FuseIT Perspectives

 

FuseIT views the world from a unique integration perspective. Read our articles to see how we think!

 

A website's role is to promote your brand and gather leads! The leads are typically sent from a web form to a CRM (eg. Salesforce or Microsoft Dynamics) or a marketing automation system (e.g. Salesforce Marketing Cloud or Pardot). This article looks at the importance of the lead creation process in the context of Sitecore forms. It is important that implementers understand the ...

Many years ago in this neck of the woods (down under), the term Claytons was commonly used to refer to something that is but isn't! The term came from an advertisement for a non-alcoholic beverage that claimed Claytons was, "The drink you are having when you are not having a drink". In a way, Salesforce Data Exports are a Claytons in that they don't actually get any data out o ...

Sending Sitecore web form submissions to your CRM is the primary objective of many websites. It's very important then, that the lead capture process should be flexible, scalable, easy to configure, and graceful in failure.  FuseIT's new Sitecore to Microsoft Dynamics 365 integration (S4D) benefits from over 12 years of experience mapping Sitecore forms to Salesforce. First and ...

Micro Focus Content Manager will be with us for many years yet. The constant stream of new features, significant user base, volume of stored documents, and lack of competitive alternatives guarantee it! The overarching reason, though, is that if it works and if it ain't broke, don't fix it. The hype around cloud computing has some companies considering migrating to a cloud EDR ...

Micro Focus Content Manager, previously called TRIM and HP Records Manager, is an EDRMS playing an important role in many organizations. In software terms, Content Manager has been around a long time. Due to its popularity and the volume of information it stores, it will be with us for a long time to come. Organizations often need new features, seek efficiencies, and require i ...

Many users see document management as a chore that obstructs and diminishes their productivity. Filing forces users to abandon their current thought stream (or context) and adopt a different mindset to classify and categorize documents. Some systems use automation workflows, machine learning, and other techniques to aid the automatic classification of documents. In a Customer ...

How do we make sophisticated record management systems easier to work with? One way is to wrap them with a modern technology everyone loves to use. This article looks at the benefits of wrapping Micro Focus Content Manager (CM) with Salesforce. Every business document is associated with someone or something. It is usually a person, organization, product, or interaction. These ...

A customer journey is a time-ordered list of interactions a customer has during the sales process. Understanding the journey helps create a seamless customer experience by identifying and fixing pain points. This blog looks at how the features of Sitecore, Salesforce, and Salesforce Marketing Cloud can be used to accumulate information and create an end-to-end customer journey. ...

Personalize, personalise, smersonalize! Customers often ask what they should personalize on - I've just had an email with this very question. I reply that it depends on your objectives and launch into a bedazzling diatribe that intends to simplify but usually confounds. One personalization criterion that is usually overlooked is an obvious one - the field values on a web form. ...

Salesforce has several ways to store files including features and tabs like attachments, files, content, chatter, documents, and knowledge. Salesforce allocates around 10GB of file storage per org plus an allocation of 2GB per user license. This means a company with 200 licenses gets about 410GB of file storage (or 410,000 x 1MB files). That's a lot of reading but, for many rea ...