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 […]
Quality business partnerships between yourself and another company aren’t always easy to come by. However, when you get one that is thriving, you certainly want to keep that ball rolling. Communication, sharing and transparency are some of the essential ingredients. So how do you enable all of these when you and your partner are looking […]
Salesforce has long used the idea of “a 360-degree view on the customer” to describe just how the CRM works in relationship to clients and customers. Of course, what this means is that the better the CRM, and the more data involved, the more complete a view you can get of who is […]
Slack is not exactly an unknown name in the business world. In fact, it is estimated that Slack has about 8 million daily users. Which is pretty not bad! Slack themselves have a number of ways to use the popular messaging app, from mobile apps to desktop programs, but this Salesforce integration can make your […]
Slack is one of the most common messaging tools out there. Primarily used by businesses, the app is being used by over 6 million people a day and growing. Woobot, an app available on the Salesforce AppExchange, allows your Sales team to access their Salesforce pipeline directly from Slack. Easy access to the sales pipeline means more […]
Opportunity teams are just what they sound like, a team of people working an Opportunity who all have individual roles. It allows you to control who is working on what deal, and what their role is. You can grant your Opportunity Team members special access to the Opportunity and its related records, making it easier […]
Document sharing and cloud access is surely and steadily becoming the norm across all business platforms. Ask anyone who has been using it for a while if they want to go back to the old system of sending individual docs back and forth with minor edits here and there. Not a chance. What if you […]
Has anyone on your team ever needed a quick help menu or reference guide while working in Salesforce? CrowdGuide does just that, allowing you to create quick reference guides that are easily accessed from the sidebar and can be populated from your training material. Build your own guides, select where in Salesforce you want them displayed, […]
Your business relies on sales. At the end of the day, nothing is more important than closing that Opportunity, but not every sale is won. You have a great sales team, but it is still important to understand why a deal doesn’t close so that you can learn and improve your process going forward. You […]
Your business has been running for a few years and your team has experienced and learned quite a bit along the way. They are trained and everyone has a great process in place. But that doesn’t mean they don’t get busy, so the potential is always there to forget to log a call or miss […]
