by Mike Walsh | Oct 3, 2019 | Blog, Salesforce-Apps-AppExchange
So there you are, using Salesforce the right way and connecting with various departments and team members via Chatter on your leads. You do some great teamwork and convert the lead. So when you then go into the newly created Opportunity or Contact what do you see? Not your Chatter comments. All of the discussion relevant to that Lead has simply vanished, and now you are at a disadvantage… unless you install the Lead Convert for Chatter app!
Move Chatter from leads to contacts, accounts, and opportunities! All posts, comments, likes, links, and files are migrated for you when your leads are converted.
Check it out 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 | Sep 6, 2019 | Blog, Salesforce-Apps-AppExchange
When you are doing business on the go, or under a short deadline, you may need to quickly transfer physical elements of the deal to the digital. While there are all sorts of apps and programs out there that can transfer your documents, images, attachments, etc. what about a person’s handwritten signature? Signature Capture does just that, allowing anyone to create a digital signature and store it in Salesforce, directly on the related object so it can be re-accessed at any time.
Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment or Salesforce file (Salesforce files added in July 2017 update)
Check it out 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 | Jul 3, 2019 | Blog, Salesforce-Apps-AppExchange
Imagine you have a series of image attachments and files on a lead or account page. With standard functionality, users have to click on each image separately to view, and then close them down to see another. The Lightning Image Slider does away with that and makes it easy to scroll through each image, without the slow procedure of clicking onto each item. You can also set it up for autoplay, and adjust how long each slide stays on the screen.
The Lightning Image Slider lets an admin user to quickly setup a image carousel on Lightning Experience that displays the image attachments of a sObject record. This component can also be leveraged by developers to embed within another Lightning Component/Application as well as Visualforce pages.
Check it out 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 | Jun 20, 2019 | Blog, Salesforce Tips
So you are looking for a new CRM for your company, and have been eyeing Salesforce. You know that it is heavily touted as the world’s #1 CRM, but when it comes to knowing which Salesforce Edition and which clouds to buy it can be pretty overwhelming.
This article is going to focus on the question of “which edition?” for Sales Cloud. After all, this is Salesforce and it only makes sense to start with the bread and butter of the CRM. The other Salesforce Clouds, such as Marketing and Service. are a topic for another day. A quick note, all editions available now are for Lightning only. For those familiar with Salesforce Classic, it is being phased out with the complete migration taking place fall of 2019.
So without further ado, let’s jump into the breakdown:
Salesforce Essentials
The Essentials edition is best for small companies that need basic CRM software with standard features.
As the most basic version of Salesforce available, this version of Salesforce gives you what you would expect, the basic functionalities and features to run a small business, and not much else.
You can store, manage, search, and analyze data but won’t have access to the extreme flexibility that it provides.
For small businesses, this can be an added benefit. By keeping the package small and light, it needs little attention or maintenance, since most small companies don’t have a dedicated IT or CRM admin anyway. To let you know just how small we are talking about, Essentials limits the number of users to 5.
What you get:
- Account, contact, opportunity and lead management
- Basic automation
- Cloud/mobile functionality
- Trailhead – Salesforce’s interactive training
Salesforce Professional
Professional is ideal for mid-sized companies with finite product or service offerings and a single sales unit. Most growing businesses will look to Professional as their answer, especially as it is the least expensive option that allows for unlimited users.
Professional builds upon the features of Essentials, give you more robust functionality, customization and integration options, while still remaining easy to use. To get the most out fo this edition though you will need to have someone with Salesforce admin experience available to spend time with the system.
What you get:
Everything in Essentials, plus:
- Increased automation, including validation rules, sales paths, lead routing and tracking and account insights.
- Lead management with various lists and campaigns
- Dedicated access to the Salesforce mobile app for iPhone and Android.
- Customizable tabs within the record pages.
Salesforce Enterprise
Enterprise, as you would also expect, is for medium to large businesses with larger sales and marketing teams. These businesses likely need custom functions, access to an API, automation, the ability to send emails, and various 3rd party integrations.
Salesforce Enterprise meets the need of complex businesses with large scale deployments. It has full flexibility and customization and has options for sales, marketers, and executives alike.
What you get:
All the features of Professional Edition plus:
- Automated lead workflows
- Action Plans with tasks, categories/hierarchies
- Email Marketing – Send marketing emails from Salesforce.
- API connections with Salesforce
- Custom Dashboards
- Privacy settings for individual users
If you are going for Enterprise, you will likely require an experienced Salesforce Admin to keep the system running smoothly. While this admin work can be outsourced to an outside consultant, it is often a good idea to have someone on staff for the quick fixes and everyday tweaks.
Salesforce Unlimited
This is for the big-time players. If you don’t know if you qualify, then you probably don’t. Unlimited edition is best for large companies with thousands of users. With Unlimited, you get 24/7 toll-free support, access to the premium knowledge database, developer support that facilitates custom code development and multiple Developer Pro Sandboxes for development and testing of new functionalities.
Companies with Unlimited generally require a large number of custom applications, multiple sandboxes, or have unique business needs.
What you get:
No limits on functionality or customization, and everything in Enterprise, plus:
- Instant access to Salesforce Support
- Unlimited custom tabs
- Larger storage limits
- Unlimited custom applications
- Multiple Sandboxes for development testing
So there you have it. In the end, the best option for you and your business depends on your needs, both short term and long term. Finally, for a quick pricing guide, and a detailed breakdown of each and every feature in each edition, take a look here.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
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.
![App of the Week – GSP Sales Dashboard – Enterprise+]()
by Mike Walsh | May 15, 2019 | Blog, Salesforce-Apps-AppExchange
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 be giving you everything you need. With the GSP Sales Dashboard from the AppExchange, you will get some great pre-built dashboards, such as Average Deal Size and Win Rate by Salesperson, and more!
“Fully customizable, high impact sales dashboard that gives tremendous visibility of the size, trend and quality of the sales pipeline and sales performance. ”
Check it out 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.
