login

Automation

Tag Archives | Automation

Coming Soon: Einstein Opportunity Scoring for Salesforce

Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions. What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps […]

Continue Reading 0

App of the Week – Campaign Member Helper

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 […]

Continue Reading 0

App of the Week – SalesTrip: travel and expenses on Salesforce

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 […]

Continue Reading 0

App of the Week – Opportunity Merge

Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly […]

Continue Reading 0