877.703.4488 info@cloudmybiz.com
Tip of the Week – Improve your sales numbers with one custom Salesforce field

Tip of the Week – Improve your sales numbers with one custom Salesforce field

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

App of the Week – Easily Update Records with One Click Update

App of the Week – Easily Update Records with One Click Update


Without a doubt, Salesforce is an awesome platform to gather and review data. Sometimes, it can seem like there is so much data available, it can take too long to make simple updates. Even just making a quick update on the status of a Case, or changing the stage of an Opportunity to Closed Won, can require up to four button clicks. Many people may not know that you can easily streamline your end-users experience with One Click Update!

This app allows you to quickly update records with just one click. Without clicking on Edit or Save button, Picklist fields can be edited & updated in just one click. Easy and efficient app for everyone including Sales and Customer Service reps.

This app has been around for a few years now and has great reviews. Check it out here!

App of the Week – Salesforce Picklists take center stage with Visual Status

App of the Week – Salesforce Picklists take center stage with Visual Status

Not all fields are equal in Salesforce. Sure, names, email addresses, and phone numbers are critical. Sure, it’s important to have all that data related to an Account, Case, or, Opportunity. But I find that, more than anything, picklists really tell you what’s what. Picklists are your statuses, your service level agreements, your priority. But these critical fields have a way of hiding amongst the clutter of a complicated page layout. If you need to see picklists big and bold, understand your pipeline, and have a powerful, at-a-glance, way to identify what’s important, you should check out Visual Status.

Records typically have picklist/dropdown fields identifying what stage/state that record is in the overall lifecycle. This is true for Accounts, Opps, Leads & other custom objects. These picklist fields occasionally get lost with all other fields on pages… With just one VF component and a completely open & customizable attribute model this app can visually represent any picklist field in any object to present a beautiful representation on standard & custom pages. With no limits, make all your picklist process fields stand out.

This free new app looks awesome, so check out Visual Status today!

App of the Week – Salesforce Reports are better than ever with Multi-Select Frequency Reports

App of the Week – Salesforce Reports are better than ever with Multi-Select Frequency Reports

A few weeks back, we told you about the difficulties associated with Multi-Select Picklists and shared a solution to resolve those issues with regards to Dynamic Reports. But if it’s Matrix Reporting you need, that solution just isn’t going to get you to the finish line. Well, if you need a simple solution for building powerful Matrix Reports based on Multi-Select Picklists, I’ve got a free solution for you!

Have you ever tried to create a Matrix Report that groups by a Multi-Select Picklist? Then you know that Salesforce can’t group by a single picklist values. With a few easy clicks our app will create a Matrix report grouped by individual picklist values.

This powerful, free app has been around the block and has some fantastic reviews, so give it a try today!

Tip of the Week – We’re all excited about Global Picklists in Salesforce

Tip of the Week – We’re all excited about Global Picklists in Salesforce

Global Picklists

 

Picklist fields in Salesforce are a dream for data entry and reporting. For fields with standard values like industry, program type, or service level agreement, simply choose from a dropdown, and then organize, segment, and sort your Reports to your heart’s desire. But consider if you will this admin nightmare: a client’s region is critical to your business. It drives how you sell and provide service. You list their region when they start out as a lead, and this carries over on conversion to their Account. Every time you make a change to your regions in Salesforce, you have to update the field on both the Lead and Account objects taking care to keep your spelling and formatting the same, then reorder both to avoid confusion. This takes WAY too much time. Wouldn’t it be nice if you could make your change to one picklist and have that update reflected across the board? Keep reading!

Global Picklists in Salesforce are an exciting new feature! Creating a global picklist is easy – go to Setup -> Create -> Picklists, then go through the usual process for creating a new picklist on any object. Next, go to an object, create a new Picklist, then choose the radial button “Use global picklist definition” and choose the picklist you need from the dropdown. Note that this feature is currently in Beta, and while it is already available in some Developer Orgs and Sandboxes, it may not be available to everyone. For more information on how to get your hands on this feature a little early, check out the release notes here, and enjoy this exciting new feature in Salesforce!

-Jared and the Salesforce Guys