Categories
Marketing Platforms and CRM

Client / Account Management in Pipedrive [Video]

Need help setting Up Pipedrive? Fill out our inquiry form: https://webforms.pipedrive.com/f/2ZaDyt02dABOoWk5dFimB0CInJoEwQk4fUnqa78HBiNYxHbX3qpqp4v4Z4FnztZ3tTry Pipedrive for free for 30 days (affiliate link): https://app.pipedrive.com/affiliate/pdp-isales-solutions?utm_content=copy_text&utm_medium=partners_program&utm_source=iSales%20Solutions&utm_term=pdp-isales-solutions Visit our Website: https://www.isalessolutions.comOur tutorials are created with Loom. Try it for free here (affiliate link): https://loom.grsm.io/isalessolutions

Categories
Marketing Platforms and CRM

CB Linked Server Demo – Connect Salesforce to SQL Server or another external database [Video]

In this demo, we are going to see how to export contacts from the Salesforce CRM to a database without coding and in a couple of minutes. The same solution can be used to cover other export or synchronization scenarios involving Salesforce (the sync can be unidirectional or bidirectional). The example presented in the demo involves ensuring both Salesforce and a database in Microsoft SQL Server Management Studio have the same list of contacts, in effect creating a bidirectional sync. The solution is very fast and efficient. It is based on the Connect Bridge integration platform, SQL Server Linked Server and a few stored procedures. By using a Linked Server this way, you can connect Salesforce to your database in SQL Server or to your bespoke software, without having to learn any API and without coding (using T-SQL only). This strategy also works well for legacy software or legacy databases. In fact, you can use a similar approach to get data: ‣ From Salesforce to your on-premises Microsoft SQL Server (or the other way around) ‣ From Salesforce to your legacy application (or the other way around) ‣ From Salesforce to SAP (or the other way around) ‣ From Salesforce to data warehouse (or the other way around) ‣ From Salesforce to Postgres (or the other way around) ‣ From Salesforce to MariaDB (or the other way around) ‣ From Salesforce to MySQL (or the other way around) You can also use the Connect Bridge platform to, in Salesforce, migrate data from one org to another (for example, to migrate metadata from one org to another) Finally, it is important to note that in all scenarios, If you want to use a programming language of your choice (C#, Java, Python, or many, many others), this is also possible with Connect Bridge. ————————————————— ✅ Get a free 15-day license https://www.connecting-software.com/connect-bridge-sign-up/ 📍 Product Page ▶ Connect from any database to Salesforce https://www.connecting-software.com/database-salesforce-sync/ ————————————————— ▶ Connect Bridge – The ultimate software integration platform https://www.connecting-software.com/connect-bridge/ ————————————————— 📍 Reading Material ————————————————— ▶ Legacy system modernization: where do I start? https://www.connecting-software.com/blog/legacy-system-modernization-where-do-i-start/ ————————————————— ▶ Leading Swiss Energy Service Company builds advanced data exchange based on Connect Bridge https://www.connecting-software.com/blog/swiss-energy-service-company-advanced-data-exchange-connect-bridge/ ————————————————— ▶ JAVA DEVELOPERS: Talking to Microsoft Dynamics in your Java code https://www.connecting-software.com/blog/talking-to-microsoft-dynamics-in-your-java-code/ 📍 Contacts ————————————————— ▶ Email: [email protected] ————————————————— ▶ Contact Form: https://www.connecting-software.com/contact/

Categories
PPC Advertising

How to increase conversion rate shopify 2022 [Video]

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