Here’s the situation: your business has a number of great products/services. You are doing a robust business. And you have a whole bunch of customers contacting your support team every day asking for help. Of course, you are happy to support your customers in any way you can, but the sheer volume of calls and […]
The reports and dashboards in Salesforce can be customized to show you just about anything you want to see. This can be a great benefit for any business because you can get in-depth details on your sales team and performance, marketing initiatives, overall ROI and more. Of course, becoming a master of reporting can […]
Today’s modern Salesforce administrator is someone who wears many hats. They are responsible for setting up applications, enabling new features, training users and more! Not only that, but admins are more and more filling roles that used to be filled by traditional IT departments, such as answering user questions, setting up reports and dashboards […]
Digital forms are a very simple but important part of online business. In fact, they are one of those small things that many of us really don’t give a second thought to. But we should! After all, it’s our forms that capture all that essential data about our leads, clients, and prospects. When it comes […]
Proper training is key to business success for both the present and the future. It does require some real investment, but it more than pays for itself if you make the right decisions. With the plethora of options out there for training, you might be tempted to just dive in and create a nifty […]
Salesforce Cloud Flow Builder, as any admin knows, is one of the most versatile and functional features of Salesforce, and it’s about to get even better. The easy to use process builder is getting a few upgrades that will help admins better automate and guide users through their flows. What is the Cloud Flow […]
Getting a large funnel of leads is a big part of the job for any marketer. However, once you have a good volume of leads, you need to do something with them. Specifically, you need to have good qualifying parameters set up so your sales team doesn’t spend a ton of time with leads […]
Whether you are a beginner, intermediate or expert admin, or have recently inherited an org, there are a number of things just about any admin can do to make their org more user-friendly. With some of these simple tricks and processes, you can not only give your users a better environment to work in, […]
Are you considering a new Salesforce implementation? Or maybe you just implemented Salesforce. Great! But before you continue with business as usual, there are a few things you should consider. Salesforce, like most major investments, takes a little bit of love, practice and know how to get the most out of. From a high-performance […]
Ask any salesperson out there, there is a lot to do each day. From calls to emails to meetings, the daily schedule of a salesperson can be pretty hectic. So much so, that often salespeople feel like all they are doing is chasing a never-ending stream of tasks, but they can never really catch […]
