Salesforce Best Practices
Salesforce is a great tool for your company, but sometimes it requires an optimization to keep it in alignment with your business processes. By optimizing Salesforce, you have the potential to uncover unused functionality and increase user adoption. StarrData has extensive experience working with Salesforce and Salesforce customers, and through our experience, we have developed ways to help Salesforce […]
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Journey is a free app on the Salesforce AppExchange designed to help take the hassle out of business travel. The Journey Salesforce app gives users the ability to track their business trips, or “journeys”, and create expense reports directly in Salesforce. It is far more intuitive than a standard Excel expense report, and can be […]
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We are very excited to announce that StarrForce has partnered with VentureBeat to bring readers solutions to some of the top challenges companies face when using Salesforce! StarrForce has vast experience working with Salesforce customers, and through our work, we have been able to help customers tackle these obstacles. A few of the challenges we […]
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In 2006, Salesforce made the switch from a waterfall approach to development, to agile in order to improve productivity within a growing global engineering team. By making the change to small, cross-functional teams and shorter development cycles, productivity increased by 38 percent and major releases were completed 60 percent faster. With the smaller engineering teams […]
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Cloud for Good has recently published an eBook to highlight best practice recommendations for CRM implementation including considerations for executive sponsorship, business processes, data, automation, usability/scalability, and analytics based on our and our customers’ success stories and lessons learned. The first question any time that we hear phrases like “Best in Class,” “Best of Breed,” […]
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In the latest Salesforce release, Spring ‘15, Salesforce introduced a new feature to help users manage duplicate records. This feature, the Salesforce Duplicate Management feature, will warn users when they are trying to save a record that shows a match to an existing record. Salesforce previously did not offer a way to manage duplicate records, […]
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Salesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 can give sales people the ability to close that one opportunity that would help them make their quota, give marketing the ability to check on a campaign ROI during a meeting, or even help a […]
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The Salesforce1 mobile app is a great way for your team to access Salesforce when they are on the go. Salesforce1 gives you access to all the same information that you can access on your computer, but it is designed to operate on mobile devices. The Salesforce1 mobile app is included with your Salesforce licenses, […]
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Here at StarrData, we have helped many customers with their data importing and manipulation needs and we would like to share some tips with you on using the Salesforce Data Loader. These tips come from our experience working with this tool and we hope they help you as much as they have helped us over […]
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Are you wondering how Salesforce Communities can be useful to your company? Salesforce Communities may just seem like an additional expense but they can be very valuable when used in the right situation. In this post, we’ll take a closer look at how Salesforce Customer Communities can be successfully integrated into your business. We recently […]
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Does it take you a while to find what you’re looking for in Salesforce? Or do you have too much information cluttering up your pages? Customizing your Salesforce interface can solve these problems and make it easier for you to navigate. By spending the time to customize your Salesforce interface, you can organize it to […]
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Every business owner and manager knows how important it is to track sales, but doing so is much more complicated than just looking at the company’s ROI and number of closed deals at the end of the month. In order to truly track progress, there needs to be a set sales process with measurable progress […]
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Your Salesforce Dashboard serves multiple purposes as a center of operation, a visual representation of your reports, an organizational tool, a communication channel, and a lead generation tool. It might seem far fetched for a simple dashboard to have so many benefits, but we could easily think of even more advantages than these. Basically put, […]
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You probably use Facebook all the time to socialize so why not incorporate the same method of communication and data sharing into your business? With Salesforce Chatter you can. This communication and collaboration tool lets your sales teams collaborate with their colleagues in real-time and share important information, schedule meetings, and gather new ideas. So, […]
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No matter what kind of business you operate, you are going to make mistakes just like everyone else, but certain mistakes can be catastrophic, especially if you continue to repeat them. Sometimes the worst kinds of mistakes involve your customers. Whether it’s losing a client or not closing a deal that you should have, repeating […]
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We’ve recently partnered with InsightSquared, an innovative Sales & Marketing Analytics product that makes sales reporting seamless. Their product provides an out of the box way to get actionable Business Intelligence out of the information that is already located in your Salesforce. It is easy to use and allows you to expand on Salesforce’s reporting […]
Read MoreSalesforce Reports are great for understanding the data you have in Salesforce and they give you the ability to analyze and evaluate your work. However, there are so many possible data points to report on that it can be challenging to know where to begin. In order to help you get started, we have put […]
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When you need to access Salesforce with a tool like the Data Loader or Excel Connector from a new location like a hotel room, client’s office, or coffee shop, you will get an error logging in with the tool. You can add your Security Token to your password if you remember where it is, you […]
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Thursday, September 26th, 11:00am – 12:30pm PT, GoToWebinar Our Self Implementation Webinar is designed for new Salesforce Sales Cloud users who are implementing Salesforce themselves. Our webinar will provide tips and best practices to make the transition to Salesforce as smooth as possible. As a certified Salesforce partner, we know the importance of customizing Salesforce […]
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StarrForce has updated our list of Salesforce Best Practices! We created our list of best practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, Email Templates and […]
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StarrForce has updated our list of Salesforce Best Practices! We created our list of best practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, Email Templates and […]
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StarrForce has updated our list of Salesforce Best Practices! We created our list of best practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, Email Templates […]
Read MoreStarrForce has updated our list of Salesforce Best Practices! We created our list of Salesforce Best Practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen Salesforce categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, Email Templates […]
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StarrForce has updated our list of Salesforce Best Practices! We created our list of Salesforce Best Practices from our extensive work with Salesforce customers to give you tips to improve your Salesforce experience. Our list contains best practices in the following fourteen Salesforce categories: Activity Management, Case Management, Chatter, Dashboard Management, Data Integrity, Desktop Integration, […]
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