CRM
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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Have you ever wanted to pull the plug on a Salesforce user but were not able to because they were part of a case escalation rule, an email alert, an assignment rule, or an approval process? If you have a sizable Salesforce instance, you almost have to hire a private detective to figure out exactly […]
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By managing your Salesforce Leads in a systematic and structured way, you can increase both the number of Salesforce Leads you generate and how many of those Salesforce Leads you convert. The following tips are some tried and true best practices for Salesforce lead management. Find Duplicate Salesforce Leads Utilize the “Find Duplicates” button to […]
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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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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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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 […]
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As Salesforce sales users, you are (or should be) using the Opportunity object to track your sales cycles but as a successful sales manager using Salesforce, do you know what is driving those sales cycles? Do I know what your win to loss ratio is? Do I know why you win one some opportunities and […]
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 […]
Read MoreSalesforce lead marketing optimization is pretty straightforward since all of the criteria, like Title, Industry, or City/State are all on one page. This allows for easy filtering when adding them to a Salesforce campaign. You can even filter on custom picklists or other fields. But what about marketing to existing Salesforce accounts and contacts? How […]
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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 3, we covered creating Salesforce Custom Links, naming your links, and directing your links to the information you want to see. Part 4 will conclude the series by covering the steps to check and test your Salesforce Custom Links. Checking your Salesforce Custom Links: You can check the syntax if you like but […]
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 […]
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