General
Having easy access to relevant data is one of the main pillars of Salesforce’s functionality as a platform. It gives you the tools you need to see the full picture at all times plus the customization options to make this possible with a simple click, not code solutions. One of the main ways Salesforce keeps […]
Read More
Salesforce has many rules in place out of the box that help users achieve their goals on the platform. In our Rules of Salesforce: Part 1 post, Sharing Rules, Escalation Rules, and Assignment Rules were highlighted as ways to obtain, view, and move data through a standard workflow with plenty of room for customization. This […]
Read More
There are many rules that Salesforce has in place out of the box to help with data capture and the platform function at a baseline. Certain required fields and object relationships are standard and can’t be undone, but there are many other rules that can be created and specifically catered to each individual Salesforce instance. […]
Read More
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 […]
Read More
WHAT IS SALESFORCE LIGHTNING Lightning, also known as the “Lightning Experience” is a user friendly, streamlined interface of Salesforce allowing for less clicks and better navigation across Salesforce. Salesforce will be systematically rolling out Lightning in early January of 2020 to all users. WHY YOU SHOULD WANT TO CHANGE Reason #1: Automation While there […]
Read More
After three months at StarrData, I decided that now was a good time to step back and reflect upon what I’d witnessed and experienced with the company. As a newcomer, it’s immediately apparent that the team at StarrData is incredibly hardworking and dedicated – and, to add to that, they have an exceptional set of […]
Read More
Compared to just one generation ago, the average US workplace has changed significantly. Where lifelong careers used to be commonplace, average tenures are now in low single figures, and recruiting from talent pools that are open to change brings unique challenges. The trouble is, the principles of good service don’t change. Your sales team represents […]
Read More
With the advancement of sales software and sales enablement methods, if your sales team is still using outdated spreadsheets to configure prices and generate quotes, you may be missing out on revenue. If your sales reps are spending the majority of their time using out of date methods to prepare and manage quotes, chances are […]
Read More
In the world of business, your success is dependent upon proper management of your revenue, profits, and expenditures. Your cash flow is how you stay afloat, and it must be optimized in order to keep the business alive. Different strategies can be implemented to improve your cash flow quickly, and many can deal directly with […]
Read More
Your salespeople and accountants probably aren’t best buddies. But in Salesforce CPQ, sales and invoicing are soul mates. Selling and billing activities are integrated together in a seamless process, from start to finish. Salesforce CPQ (configure price quote) is software that automates price quoting, standardizes options, controls pricing, and prevents errors in the invoicing process. […]
Read More