by Mike Walsh | Jun 10, 2016 | Blog, Salesforce-Apps-AppExchange
You’re wrapping up an important sale. You’ve worked out all the details. You’re sitting down for coffee to wrap things up. You can deal with contracts later, but right now, you just need a quick signature to get the ball rolling on a few things. You don’t want to wait for them to get a DocuSign document by email, or worse yet, go back to their office, print out the doc, sign it by hand, and fax it over! You want to get the signature and move on. You need Simple Signature for Salesforce!
Introducing a simple solution to capture signatures on the Force.com platform. With Simple Signature you can acquire signatures on release forms, petitions, waivers, and other simple forms that need a few key data elements and a signature. Simple.
This app is free, quick, and simple to use with Salesforce1. Check it out and see if it will meet your needs 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 | May 25, 2016 | Salesforce Tips
Chatter has been around for quite a while now, but I find very few businesses fully leveraging it to improve their process flow. We’ve written quite a few posts around how to use Chatter, and today, I hope to add to that by giving you a simple user adoption plan with a couple quick tricks that will make Chatter an invaluable tool for your team.
Start out by reviewing the standard Chatter Actions available on each object. Out of the box, Salesforce offers key features like logging calls, uploading files, creating new Cases, and more. Ask around the office to find out what your team is doing most often, and create custom Chatter Actions to fill the gaps to help streamline those processes (see #1 here). Set up Chatter Feed Tracking to update the feed whenever key updates occur on a record. Finally, pick two or three actions your team should always complete within the feed, and when they do, congratulate them with an @mention. Drive towards Chatter, and away from email, for all collaborative conversations around records. Once your team gets the hand of Chatter, there’s no going back!
-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 | Apr 27, 2016 | Blog, Salesforce-Apps-AppExchange
Having a clear training plan is critical for user adoption in Salesforce. Effective training gives your team the tools they need to succeed. But when training requires long meetings and reading dozens of pages of documentation, it can be hard to get your team up to speed quickly. You need a tool that provides contextual training guidance to your team, and allows you to assess their learning easily and on the go. You need to check out Tipster!
Tipster turns your average users into expert users. Dramatically improving user adoption and ensuring the most successful Salesforce implementation possible with context sensitive guides and training within Salesforce.
This training tool covers a lot of ground and can be a fantastic investment for your organization! You should check it out 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 | Mar 18, 2016 | Blog, Salesforce-Apps-AppExchange
You’re a busy sales rep on the run in the field. You buy your plane tickets on your phone, fly halfway across the country, order your Starbucks the second you land, and grab an Uber at the airport to whisk you away to your first meeting. You care about ease of use, simplicity, speed. If you can caffeinate and travel the world without typing a word, why can’t you keep your Salesforce records up to date with the same simplicity? Well, you can with Zero Keyboard for Salesforce!
Keep Salesforce up-to-date on the move without typing. Log activities, enter leads and contacts, record meeting memos, update opportunities and more by using gestures, voice and pictures. 100% customizable workflows to suit your sales processes.
This brand new app looks awesome, and you should check it out 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 | Mar 4, 2016 | Salesforce Tips
Your sales team is busy, flying this way and that across the globe to meet with prospective clients and close deals. Because of their tight schedules, they use their time in the air to review notes and prepare for upcoming meetings. Many flights these days have wifi, but not all, and it’s always expensive. Your team needs access to their Salesforce data on the fly, no matter where they are or how many cell phone bars they have. The team at Salesforce is one step ahead of you!
The Salesforce Spring ’16 release come with offline access for Salesforce1 for the Sales Cloud! All your users need do is download and log into Salesforce1 to enable offline access (through you can always disable it later). The app will automatically cache records they’ve recently viewed on both the app and on their computer so that the data they need is always accessible. Check out the release highlights for more gems, and the help doc for additional details on offline access. Happy travels!
-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.
