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Salesforce Tips

Advantages of Salesforce CPQ Advanced Approvals

By Darren Starr / March 15, 2021 / 0 Comments

While standard Salesforce Approval Processes are available for use with CPQ, there are often use cases for more advanced approval mechanisms. That’s where Advanced Approvals can prove valuable.

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Important Salesforce CPQ Features for any organization

By Darren Starr / July 27, 2020 / 0 Comments

The two goals of any sales organization are increasing sales and improving operational efficiency.  Salesforce CPQ (Configure, Price, Quote) is a valuable tool for achieving both goals.  By streamlining sales quote management, teams become more efficient, and can spend more time on their core objective, working to close deals. CPQ has many features and benefits, […]

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Salesforce

Why You Should Use Salesforce Lightning

By Darren Starr / December 17, 2019 / 0 Comments

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 […]

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Salesforce Best Practices: The Salesforce Lead to Opportunity Process

By Darren Starr / July 29, 2019 / 5 Comments

Updated on July 29, 2019 Cloud-based CRM solutions such as Salesforce do a fantastic job at providing users and sales teams the ability to manage their sales process holistically from start to finish. Sales data goes into the system as a Lead, and each customer engagement point can be tracked through, in a detailed fashion, […]

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The 6 Biggest Challenges Companies Face When Using Salesforce

By Darren Starr / March 21, 2019 / 0 Comments

With its ability to track and illuminate just about every aspect of the customer relationship and sales pipeline, Salesforce has become an indispensable tool for more than 150,000 companies around the world. But it’s not always easy to leverage the power of this extraordinarily powerful platform. In fact, many companies run into potentially significant challenges […]

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The Importance of Simplifying the Sales Process for New Hires

The Importance of Simplifying the Sales Process for New Hires

By Darren Starr / January 3, 2018 / 0 Comments

The faster your sales reps can hit the ground running, the faster they can generate revenue for your company. Is your sales process overly complicated? Does it take days to learn? If so, read on to understand why it’s so important to simplify your sales process for new sales reps. Complex Sales in a Complex […]

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Seamlessly Integrate the Entire Invoicing Process Using Salesforce CPQ

Seamlessly Integrate the Entire Invoicing Process Using Salesforce CPQ

By Darren Starr / November 27, 2017 / 0 Comments

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. […]

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Advantages of Salesforce Reporting

How To Make Salesforce Reporting Work For You

By Darren Starr / August 28, 2017 / 0 Comments

When you first started using Salesforce, did you even realize how many reports you could pull from it? There are dozens, each customizable for your company and team. It’s impressive, but also a little overwhelming. So let’s focus on the reports that are most helpful to a sales team leader. Here’s a breakdown of the most […]

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Salesforce Reporting considerations

Salesforce Report Considerations: Part 2

By Darren Starr / October 3, 2016 / 0 Comments

More Salesforce Report Considerations!   Part II   Introduction   In part 1 of this series, we discussed how to approach reporting in general.  This included understanding how to determine the best report type to choose, as well as understanding dynamic date ranges (including dual ranges).  Now that we have covered the framework of the report, […]

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Find Nearby Prospects with Salesforce Geocodes!

By Darren Starr / August 17, 2016 / 0 Comments

How is Salesforce improving support for your sales and marketing teams? Now you can find nearby prospects with Salesforce geocodes! With the release of Geocodes for Address in the Summer ’16, you can now help your sales and marketing teams find nearby prospects. With a few clicks, you can set up and activate the geocode clean rules. […]

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Salesforce Page Layouts: How to Control the Number of Related Records Displayed

By Darren Starr / June 28, 2016 / 0 Comments

Have you always wished your page layouts would display more than 5 related list records? Today we will show you how to control the number of related records displayed because, YES, it is possible! There is a great feature that has been around for quite a while in Salesforce Classic, but may have not yet […]

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Salesforce tips to save you time

3 Salesforce Tips to Save you Time: Part 3

By Darren Starr / February 25, 2016 / 0 Comments

Welcome back for our third and final Salesforce tip to save you time. These are tips from the insiders: the StarrData team! Last week we taught you how to create a dynamic report link, and the week before we shared a little-known tip about creating a secret tab. For our final tip, our team would […]

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3 Salesforce Tips to Save You Time: Part 2

By Darren Starr / February 23, 2016 / 0 Comments

We’re back for the second installation of favorite hacks from our StarrData engineers! We want you to become a major Salesforce whiz by learning Salesforce tips to save you time. Last week, we shared how you can use secret tabs for a one-time use. This week, reporting! Tip #2: Dynamic Report Link Say you want a quick […]

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Salesforce tips to save you time

3 Salesforce Tips to Save You Time: Part 1

By Darren Starr / February 16, 2016 / 0 Comments

So you want to be a Salesforce whiz, huh? Do you dream of getting more out of the time you put into navigating Salesforce?   Then what could be better than getting inside the heads of the engineers from StarrData to bring you their 3 favorite Salesforce tips to save you time? These “hacks” aren’t in your manual, they come straight […]

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StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

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