Salesforce
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 […]
Read MoreEffective December 3, 2014, Intuit will discontinue their Salesforce for Quickbooks subscription service – both the CRM subscription as well as the integration app. For small businesses that depend on QuickBooks and Salesforce, this could be viewed as an alarming change. In reality, though, Intuit made this decision in support of their clients: “…we have […]
Read MoreSalesforce has grown considerably since I first started working with it and for the most part, all of the functionality works as expected. But, like any technology, things occasionally do not work as expected or just don’t work at all. When something seems broken, we usually reach out for help; Salesforce end users contact their […]
Read MoreAre 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 […]
Read MoreDoes 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 […]
Read MoreWith digital communication constantly evolving, it’s tough to know what is the best communication platform to use in sales. Some people no longer respond to personal phone calls favorably, while others get irritated with too much email communication. This leaves sales representatives playing a guessing game about the best way to communicate with their potential clients […]
Read MoreEvery 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 […]
Read MoreYour 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, […]
Read MoreThe idea of attaching a numeric value to each of your clients and scoring their likelihood to purchase from you might seem impossible—especially since everyone has a different business and product to promote. However, with Salesforce and marketing automation, you can do just that. Salesforce allows you to customize your lead scoring qualifications, and the […]
Read MoreYou 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, […]
Read MoreKnowing which Salesforce license type or the support your company needs it not always a clear-cut decision. Salesforce offers many products, including Sales Cloud, Service Cloud, Force.com, Communities, and more, all of which can be useful in different areas of your business. Salesforce is continually updating their services to make them better, but it can […]
Read MoreNo 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 […]
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 […]
Read MoreWhen 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 […]
Read MoreSalesforce lends itself well to creating or editing records with all fields on the same page, but what if you need to follow a set of guided steps or questions, check existing records for more information, or have only the necessary fields presented based on input in other fields? You could do the above with […]
Read MoreStarrForce 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 […]
Read MoreStarrForce 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 […]
Read MoreStarrForce 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 […]
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, […]
Read MoreSalesforce has the ability to place custom links on the Sidebar of the Home page that allows a user to navigate to an internal or external page with just one click. These custom links can increase productivity and reduce clutter when created and used properly but, a lot of times, we do not see them […]
Read More“What should I do with that list of trade show attendees,” you ask yourself. You may be itching to import them into Salesforce as leads so you can start working them while they are still fresh. Well, hold on a minute. We better think this through a bit first so you do not create a […]
Read MoreWe have done many blogs on Salesforce and Outlook Integration because it is such an important topic for most Salesforce users. This blog post covers a few tips that we believe will help you better utilize Salesforce for Outlook. Create a Contact folder for Salesforce Contacts only Setting up an Outlook folder for your Salesforce […]
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