A brand new lead is different from a lead you’ve been grooming for two weeks. The information you collect on call #1 helps you qualify the lead, but when they’re starting to show interest in your product, much of that information is far less relevant. Similarly, the information you need on call #8 is probably […]
Email-to-Case is one of the most powerful tools in Salesforce. It allows you to gather Cases with no manual data entry, meaning your team can more efficiently utilize their time getting down to business and solving problems. If you’re a sales manager or rep, you probably are looking longingly across the aisle at the support […]
If you’re a nerd like me, finding the right thing to say to that special someone can be a bit hard. Do you compare them to your favorite Game of Thrones character (who is probably dead now), pop a Spock and find out they’re more of a Han, or maybe you compare their eyes to […]
Fax machines are a thing of the past. Nowadays, most of us send documents electronically via email. Simply find your attachments, add them to your email, write up a message (or cover letter, if you will), and push send. Knowing this, Salesforce and popular apps such as Conga Merge have tons of great features built […]
Over the years, your team has had a lot of experiences, learned a lot of lessons, and has a process for onboarding new clients and closing deals. You’ve trained your team and everyone is on the same page. You’ve got this! But calendars fill up fast, priorities shuffle, and it is easy to forget to […]
If you’ve been following our posts, you know that we at CloudMyBiz are big fans of leveraging images to tell stories about your Salesforce data. Image formulas are an incredible tool, but they have some limitations. You have to have a field name, so you can’t just have the image nicely displayed on its own. […]
It’s hard to keep on top of birthdays in your personal life. Friends, spouses, children, parents, cousins, sometimes it feels like every day is somebody’s birthday. If you try to add your clients and professional contacts to that mix, the calendar on your iPhone may just explode, and no doubt you’re going to miss a […]
When sales is your business’s lifeblood, nothing is more important than winning that opportunity, but let’s face it, you can’t win ‘em all. You’ve got an amazing team, and when a month goes by where the win rate is less than you projected, it is important to understand what happened so that you can improve […]
Salesforce Events are a great tool for keeping track of your calendar, but the standard object is pretty limiting. You can only add certain types of fields and related lists, and if you want to just drill down to meetings and notes, you’re going to have to jump through some tight hoops in reporting to […]
Just a quick warning before we get started: this week’s post is going to get a little technical, but if you take a deep breath, cuddle up with your coffee mug (I prefer tea myself), and have Salesforce on the ready to try things out, you’ll be just fine I promise. As your org grows […]
