Today’s tip comes courtesy of a recent client question that yielded great results. Specifically, the question came up, “what do I do if I want to override the default page for the Opportunities Tab?” The solution here comes in two parts. First, you need to create the custom Visualforce Page that will be used to […]
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 […]
Do you use Salesforce? Do you use Google Sheets? If so this product is for you. Just call our toll free-number now and and for only 3 easy payments of $39.95… Just kidding. This app of the week is totally free, and really easy to use. By integrating Salesforce and Google sheets, you can now […]
Last month, we shared a free app from Salesforce Labs to help your team keep on top of their deals. But accountability can only get you so far. It can be difficult to predict what today’s pipeline will turn into profits tomorrow, but you don’t want to be playing dice when commissions are on the […]
When sales is your business’s lifeblood, nothing is more important than winning that opportunity, but let’s face it, you can’t win ‘em all. You’ve got an amazing team, and when a month goes by where the win rate is less than you projected, it is important to understand what happened so that you can improve […]
