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Published Date: November 18, 2022
How to Map Fields in Salesforce

In the early days of customer relationship management (CRM) and contact software, it was a nightmare when a company changed names or merged with another business — thousands of records would have to be manually updated to

Published Date: October 27, 2022
How to Use Field History Tracking in Salesforce?

Every salesperson’s worst nightmare is making a customer or account record mistake that causes a problematic data mismatch or error. The stakes are even higher for large organizations with numerous records: there may be multiple people

Published Date: June 26, 2022
Field Service Optimization: Everything You Need to Know

One of the most valuable applications Salesforce offers is a field service optimization module that can digitally transform your entire operation — and create a better experience for your customers to make those relationships more

Published Date: October 14, 2021
Inovi is Proud to join Pledge 1%

Inovi Solutions is honored to join Pledge 1%, a global movement that encourages businesses to donate their time/product/profit/equity to make a positive social impact in their communities. We have committed to donating 1% of our staff time

Published Date: September 16, 2021
Salesforce QuickBooks Integration (A Step-by-Step Guide)

Accounting and marketing/sales are two of the core operations of any successful business, and it’s vital for companies to integrate the critical systems that support those functions. Giving your

Published Date: January 25, 2021
The Best of Both Worlds: Our Hybrid Agile Waterfall Approach

There are many fans of Waterfall project management, and rightfully so. Waterfall’s linear approach with extensive stakeholder engagement and input at the start of a project

Published Date: December 17, 2020
What Good Development Resources Looks Like

As any developer can attest, large and complex development projects can quickly turn into nightmares. The lead developer suddenly quits to take a job at another company across town, and it takes weeks to onboard a replacement. A fire drill

Published Date: September 28, 2020
How to Avoid Disaster with Workflows & Triggers

It’s every developer’s nightmare. Declarative visual tools like Workflow rules, which can save valuable time by automating time-consuming business tasks such as billing or updating contact records when a company changes its name, can

Published Date: September 20, 2020
Five9 Integration: Use Five9 Call Recordings in Salesforce

Five9 is a great CRM augmentation tool for Salesforce as it captures customer calls and provides agents with profiles, sentiments, persona and next best action features that make them more effective at their jobs. But many orgs

Published Date: September 15, 2020
Introducing Our New Name and Look: Inovi Solutions

Five years ago, I started a strategic IT and Salesforce consulting firm to help other companies eliminate the stress of designing and implementing complex technology projects. My vision was for Inovitio to serve as a true business

Published Date: March 23, 2020
How to Do Salesforce Integration with Outlook (A Quick Guide)

The world’s #1 CRM platform can seamlessly integrate with almost any third-party software or platform to give your team superior flexibility, productivity and competitive advantages that can

Published Date: January 12, 2017
Salesforce Lightning vs. Classic (Compared by Experts)

Not sure whether you should switch to the new Lightning experience? Check out this comparison of Salesforce Lightning vs. Classic from the experts. Salesforce integration with Outlook is an important connection to maximize your cloud-