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ParaConnect for Salesforce

Does Salesforce keep the most up-to-date information about your Accounts? Do you limit access to your Portal for only ‘active’ Accounts? If you answer YES to both questions, then you’ll be interested in this tip.

In Salesforce, the status of an Account is typically stored in a custom field on the Account record. That status is then reflected in Parature by an SLA or custom field. When an Account becomes inactive or canceled, the Salesforce record is updated. By default, ParaConnect for Salesforce only updates the Parature Account and Customer records if the corresponding Salesforce record was updated since the last sync. So how can translate the status change to the Customer records in Parature? The answer comes in the form of Salesforce Triggers.

The trigger for this scenario is will execute when a Salesfoce Account record is saved. It will proceed to “update” all Customer records that are associated to the Account record that was modified without actually making any changes to the Customer records. Read more »

Parature Announces Integration with Microsoft Dynamics CRM

We announced today integration between its well-known customer service software suite and Microsoft Dynamics CRM. Parature’s integration, named ParaConnect for Microsoft Dynamics CRM Online, offers a customer service suite for Microsoft customers. This integration provides their customers with a one-stop shop for all their service and support needs, leading to greater all-around customer satisfaction.

“This new solution highlights how the flexibility of the Microsoft Dynamics CRM platform enables rapid innovation from Microsoft partners like Parature,” said Brad Wilson, general manager of Microsoft Dynamics CRM at Microsoft Corp. “The combined solution provides a great customer experience for new and experienced users alike.”

“As a leader in on-demand customer service software, we are delighted to enter into a partnership with such a distinguished company as Microsoft, a proven leader in online CRM solutions” said Parature Founder and Chief Strategy Officer, Duke Chung. “Parature continues to develop partnerships and integrations that improve the efficiency of customer support and the customer experience. ParaConnect for Microsoft Dynamics CRM Online opens a new world of visibility and intelligence for organizations and reflects the commitment we have to our partners and customers’ success by providing the smartest, most efficient way for businesses to deliver great customer experiences.”

To learn more about this integration, please email microsoftintegration@parature.com.

Parature Twitter Integration

Parature’s social media integration with Twitter empowers organizations to efficiently monitor tweets for proactive response and an improved customer experience.  Social channels such as Twitter provide an open forum for customers to air their grievances, give praise or simply inquire about an organization’s products, services or support.  These customer sentiments and inquiries are valuable sources of information that can be collected, measured and acted upon.   Read more »