When writing marketing emails, it can be pretty common to re-use certain details and bits of content not only throughout the email, but across various emails within a certain campaign. The more emails you are creating, the more you will use these pieces of content, and the more time you will spend on it. This […]
One of the characteristics of modern technology is that just about everything that can be automated, is being automated. From shopping to restaurants to CRM’s, automation is one of the most common changes to come to any business. And the various branches of alternative lending, funding and fintech are no exception. An automated loan management […]
Making little tweaks to your Salesforce Org. can add up to big enhancements. This week’s app gives users 5 handy new lightning navigation buttons to refresh their org, and extend functionality. Because it is built with the standard Salesforce Lightning Component Library, this app will scale with new releases! A final feature of note is […]
User adoption is critical, especially for software that drives your business like Salesforce. At the end of the day, it just doesn’t make sense to be spending money on a system that your team isn’t using. However, the importance of user adoption is more than “we bought it so use it”, rather, user adoption has […]
Keep it simple. This can be the best advice when making sure your Salesforce system does what it needs to do. Sure, there are super complex workflow apps out there, and all sorts of beautiful automation tools, but sometimes you need a good old fashioned Alert to pop up, and stop your users from doing […]
Quality business partnerships between yourself and another company aren’t always easy to come by. However, when you get one that is thriving, you certainly want to keep that ball rolling. Communication, sharing and transparency are some of the essential ingredients. So how do you enable all of these when you and your partner are looking […]
This weeks app is part app, part workflow solution. With the recent release of Spring 2019, and the enhanced Lightning Flows – a new section has appeared on the Salesforce AppExchange – Flow Solutions. Flow solutions help companies, through either pre-built templates or customized flow options in the flow builder, to empower businesses to connect […]
While there are all sorts of apps on the AppExchange that provide tools or powerful additions to your Salesforce org, accounting has been a notoriously difficult one to find. For too many companies, they have to use at least two systems and be switching back and forth between them. This is wasted time and money […]
AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!
If you are like many other companies, you have automation setup so that when you or your users create new records, you begin to automatically follow those records. However, not every record is useful or worth following. And besides, each user has a limit of 500 records that they can be following at any one […]
