For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and […]
Are you constantly returning to a particular list in Salesforce to get your daily tasks done, such as an open pipeline, or a list of flagged opportunities? Whatever the list may be if it is something you pull up every day you definitely want it to be easy to access and to not spend a […]
As any good project manager will tell you, the job of onboarding and managing customers is a complex and challenging process. Sure, there are plenty of productivity apps out there, but how many are really aligned with the needs of project managers? The TaskRay Project Management app for Salesforce is an established solution that […]
As a small company, Imperial saw immediate improvements to their entire business, from faster deal submissions to significantly improved metrics and data insights.
Last month it was announced that Salesforce is acquiring the email startup company Rebel. Rebel is an email platform that allows businesses to create interactive, next-gen emails that greatly enhances their direct marketing services. What is an interactive email? Recipients of interactive emails can shop, play interactive games, write reviews and more, all directly within […]
When did you first hear about “the cloud” for technology? What started off as a bit of a buzzword for new technology has now become pretty ubiquitous as cloud-based systems are pretty much the new standard. So when it comes to your CRM software, shouldn’t you also be in the cloud? Not everyone has switched […]
Data Migration can be a stressful and challenging process, even for seasoned professionals. The more complex the system, and the longer you have been collecting data, the harder it can be to accurately understand, process and transfer all your essential business data. Over the years, maybe you changed some of your business processes or added […]
The reports and dashboards in Salesforce can be customized to show you just about anything you want to see. This can be a great benefit for any business because you can get in-depth details on your sales team and performance, marketing initiatives, overall ROI and more. Of course, becoming a master of reporting can […]
Today’s modern Salesforce administrator is someone who wears many hats. They are responsible for setting up applications, enabling new features, training users and more! Not only that, but admins are more and more filling roles that used to be filled by traditional IT departments, such as answering user questions, setting up reports and dashboards […]
Salesforce Cloud Flow Builder, as any admin knows, is one of the most versatile and functional features of Salesforce, and it’s about to get even better. The easy to use process builder is getting a few upgrades that will help admins better automate and guide users through their flows. What is the Cloud Flow […]
