Cloud Computing
If you use Salesforce Enterprise Edition or Salesforce Unlimited Edition, you may have the ability to leverage Salesforce Platform Licenses for some of your users to substantially reduce Salesforce licensing costs. While the Salesforce Enterprise and Unlimited licenses are for your users requiring access to the CRM objects (see below), Salesforce Platform Licenses (formerly known […]
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Updated on August 8, 2019 Why are we talking about sharing your own calendar or viewing your coworker’s calendars in Salesforce Lightning? As a Salesforce user, you have most likely had to ask a co-worker what their calendar availability is on a given day. In simply trying to set up a meeting or an event […]
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Updated on August 6, 2019 As you continue to use Salesforce, you will eventually have Salesforce Contact records that end up leaving an Account. Perhaps they have resigned, retired, or they were hired at another company. What happens if they are now working at another Account you already have entered in your Salesforce environment? How […]
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Updated August, 5, 2019 Before the introduction of the criteria-based sharing rule types, you could only create Salesforce sharing rules that looked at the Record Owner, determined the Role of the user, or whether the record was owned by a Queue/Public Group, and share it with other Roles or Groups. In other words, an Account […]
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Updated: March 20, 2023 There are several different ways that users can store documents in Salesforce. I will go over the different options available to users and how they will be affected as Salesforce transitions from Classic to Lightning. (Hint: we are now able to accomplish anything we need using a single tool!) Store Documents […]
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The healthcare and life sciences (HLS) industry is being shaken up like never before. Social, mobile, and cloud technologies can empower hospitals, doctors, and other care providers to collaborate closely around their patients, and help medical device, pharmaceutical, and biotech companies redefine their products and services. As a result, IT departments within these organizations are […]
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Effective December 3, 2014, Intuit will discontinue their Salesforce for Quickbooks subscription service – both the CRM subscription as well as the integration app. For small businesses that depend on QuickBooks and Salesforce, this could be viewed as an alarming change. In reality, though, Intuit made this decision in support of their clients: “…we have […]
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Just about every business that relies on sales has to generate and manage leads. Unfortunately, the amount of time required for each lead can be substantial and most leads will not make a purchase. What if there was a way to increase conversions and do less work? By using marketing automation you can do just […]
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We’ve recently partnered with InsightSquared, an innovative Sales & Marketing Analytics product that makes sales reporting seamless. Their product provides an out of the box way to get actionable Business Intelligence out of the information that is already located in your Salesforce. It is easy to use and allows you to expand on Salesforce’s reporting […]
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In attempting to tell the entire lead-to-cash story – outlining every path that a lead takes on its way to becoming a closed-won opportunity – Salesforce can fill in most of the plot points, but misses a few key details. InsightSquared is here to fill in those details. InsightSquared is an easy-to-use, out-of-the-box add-on to […]
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You wouldn’t be reading this blog if you hadn’t already transformed your business by letting Salesforce worry about the back-end infrastructure of a critical part of your business, your sales process. There’s another critical part of your business you might not be thinking about right now, but you should – that depreciating relic of a […]
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As a Salesforce.com user, the most fundamental thing your company does every day is answer the phone and place outbound calls to prospects. It’s 2013, and you’re still paying people to dial and type? Salesforce and your phone system could be doing a lot more heavy lifting for you. Vocalnet was one of the first […]
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Our Salesforce Reports blogs have been so popular that we’ve decided to continue the series by covering reports for Marketing Executives and Marketing Managers. The Salesforce Reports that follow are suggestions to get you thinking. You may already have some of these and some may not apply to your business processes but hopefully, one or […]
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Weather you use Salesforce Group edition or Salesforce Enterprise edition, Salesforce Automation can be utilized to improve efficiency and data accuracy. Salesforce workflow rules are only available in Enterprise edition and above but Salesforce formula fields are available in all Salesforce editions and can be used for more than just adding or dividing. Salesforce cross-object […]
Read More“What should I do with that list of trade show attendees,” you ask yourself. You may be itching to import them into Salesforce as leads so you can start working them while they are still fresh. Well, hold on a minute. We better think this through a bit first so you do not create a […]
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Salesforce Workflow evaluates records as they are created and updated and determines if an automated action needs to occur. In a way it allows records to speak up or do something – update data, notify people or external systems. Salesforce Workflow replaces the constant monitoring users have to otherwise do via reports, dashboard or views […]
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Research has shown that businesses using Salesforce CRM implementation strategies will return better financial returns than those that don’t. If you’re a small or midsize business, work to incorporate the following tips into your Salesforce CRM implementation strategy. In the process, you’ll transform your business and set the stage for even greater success in the […]
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Preventing Salesforce duplicates will save you heaps of time in the future. Just like any other CRM database, no matter how hard you try to keep them out, Salesforce duplicates (salesforce duplicate records) are going to happen. A user may fail to search first before creating a new record in Salesforce. A user may search […]
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Our previous posts about Touch.Salesforce.com attracted a lot of visitors. There is no doubt that the Apple iPad will become a valuable tool for sales professionals. With this in mind, we are excited to share this post with our readers: By Ashley Furness, Guest Blogger and Market Analyst for softwareadvice.com/crm. A recent Dimensional Research study […]
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As a Salesforce Partner, we are often asked about ways to customize Salesforce tabs to help access important data more efficiently. Salesforce gives you the ability to organize Salesforce tabs along the top of your page to suit your needs. Click the + at the right of the tabs (picture below) to go to the […]
Read MoreSalesforce comes with many useful standard fields that are ready to use right out of the box. However, Salesforce fields can also be customized to fit your business’s specific needs. Salesforce custom fields can store specific information that is important to your organization and make it easier for your Salesforce users to find that information.
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When you log into Salesforce, you most likely land on your Salesforce Homepage. The Salesforce Homepage can be a wealth of information when set up properly. If your administrator has enabled the Salesforce Dashboard section, you can use the “Customize Page” (highlighted in yellow in the picture below) link to select which dashboard to display. […]
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As a sales manager, you most likely have a lot on your plate and spend a considerable amount of time tracking down the answers to questions such as: “What opportunities are stuck and need help?” “How active are my sales reps?” “What is the conversion percentage of our leads?” “What is my opportunity win/loss ratio?” […]
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Using best practices when organizing Salesforce page layouts will make it easier for your users to find the information they need and will increase user adoption. These are some simple things that you can do that might solve a nagging Salesforce page layout problem and can make a big difference to your users: Organize Your […]
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