CRM
Salesforce has a powerful tool called the Console. The Console allows you to combine multiple Salesforce pages into one screen so you have access to all of the related information in one place. For the support person, this means that you can have a list view of your open cases (trouble tickets or work orders) […]
Read MoreHere’s the latest on how Chatter licensing works for companies on Salesforce Professional Edition. If you want to purchase less than 15 Chatter licenses: – Chatter will only have access to Profiles, People and Content. – Cost is $180/year per person If you want read-only access to Accounts & Contacts there is an additional cost […]
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I recently tested an Outlook CRM integration application from the AppExchange called LinkPoint Vue made by LinkPoint360 whose mission is “to make CRM easy.” The AppExchange is Salesforce.com’s application marketplace and is similar to the Google Apps Marketplace or the applications section on Apple’s iTunes store. Since LinkPoint Vue is a local program that installs […]
Read MoreSalesforce.com has come out with a great tool that will help make scheduling meetings with your customers and co-workers a breeze. This tools can help with CRM user adoption of your sales force automation system or customer service automation system.
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