It’s every email marketer’s nightmare. An email campaign goes out and the merge tags don’t carry over as intended. This can happen for a variety of reasons. Sometimes it is because of poor data quality and bad data entry habits on the part of the team. This can certainly be frustrating, especially as the solution […]
When you are doing business on the go, or under a short deadline, you may need to quickly transfer physical elements of the deal to the digital. While there are all sorts of apps and programs out there that can transfer your documents, images, attachments, etc. what about a person’s handwritten signature? Signature Capture does […]
One of the most annoying parts of funding MCA deals is the waiting period after you send an email submission. After it’s sent, you have no way to know what’s going on with your deal and the only way to check on the status is to follow up again and again with your representative. […]
Calculating commissions can be a tricky and sensitive task. Especially for companies with lots of sales reps. After all, a salesperson who doesn’t get paid their commissions on time is not a happy rep. So why deal with manual processes, and siloed software that makes for a time-consuming process. QCommission works to alleviate these problems […]
Auto-response rules and workflow email alerts provide similar functionality. Generally speaking they are both ways to automatically send emails from Salesforce based upon changes to leads or cases, however, their use cases and functions are a bit different. Workflow email alerts are designed to send out an email to anyone who needs to be notified […]
Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly […]
What does your sales team see when they login to Salesforce? A generic homepage? Apps, widgets and screens that aren’t relevant to their job and are only there taking up space? If the answer to any of these is yes, you are missing out! Not only is this an easy opportunity to empower your team […]
If you have a wide customer/client base and are regularly on the road visiting current and prospective accounts, proper scheduling and planning can be quite a challenge. Not only do you have multiple schedules to juggle, but you also have to figure out the most efficient route to take to get to everyone! Well, Map […]
As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times. Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who […]
Assignment Rules are easy to create and maintain in Salesforce. But if you’ve got complex routing requirements, or if you want to use assignment rules for objects other than Leads or Cases, you’re going to have to build something very custom and very complicated. Instead of trying to build and maintain a bunch of […]
