Nexell Blog - Customer Relationship Management, Technologies and Methods

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

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

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Time Tracks and Project Summary Tabs
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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...

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...

Nexell & Powercoders “Impacting lives by teaching how to code”

Powercoders & Nexell - Our joint efforts to help a good cause make a breakthrough

"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,...

USZ Foundation & Nexell - together they master the multitude of demands of the economical and digital challenges of the year 2020

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Corinna Adler USZ Foundation Nexell Managing Digital Challenges in 2020
Looking back to a great year of close collaboration and partnerships with our customers and Salesforce in 2020, we are pleased to share USZ Foundation’s successful digital journey and their valuable contribution to care and prevention during the pandemic.USZ Foundation’s overall goal is to promote medical innovation at the University Hospital Zurich. Especially with their topical initiatives to support the community in Zürich, they set a great example in these trying times of Corona by providing support for doctors and nurses, pandemic related education and retraining of staff as well as for R&D work on the coronavirus.USZ Foundation has grown rapidly and quickly outgrew the tools they started out with. After running an internal project with an independent consultant to objectively look for improvements, it was essential that they implement a CRM solution to streamline processes, enable team collaboration and maximize the benefits available from existing data while they reduce manually-intense...

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...

“How much “digital” is needed?”

LIVECAST How much digital is needed 20 May 2021

“How much “digital” is needed?”

Building sustainable business relationships by leveraging opportunities in a context of crisis - LIVECAST - NEW ON 20 May, 2021

"Meet Julien Le Dantec - Our first Salesforce Cloud Futura Solution Engineer."

We would like to congratulate Julien Le Dantec for becoming the first Nexell’s Salesforce Cloud Futura Solution Engineer. What is cloud Futura? The Cloud Futura Program allows Salesforce key specific partners to send one of their employees who will then become part of the Salesforce's solution engineer team, after a few month program and a certification, it will help them develop a close collaboration  to allow the acquisition of new customers and projects. Nexell chose Julien to become a member of the Salesforce solution engineers group. How does the program work? The program is spread over a few months and will give the participants a technical understanding of Salesforce to be able to create and give live demonstrations. It will provide prospects with a clear idea of their future solutions, through a story telling demo based on use case scenarios. The principal objective is to bring additional support in the pre-sales...

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