Opportunity history reports: a simple, out of the box function, that can do quite a bit when it comes to tracking your data. Opportunity History Reports allow users to view how an Opportunity has changed over time, and by adding a few additional formula fields, can help make the report more robust and flexible. Add […]
Tag Archives | Training
Having a Salesforce consultant to help you along your journey to CRM success is an invaluable resource. Your consultant is an expert in building a strong architecture, anticipating future requirements, and identifying potential challenges and valuable improvements based on your needs. But consulting services can be expensive. Having someone on your team who can take […]
Building a new, custom, powerful CRM for your team is hard work. It would be a shame if all your efforts went to waste, but without a plan for training up your sleeve, that’s exactly what can happen. We’ve spoken briefly in the past about the importance of coming up with a comprehensive training plan. […]
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 […]
User adoption is key to success with Salesforce, but training is always a challenge. Training your users means dealing with competing schedules, travel, and a scattered workforce. There are some great learning management systems (LMS) and online training tools, but having your training and adoption data segregated into different systems means you can never really […]
Mar 11th, 2015 at 11:00am PT Please join Insidesales.com and CloudMyBiz for an insightful review of today’s most pressing sales issues and the technology solutions in the financial services industry. In this webinar you will: Learn the top 9 sales solutions for the financial services industry Discover sales case studies in financial services Find highest […]
Sept 17 2014 at 9:00 am MT (GMT – 6) Join Conga and CloudMyBiz for a live webinar to learn how to maximize your Salesforce and Conga Composer investments. Click here to join us!