by Mike Walsh | Oct 13, 2016 | Salesforce Tips
No matter your industry, it’s important to be in touch with your customers on a regular basis. Regular touch-points allow you to nurture incoming leads, earn repeat business, and keep customers in the loop while you resolve issues or get answers to their questions. Because it is so crucial, you want it to be as fast and easy for your users as possible, so you may have already created powerful call lists with Reports or List Views. The problem with these, however, is that they still require quite a few clicks: into the record, the Log a Call button, Save, then navigating back to the list. Wouldn’t it be nice if you could just click a button, Log the call, then Save and be redirected back to your call list? I’ve got a simple solution for you!
You may recall that Salesforce Formula Fields can do a lot more than math. They can also be used to display images and create dynamic hyperlinks. By using a hyperlink formula alongside some simple URL hacking, you can create a field that will let you know if a call is required, click into it to immediately log a call, and when you save, be directed straight back to the list. The code is mostly copy/paste and easy to modify to meet your team’s needs. Just replace who_id for what_id if you’re working with anything other than Contacts or Leads, and replace the retURL parameter with a link to your Report or List View. What’s more, a little simple dev work can take it to a whole new level. Give it a try today!
IF( TODAY() - LastActivityDate < 7,"DONE!",
HYPERLINK("/00T/e?title=Call&who_id="& Id &"&tsk5=Call&followup=1&retURL=%2F003?fcf=00BE0000001VaYc", "Call","_self" ))
-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 | Oct 5, 2016 | Blog, Salesforce-Apps-AppExchange
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!
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 | Jul 8, 2016 | Salesforce Tips
Leads are the standard starting point of all sales in Salesforce. Leads come in by the droves from the web, purchased lists, trade shows, and more, and your team works like mad to qualify and convert those leads into real opportunities, and better yet, sales. But the value of your leads doesn’t stop once they’re converted. If you learn how to leverage data from all your leads, even the converted ones, you can move beyond the mad rush and find ways to target the most valuable leads for even more closed deals.
Accessing data from converted Leads can seem foreign if you’re new to Salesforce, as you can’t access them from standard list views or even links, but it is actually quite simple. Using a standard Leads Report, you can view all Leads which have come through your pipeline. Add the “Converted” standard checkbox, summarize that field, group by Lead Source, and add a chart showing % converted by Lead Source to see which channels are bringing you the most qualified Leads. Using the standard Leads with converted lead information Report brings in Opportunity data for any of those Leads which have converted, so that you can now see both conversion percentage, and average and total amount won for any related Opportunities. Add custom formulas to give you even more valuable info, get creative, and soon you’ll be able to leverage this data to direct your team towards the most valuable Leads!
-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 | Jul 8, 2016 | Blog, Salesforce-Apps-AppExchange
Understanding your marketing and sales funnel is critical to success for your business. But building valuable reports and useful charts to understand your sales pipeline takes time to master. With tricky Reports, formulas which can be confusing, and difficulty nailing down exactly how to segment it all, your head might be spinning. Wouldn’t it be nice if there was a quick, easy way to get all that info without the hassle? Check this out!
CloudAmp’s Marketing & Sales Funnel shows you your leads, converted leads, and won opportunities in an easy to understand funnel chart with conversion percentages. Easily switch between 30, 60, and 90 day views and customize the source reports.
This free app is pretty new, so give it a try and be sure to leave your feedback!
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 | May 13, 2016 | Blog, Weekly Top 5
When you’ve got a product to sell and your competitors are chomping at the bit to snipe your potential clients away, the name of the game is speed. If you can move faster than the competition, you maximize your chances to win the deal. In order to accelerate your sales process, you need to get a handle on the turnaround time for each step, identify the bottlenecks, and collaborate with your team to identify solutions for streamlining those rough spots. Below are the 5 things you need to start speeding up your sales cycle in Salesforce.
- Date/Time fields for each Stage – Creating a date/time field for each Stage lets you time-stamp when a Lead or Opportunity reaches that stage
- Workflow Rules to update the Stage date/time fields – For each date/time field, you’ll need a Workflow Rule to update that field when the Stage is updated to match that.
- Formula fields to calculate the time between each Stage – For example, if your first two stages are App Out and App In, you’ll need a Formula to calculate App In – App out.
- Reports to calculate average time per stage – It’s best to filter out open deals so that you’re working with the most complete data set. You might want to create one Report for deals you won and another for deals you lost to get a solid understanding of why you win some and lose others.
- Goals for improvement – Information is all well and good, but if you don’t set goals for future improvements, there will be no urgency to make those improvements.
This is a simple Salesforce solution for identifying bottlenecks and improving your processes, but it can be very powerful. If you need a more dynamic solution, something targeted at your specific Salesforce process, or recommendations on how to meet your goals, talk to the team at CloudMyBiz today!
-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.
