Articles tagged "Operations"

What is a Salesforce custom object?

Learn how to create a custom object in Salesforce—and why you might need to.

Improve customer retention with these automation ideas

Get the workflows that make your customers feel valued and keep them coming back for more.

4 ways to automate Productboard

With automation, you can build seamless product management systems to ensure you're getting the most out of your tech stack.

Boost company-wide efficiency with automation

You can scale your business-critical workflows without growing your team. Here's how.

Streamline work across departments with automation

When you bring Zapier into the mix, it's easier to streamline work between different teams. Here are the top workflows you can automate between your departments.

What are tasks in Salesforce—and how do you use them?

Learn how to make the most of this small but powerful feature in Salesforce.

How to automatically enrich your lead data for better personalization

Automating data tracking across apps allows you to send personalized messages throughout a lead's lifecycle. Learn how you can instantly capture and store data from your forms, customer calls, email campaigns, and payment platforms.

Robotic process automation: RPA meaning and how to integrate it into your business

Robotic process automation is a software solution that uses artificial intelligence or programmed digital bots to automate tasks on behalf of human workers.

What is business process automation (BPA)?: Definition and tips

Business process automation helps companies increase efficiency by using software to automatically handle recurring tasks. Here's how to do it.

AIOps: What is it and how can you use it?

AIOps is short for artificial intelligence for IT operations. See how you can use it to streamline these processes through automation and machine learning.