As part of the Summer ‘19 Release of Salesforce, a standard option has been built into the system to help encourage user adoption and let your team celebrate a little bit. You can now set up the system to shower the user with onscreen confetti and celebrate the little things. This functionality can be built […]
Salesforce is getting into the blockchain game. Announced at the end of May, Salesforce is now offering a beta version of their ‘Blockchain Builder’ that select partners can sign up for. So, if you are like me, you probably said to yourself something like, ‘Ok cool! So what does that mean exactly?’ You have probably […]
Managing duplicates can be a big deal. Most businesses these days are collecting larger and larger amounts of data, however, too much data, especially if it lacks organization or management, just becomes a whole lot of noise that can be more confusing than helpful. If your Salesforce instance has tens of thousands of leads and […]
So you are looking for a new CRM for your company, and have been eyeing Salesforce. You know that it is heavily touted as the world’s #1 CRM, but when it comes to knowing which Salesforce Edition and which clouds to buy it can be pretty overwhelming. This article is going to focus on the […]
User adoption is critical, especially for software that drives your business like Salesforce. At the end of the day, it just doesn’t make sense to be spending money on a system that your team isn’t using. However, the importance of user adoption is more than “we bought it so use it”, rather, user adoption has […]
Are you familiar with Salesforce Quick text? Quick text lets users insert predefined messages into emails, tasks, events, chats, and more to save time and increase standardization. As a part of the Winter ‘19 Release, Quick Text has gotten a simple but powerful expansion. Tasks and events previously did not allow quick text, however, that […]
Modern business practices mean you need to have some level of tech proficiency. Especially as a decision maker in a competitive industry, you need to be able to stay on top of the latest trends and technologies so you can keep ahead of your competitors. If you have Salesforce, then you are already one step […]
When you need to work with a partner or partners, and want to do it through Salesforce, communities are the way to go. We have written before about how you can Enhance a Business Partnership with Salesforce Community – but to summarize, a Partner Community allows two or more businesses to share any specified Salesforce […]
When considering taking on the initiative to implement a new CRM for your business, it is always a good idea to consider the many factors that combine to form the “True Cost of Ownership”. When most people think of the cost of ownership, they will often consider only the upfront price of the software or […]
Salesforce has put a lot of energy into promoting Einstein Analytics in 2019. And for good reason, the predictive AI software is pretty powerful and integrated with Salesforce, it can give a big boost to your company. Einstein can be applied to many areas of CRM, from analyzing your pipeline to automating workflows. A less […]
