the context of CRM implementations, we have seen over the years that many organizations expected things to happen by magic, both technically and organizationally. In small to mid-sized organizations, management often minimizes the role of change management and does not realize that project success can be highly compromised. What about you? Do you really want to play Russian roulette with your project? Even with the best technical solution and features, organizations can fail on projects and limit the operational impact. The main goal of a change management approach is...

Prevent And Manage Duplicates in Salesforce

Author: Francesco Scariolo - Nexell Senior Consultant. Why you should care about the unicity of your data After completing this read, you’ll be able to:Understand the impact of duplicated data in a systemUnderstand best practices for keeping the level of duplicates at the minimumGet more details at a dedicated Webinar that you can follow live on May 11th or watch its video recording later on on our Youtube channel.         All data can contain duplicates. In this article, we are going to focus on Account duplicates. The same concepts can be applied and contextualized to other objects as well, i.e., Contacts, Leads, Products, etc. Duplicate Accounts Lisa and Sam just faced it (watch the video again) Duplicate data is a nightmare for all users, including sales users, service users, super users, and admins, as well as you!As a comparison, data are the ingredients in your recipe, while the recipe itself is...

"Up or Downdate - Get control of your sandboxes"

Author: Steeve Seidel - Nexell Senior Consultant.I love playing with single-board computers, Raspberry, Arduino, ESP32. Reverse-engineering is complex and exciting. However, you need a lot of tries before you get anything to work. For example, as I started with my home-automation, I bought a domotic box. The beginning was nice and interesting but soon I could not do the scripts I wanted. I could not make a backup or restore anything if I had a problem, and if I did not have an internet connection, nothing worked (which was not really great for home automation). Then I started to install software on Raspberry (a small single-board computer). I spent a lot of time before it worked as I wanted it to. Then, when everything worked fine, I tried to follow the update process, updating the operating system and the software itself. The updates were fast and worked perfectly until one update broke...

"To Lead or not to Lead" that is the question?

Author: Steeve Seidel - Nexell Senior Consultant. Once upon a time, long ago, I started one of my first Salesforce projects. One of the requirements was quite easy: “As a user, I want my customer to be able to register on my website for an event in Salesforce and to follow the response send back”. Yeah, you are probably thinking like I was at this time. So, I set up a campaign, Web2Lead, that generated a beautiful landing page. Yes, I was proud. The customer added the necessary contacts and leads in the campaign and sent the invitations by email with the request to register for the event on my landing page. Then the registrations came back and we followed the process very carefully. Everything was working as expected except for the fact that new leads were coming in and the status of the old ones did not change.  Of course,...

"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 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...

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