CRM
Salesforce is a powerful tool. Configured correctly, it has the potential to help a company increase sales, close deals faster, and operate more efficiently. Administering and customizing Salesforce can sometimes be a challenge. Common mistakes can increase costs, slow down work, and create user dissatisfaction. A new Salesforce Administrator will learn the pitfalls and become […]
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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 July 16, 2020 How many times have you found yourself with a long list of old tasks in Salesforce that have been completed but never closed? Just thinking of the time required to go into each task and close it out will drive a person into apathy, and so your list of old […]
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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 […]
Read MoreUpdated on August 2, 2019 While Salesforce is an extremely robust tool that allows users across the world to streamline the way they work on a daily basis, if not used correctly the platform can certainly be more than a bit overwhelming. Utilizing Salesforce Activity and Task management tools is a surefire way to be […]
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Updated on August 3, 2020 Do you ever work with customers who have multiple subsidiaries or divisions? If so, you might be stuck figuring out a way to make this work in Salesforce. Don’t worry. We have a solution! By using the out-of-box “Parent Account” field on the Account page in Salesforce, you’re able to […]
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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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Perspective is everything. Whether you are an experienced executive managing teams and products, or an operations expert managing systems and company infrastructure, the perspective you have informs what needs to be done, by whom, and when. It also informs the degree to which you can measure performance. The trick is having things that are […]
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To Lead, or not to Lead One key decision that a business needs to make when they choose to use Salesforce is whether or not to use the Leads tab. The business process will drive this decision and then the technical setup will facilitate the functionality. When to use Leads Businesses that have a significant […]
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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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Salesforce Touch was announced today at this year’s Dreamforce as an extension of your desktop version of Salesforce! Salesforce Touch can do almost everything that the desktop version of Salesforce can do. Now sales reps and managers have the ability to close deals wherever they are!
Read MoreSalesforce Reports are great for understanding the data you have in Salesforce. But there are so many possible things to report on that it can be challenging to know where to begin! Therefore, we’ve created a list of the most common grouped by type of role to help you get started. The Salesforce Reports that […]
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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 Apps are sets of tabs that that your administrator sets up for your different business processes. The standard “Sales” App includes the Account, Contact, Opportunity, and Lead tabs but not the Case or Campaign tabs. The standard “Marketing” App includes the Campaigns tab but not the Accounts tab. The standard “Call Center” App includes […]
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If you’re like most customers, you already have existing data when you become a salesforce.com customer. A key task in getting Salesforce CRM up and running is getting your data from its current location into Salesforce CRM. The following tips for importing Salesforce data are best practices that we use to help our customers import […]
Read MoreSalesforce Email Templates allow you to create professional and consistent emails for your entire organization. They can also be used in conjunction with mass email for sales reps to easily communicate with your customer base. Here are a few tips to help you get started: Double check your Salesforce Email Templates before using them Have […]
Read MoreIn Salesforce, you have four “Personal” folders. These Salesforce Personal Folders are accessible by you only. If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. In the last blog post we described the steps (with screen shots) to check if you have anything in […]
Read MoreIn Salesforce, you have four “Personal” folders. These Salesforce Personal Folders are accessible by you only. If you save an item to your Salesforce Personal Folder, it cannot be seen by anyone, including Salesforce system administrators. In the last blog post we described the steps (with screen shots) to check if you have anything in […]
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Most of us prefer to use native Salesforce.com components whenever possible. However, it’s not always possible to get the results we desire with the built-in components and that’s where Salesforce Custom Objects come into play. Salesforce Custom Objects allow you to extend functionality past the native Salesforce CRM suite (Leads, Accounts, Opportunities, etc). Custom […]
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A Salesforce Opportunity is similar to a flower in a garden in that if you don’t periodically take care of it, it’s going to die. Chances are that a Salesforce Opportunity that has sat for a week or two without being contacted is going to die. As a rule of thumb, record at least one […]
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