Salesforce.com
One of the most misunderstood and underused feature of Salesforce is the Role Hierarchy. Without a well-designed Salesforce role hierarchy, companies are likely to have the following problems: – Salesforce sales forecasting does not work – Private sharing model does not meet company needs – Managers can not easily see what subordinates are working on […]
Read MoreLogical and simple arrangement of the page layout is important for ease of use and increasing user adoption of Salesforce.com. Do not assume that a default page layout is appropriate for your organization. Talk with your Salesforce users and get their feedback on how they think a page should be arranged. As a best practice, […]
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Salesforce email templates can be a great time saver if they are created and organized properly. Among the applications they’re useful for are customer support, sales management, and sales automation. How often do you find yourself copying an old email so that you can send it to someone else? How often do you find yourself […]
Read MoreRemove duplicate information prior to importing it into Salesforce. Duplicates are easier to remove from a spreadsheet than they are in Salesforce. [hs_action id=”10989″] StarrForce is a Salesforce.com registered consulting partner who provides Salesforce support and implementation services to maximize your Salesforce investment.
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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.
Read MoreA few weeks ago I provided a high level look at Salesforce Content. Salesforce recently added Salesforce Content and Content Delivery to all editions of Salesforce. Now let’s dig deeper into what make Content and Content Delivery so useful.
Read MoreThis questions has come up with a couple of our Salesforce.com clients so we thought we’d share this information. When using Workflow rules to trigger email alerts, activities are not automatically logged when the email is sent. Some users would like a way to track if and when an email was sent under the activity […]
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