Got lost in you sales pipeline? Do you need a more visual and interactive tool for sales planning? The Opportunity Planning Wall displays sales opportunities as cards on a virtual wall and lets you filter, group & modify on one simple screen. It’s free. In my office, Trello is everyone’s favorite tool. Easy to learn, […]
Let’s face it, even the best leaders and highest grossing sales reps need a little inspiration from time to time. Googling for pictures of cute kittens and motivational posters will definitely help your team boost their productivity (no, seriously!), but the free AppExchange app Quote of the Day! brings inspiration straight to your Salesforce sidebar. […]
Have you ever searched for that one specific record, but couldn’t remember enough details to find it? Is keeping track of all the Leads and Contacts you saw at that tradeshow a hassle? Don’t you wish you could take all the reports, dashboards, and solutions you need and put them into one folder? Twitter lets […]
Your meeting went great and you took all sorts of important notes. Your client can’t wait to purchase your product, and even gave you a dollar amount and a follow-up date. But how much did they say? And was that next Tuesday or Wednesday? It’s in Evernote, but now you need to copy all that […]
Does running Salesforce reports for your customers and vendors take up too much time? Are you tired of waiting on that important data you need while your Admin is busy on other tasks? Are you on a tight budget and don’t want to pay for another license to speed up the process and get the […]
Has user adoption got you down? Does connecting the dots between emails make you want to pull your hair out? Are you baffled by the endless task of sending scheduled reports to employees or customers outside your Salesforce system? Well, sit back and let me help you out. I’ve got the top 3 workarounds to […]
Did you know Salesforce offers free accounts for nonprofits? Find out more here.