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Author Archive | Ryan Kuhlman

Understanding Campaigns in Salesforce

Campaigns in Salesforce are one of the more underutilized objects in the CRM. Properly using campaigns admittedly takes a decent amount of planning and setup to yield any significant benefits. However, it can definitely be worth your time if you do it right! Campaigns are ideally used to track marketing efforts, connect leads and contacts, […]

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App of the Week – Asana for Salesforce

Familiar with Asana, the project management and collaboration platform? If you aren’t it is one of the more popular sales enablement and collaboration tools on the market, helping create tasks and streamline messaging between sales, marketing and delivery. Released only a few months ago, this app allows you to use the Asana collaboration tools directly […]

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How Salesforce is Approaching AI

It was a big part of Dreamforce 2019. It was the subject of a handful of keynotes. And it is slowly creeping into everyday aspects of our lives. The “It” is AI. AI, in the form of Einstein, is quickly growing in role and importance inside the Salesforce platform. However, the AI of Salesforce isn’t […]

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App of the Week – Arxxus Lead Assigner

Need a good lead assignment tool? Maybe one that has an easy to use interface, so that you can customize and configure different rules and users? Well who doesn’t? The Arxxus Lead Assigner might just be what you have been looking for. You have created weighted lead assignment rules to maximize your round robin, and […]

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Coming Soon: Einstein Opportunity Scoring for Salesforce

Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions. What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps […]

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