The more you use Salesforce, the more you will find opportunities to work with large numbers of records at once. Whether its from a list view, a campaign or any other list of records, you will need to be efficient. One action that often comes up as desired, but is missing from Salesforce by default, […]
A fully featured billing, contracting and payments app can be hard to come by. The Sertifi Billing for Salesforce app gives you just about everything you could want, from eSignature and payment capture, to collaboration and markup features. It has helped companies increase revenue and increase worker productivity, which is a great benefit of any […]
Invoices scattered all across your Salesforce org? The more disorganized, the worse it can be to go back and search for the various invoices. Whether it’s to verify some data or to use an old invoice to a new one, you don’t want to spend time digging and searching. Invoices for Salesforce helps clean up, […]
If you have ever used campaigns in Salesforce to create lists, and then use them for various activities, such as marketing, email blasts or to generally keep track of a certain group, then you might have experienced the frustration that is adding members to a campaign. As part of the standard Salesforce feature, users have […]
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 […]
