Would you like to have an automated system that pre-qualifies prospects in your CRM, based on the technologies they are already using? What if it even identified additional sales opportunities that weren’t part of your initial target? Most likely, you have already said yes. This solution is the HG Insights for Salesforce App. It pulls […]
Keep it simple. This can be the best advice when making sure your Salesforce system does what it needs to do. Sure, there are super complex workflow apps out there, and all sorts of beautiful automation tools, but sometimes you need a good old fashioned Alert to pop up, and stop your users from doing […]
Let’s be honest, Salespeople aren’t always the most tech savvy. So when they need to manage video, data sheets, presentations, and all of your other resources in an effective manner, it can be a challenge. Mediafly knows this and makes it easy for salespeople to do what they do best. Through a centralized repository of […]
So your sales team has been making a killing, and your products are flying off the shelves (or virtual shelves). So why are you slowing yourself down with accounting programs that don’t integrate with your CRM, and leave you worried that you aren’t tracking all of your financial correctly? Accounting Seed is one of […]
For any admin or developer looking to build a better Salesforce org, there are a plethora of tools available for download and purchase. However, knowing where to get started can be daunting, especially for those of us who don’t have a lot of extra time to spend on research. So why not go with a […]
This weeks app is part app, part workflow solution. With the recent release of Spring 2019, and the enhanced Lightning Flows – a new section has appeared on the Salesforce AppExchange – Flow Solutions. Flow solutions help companies, through either pre-built templates or customized flow options in the flow builder, to empower businesses to connect […]
Feeling bogged down moving files and data between systems? Is setting up the file transfers complicated, and error-prone? With Jitterbit Data Loader for Salesforce, you can dramatically reduce the time and effort required to automate the import and export of critical business data from Salesforce CRM, force.com and all business-critical databases and files – whether […]
When you are working hard to bring in new business and close sales, the last thing you want is to hold up or even lose a deal because of issues or deals with your contract management software. While it is safe to say that most companies have switched to digital contract management systems, the question […]
While there are all sorts of apps on the AppExchange that provide tools or powerful additions to your Salesforce org, accounting has been a notoriously difficult one to find. For too many companies, they have to use at least two systems and be switching back and forth between them. This is wasted time and money […]
If you are like many other companies, you have automation setup so that when you or your users create new records, you begin to automatically follow those records. However, not every record is useful or worth following. And besides, each user has a limit of 500 records that they can be following at any one […]
