Invoices scattered all across your Salesforce org? The more disorganized, the worse it can be to go back and search for the various invoices. Whether it’s to verify some data or to use an old invoice to a new one, you don’t want to spend time digging and searching. Invoices for Salesforce helps clean up, […]
If you have ever used campaigns in Salesforce to create lists, and then use them for various activities, such as marketing, email blasts or to generally keep track of a certain group, then you might have experienced the frustration that is adding members to a campaign. As part of the standard Salesforce feature, users have […]
Have you wanted to make your content more engaging and personal to your customers? One way to do it is with video! However, we aren’t all videographers or filmmakers, so how can you make effective sales and marketing video without hiring an expensive firm. OneMob gives you a wide variety of essential tools, functionality and […]
If you process financial transactions online, and via Salesforce, take a look at this feature app. The PaymentConnect app gives you a wide range of payment features, such as: taking credit card and ACH (echeck) payments over the phone or on the Web, and managed subscriptions and recurring billing. 100% native to Salesforce and with […]
Manually importing leads from various sources can be time consuming and generally a bit of a pain. Not only can they be difficult to keep straight for what is what, but also prone to user error as well. The more you attend events like seminars and conferences, or have a variety of leads that […]
For anyone using Salesforce, many of your favorite apps are probably all about functionality and getting things done. However, some apps are simple organizational items, that make getting things done quicker and easier. Meet the Dashboard Pal from Salesforce Labs. This lightweight app simply allows users a faster and better way to select which dashboards […]
This app from Salesforce Labs helps you provide greater context on records, so your users can get a better understanding. In a nutshell, the CMTD Enhanced Related list lets you filter, define, sort, or groups different related components. You can then organize them, using a drag and drop builder, in whatever way is best for […]
Why does booking travel and tracking expenses have to be complicated? When your regular business day is highly automated and just about everything from your documents to your email to your calendar is integrated, why should your travel and expenses be done with frustrating and time consuming reporting practices. SalesTrip gives a better expense management […]
So there you are, using Salesforce the right way and connecting with various departments and team members via Chatter on your leads. You do some great teamwork and convert the lead. So when you then go into the newly created Opportunity or Contact what do you see? Not your Chatter comments. All of the discussion […]
Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you […]
