Seasoned service experts share tips on how they help their work-from-home teams deliver exceptional service experiences in a time of increased contact volume.
Tag Archives | Best Practices
Sourced through Scoop.it from: jayakrishnasfdc.wordpress.com Great tip for admins! Keeping your record ages related to only business days!
Sourced through Scoop.it from: www.salesforce.com With so many people and companies now working remotely, makes sense more than ever to think about and discuss plans for keeping remote data safe!
Sourced through Scoop.it from: admin.salesforce.com Great video and content! Building quality reports and dashboards is so essential to having a thriving Salesforce business
Sourced through Scoop.it from: www.salesforceben.com Very helpful insights! Keeping customers distinct from prospects helps in so many ways
Campaigns in Salesforce are one of the more underutilized objects in the CRM. Properly using campaigns admittedly takes a decent amount of planning and setup to yield any significant benefits. However, it can definitely be worth your time if you do it right! Campaigns are ideally used to track marketing efforts, connect leads and contacts, […]
Proper lead management often requires more planning and detail work than most people realize. Doing it the right way is much more than a “set it and forget it” type of mentality. However, when done properly, a few simple best practices can really boost your company and help you keep a pipeline full of qualified, […]
As I’ve mentioned in the past, no one likes data migration. It’s slow, it’s frustrating, and it’ll turn your hair white. But much of the pain is descended from another frustrating area – data entry. When it’s done right, data entry can prove to be the sweet old grandparent who raised a flock of good […]