by Mike Walsh | Feb 9, 2017 | Blog, Salesforce-Apps-AppExchange
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, and even include custom images, diagrams or step-by-step instructions. CrowdGuide will increase user adoption, empower those users with quick, helpful guides, and ultimately make the sales process faster and easier.
Have you always wanted to create your own help menu in Salesforce? CrowdGuide is an easy to use and cost effective tool that allows you to create a context sensitive help menu. CrowdGuide sits in your sidebar and helps map your Salesforce journey.
Check out the app on the AppExchange here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 3, 2017 | Salesforce Tips
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 may discuss why a deal doesn’t close, but if that information isn’t being stored somewhere, it isn’t going to help much.
The solution for this is simple and quick. All you need to do is create a new picklist field on Opportunities and/or Leads labeled “Reason Lost”. Find out the most common reasons for lost deals from your team and make sure they are represented in the picklist. You can now use this field to create Reports and Dashboards that include the new data. The longer you capture this information, the more visibility you will have into the reasons why deals don’t close, allowing your team to shift their focus to better quality deals.
Add this simple fix to your Salesforce org and watch your team’s success grow.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 3, 2017 | Blog, Salesforce-Apps-AppExchange
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 a step in the data entry process. Help your already great team continue to achieve with Action Plans by Salesforce Labs. With some quick and easy set up, your team will have everything they need with just a few clicks!
Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a running user.
Check out the app on the AppExchange here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 20, 2017 | Salesforce Tips
Are there reports that you need to see on a daily/weekly/monthly basis? Does running end of month reports take up too much time? Are you on a tight budget and don’t want to pay for licenses for members of your team that only need to see metrics? Scheduling reports is a great tool, but a Salesforce license is required to be included in the delivery. With a Chatter Free User license, you can have business metrics automatically delivered free of charge.
For more cool tricks, check out our blog on the Top Salesforce Tips you loved in 2016 and keep an eye out for our next Tip of the Week!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 13, 2017 | Blog, Salesforce-Apps-AppExchange
Salesforce is an amazing tool for storing and reviewing critical data about your customers and prospects. In just a few moments, you can get a 360-degree view of your interactions with a customer and can make educated judgement calls on how to proceed. But, sometimes you need your team to act on, or know about, critical information as soon as they open a record. If they have to dig through notes and call logs to find that information, they’re wasting valuable time. Not to fear: Popup Alerts is designed to solve just this problem!
Do your employees ever need to be alerted to something very important about a customer? Popup Alerts gives you the ability to easily display that crucial popup alert message on Accounts, Contacts, Leads, Opportunities, and Cases.
Check out this cool, free tool and start alerting your team to important information today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
