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by Melissa Sopwith – Marketing Manager, Guidon Performance Solutions Guidon Performance Solutions (www.guidonps.com) began using Salesforce seven months ago because we wanted a CRM system that had the flexibility to evolve with our growing company. With other CRM systems we used in the past, as our company grew, our CRM system was not robust enough […]
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by Geoff Talbot – VP of Member Services, Sourcing Interests Group Sourcing Interests Group (SIG)Â has been using Salesforce.com for about 4 years, but as of the past 18 months or so we have redefined our strategy for how we use Salesforce and what we want to produce with Salesforce. We incorporate Salesforce on a day-to-day […]
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We all like company reports and dashboards that show us how everyone is doing. But clicking into them and changing the criteria to just see your own (or your team’s) data can be cumbersome. The reverse is also true: who wants to create or wade through a bunch of reports just because you are a […]
Read MoreStarrForce is now a certified HubSpot provider. We’ve been using HubSpot internally for about a year and have been amazed at the results! And in the process, we’ve learned a lot about HubSpot Salesforce integration. The days of cold calling from mail lists, advertising, and direct mail are over for most companies. Now your future […]
Read MoreYou may be using Salesforce campaigns. But are you using them correctly so that you understand the performance of each of your campaigns? How do you know which Salesforce campaigns to invest your time and money into and which ones to stop? The majority of companies using Salesforce campaigns are not making effective use of […]
Read Morehttp://youtu.be/9B9_P8mgyxA With this video, you will learn how to edit or remove Salesforce picklist values. The video also reviews common mistakes people make when trying to edit picklist values. Once you know how to edit Salesforce picklist values, you will have more control of the data selection criteria you are using.
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If you have trouble finding a Salesforce record, your database becomes more of an obstruction than a helpful tool. It feels like you have reverted back to the dark ages of sticky notes and spreadsheets. Your database should be helping you, and Salesforce is no exception. Salesforce makes it quite easy to find what you […]
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Whether you use Group edition or Unlimited edition of Salesforce, you should know how to optimize Salesforce formula fields. You can utilize formula fields to improve efficiency and accuracy. Workflow rules are only available in Enterprise edition and above but Salesforce formula fields are available in all editions and can be used for more than […]
Read MoreWe’re excited to be working with the non-profit organization CollegeSpring to help them better manage their business using Salesforce, and to help them support Salesforce. CollegeSpring helps low-income high school students boost their SAT scores, tackle the college admissions process, and confidently pursue college degrees. CollegeSpring will be on television so you can find out […]
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Nobody likes to be told that they have to use something and Salesforce is no exception. Personally, when I am told I have to use something, my first thought is that it is going to hinder my performance. On the other hand, when I see how something (like Salesforce) can help me to do my […]
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Many companies want to make minor development additions, including APEX development or Visualforce development, to their Salesforce or Force.com instance without a formal consulting arrangement. They may already have a Salesforce instance up and running that is working well, and only want to add a minor enhancement to it. This enhancement or addition could be […]
Read MoreIn part 2, we covered adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links. Part 3 will cover creating Salesforce Custom Links, naming your link, and directing your Salesforce Custom Links to the information you want to see. Creating Salesforce Custom Links: Now we can create our […]
Read MoreWe recently blogged about Apple iCloud causing problems for Salesforce Sync tools. This post resulted in a response from CompanionLink telling us about their product which addresses many of issues we mentioned in the post. We’ve since talked with the folks over at CompanionLink and found them to be great. Here’s a post they offered […]
Read MoreIn part 1, we covered deciding what kind of Salesforce Custom Report you need to run and what information should be included. Part 2 will cover adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links. Adding filters to your Salesforce Custom Report: Once you have the Salesforce […]
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Have you ever wanted to run a Salesforce Custom Report directly from a record? Maybe you would like a mailing address report for all of the Salesforce Contacts associated to the Salesforce Account you are viewing. Or how about all Salesforce Opportunities with Contact Roles associated to the Salesforce Account you are viewing? Or possibly […]
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It has been over a year since we wrote about the LinkPoint tool from the AppExchange that connects your Outlook with Salesforce so we’d like to bring you up to speed. First off, the tool is now called LinkPoint Connect and it has been the number one most popular app on the AppExchange for quite […]
Read MoreA 3 minute video that explains how to use Salesforce criteria based sharing rules. [hs_action id=”10989″]
Read MoreSalesforce duplicates (duplicate records in your Salesforce CRM system) are one of the primary issues that result in Salesforce users being unable to generate accurate reports and dashboards. Even worse, duplicate records can result in killing user adoption of Salesforce to the point where sales people avoid using Salesforce. Who could blame them? If there […]
Read MoreEveryone knows that you create a new lead under the lead object. However, if you want to make sure you do not create a new Salesforce duplicate record, you can also use the lead object to create a new contact. Using the “Find Duplicates” feature when creating a new lead you may find the new […]
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In this blog post, we’ll educate you on what Salesforce Leads are and how and when to use them. We previously showed you how to Import Trade Show Leads into Salesforce Without Creating Duplicate Records. Why start with Salesforce Leads? What is a Salesforce Lead? How are Salesforce Leads different from Accounts and Contacts in […]
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We previously posted a blog on the Salesforce Chatter Free license and now we would like to tell you about the Salesforce Chatter Plus license. For $15.00 per user per month, your employees that are not using Salesforce can have access to the following Salesforce features: Read only access to Salesforce Accounts and Contacts Edit […]
Read MoreIn last week’s blog, we covered getting your Salesforce email templates ready, preparing your Salesforce contacts, and how many Salesforce mass emails you are allowed to send at one time. In part 2, we’ll cover reviewing, confirming, and sending your Salesforce mass emails. After selecting the template, you come to the “Review and Confirm” screen […]
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Touch.salesforce.com is still 3 or 4 months from being reality. But Salesforce has been quietly adding to the information available about it. Touch.salseforce.com will be more than an HTM5 interface that will automatically adjust itself to whatever device you’re using it on. Touch is also being used to move Salesforce more elegantly into the future […]
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One of the issues that we see companies struggle with the most is Salesforce campaigns. A company will spend a lot of time and money on its marketing campaigns and then not have a good way to track and report on which marketing campaign is performing the best! These could be trade shows, marketing campaigns […]
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