While there are all sorts of apps on the AppExchange that provide tools or powerful additions to your Salesforce org, accounting has been a notoriously difficult one to find. For too many companies, they have to use at least two systems and be switching back and forth between them. This is wasted time and money […]
If you are like many other companies, you have automation setup so that when you or your users create new records, you begin to automatically follow those records. However, not every record is useful or worth following. And besides, each user has a limit of 500 records that they can be following at any one […]
There are more than a handful of document generation tools out there on the AppExchange. Some of the big names, such as Conga and Docusign, hold a big market share, but that doesn’t mean their smaller competitors aren’t getting the job done equally as well, at potentially a smaller price tag. WebMerge is a very […]
Want to get started with AI and machine learning but don’t know how? Well the Coveo AI search is a great entry point. You are your team run dozens or hundreds of searches a day. Keywords, phrases or just plain old questions. But the results you get aren’t always helpful. The Coveo AI goes […]
Email integration with any Salesforce object? Including custom objects? It might sound too good to be true, but this app is 100% real. With this handy app you can setup sales automation (Email to Lead or Opportunity); support automation (Email to Custom Case; Create IT Support Requests Automatically; Raise trouble tickets for a Salesforce Helpdesk) […]
Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify […]
Remember back when IBM’s Watson became the champion of Jeopardy! Sure, it almost seems unfair to pit humans against data storage machines, but we did it anyway. Now, Watson has moved beyond trivia and is working to make our businesses faster, and smarter. Designed for Service Cloud users, Watson Discovery for Salesforce proactively identifies case […]
As any good project manager will tell you, the job of onboarding and managing customers is a complex and challenging process. Sure, there are plenty of productivity apps out there, but how many are really aligned with the needs of project managers? The TaskRay Project Management app for Salesforce is an established solution that […]
It isn’t always easy to keep employees motivated and invested. Hoopla, however, is one of the leaders in solving this problem through gamification, leaderboards and good clean fun. How does it work? Hoopla syncs with your Salesforce, and allows you to display charts, graphs, or whatever, on any TV or monitor you want. You […]
Do you use Google Chrome extensions? Depending on your work, and how you use your browsers, you really might be missing out. Chrome extensions are powerful little add-ons to the browser that can do all sorts of things, from running pre-written scripts to giving you hidden info to connecting you to other info sources, without […]
