Visibility into your sales pipeline and performance is no joke. After all, if you don’t know why you were successful in the past, how can you tell if you are going to be a success in the future. Which Salesforce does come equipped with the ability to create custom reports and dashboards, they may not […]
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, […]
When you have Salesforce, you have a huge array of tools at your disposal on the AppExchange. One of the downsides here is that you can easily end up with a ton of separate tools and features, that don’t necessarily talk to each other and potentially leave you with gaps in your knowledge. Wouldn’t […]
Salesforce reporting gives users an easy and effective way to keep informed of the metrics that matter to them the most. But did you know that you can set up your reporting to be delivered to you automatically? That’s right, instead of having to manually run reports, you either subscribe or schedule, and those customized […]
If you have sensitive or important data stored on Salesforce, this app provides an easy way to backup your files. Select standard or custom objects and schedule a data export to your Google Drive or Dropbox account. You can also set up recurring exports, allowing you to do a one time setup, and have your pertinent […]
Subscribing to reports in Salesforce is an easy and effective way to keep yourself informed about important metrics. Instead of having to manually run reports, you just click the green subscribe button, and those customized reports will be delivered automatically to your inbox. However, what if you forget which reports you are subscribed to? Or […]
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 […]
Oh automation. It’s a buzzword. It grabs headlines. Everyone wants it. This is all for good reason though, because it really does make life and work easier. If I could automate putting my socks on, I would probably do it. As you likely know, Salesforce has a plethora of powerful tools, such as Approvals, […]
One of the great things about Salesforce is that it is highly customizable and with the proper configurations, makes your process much easier and simpler. Unfortunately, because it takes some know how to create shortcuts, small issues can arise and slow things down. In the specific case of creating reports, sometimes you will notice that […]
Salesforce Dashboards and Reports allow for some of the smoothest and smartest data processing on the market. You can keep track of deals and sales to amazing extents, but sometimes your dashboards can get off or out of date. Of course, since you are working in Salesforce, fixing that is no sweat. With a bit […]
