Proper training is key to business success for both the present and the future. It does require some real investment, but it more than pays for itself if you make the right decisions. With the plethora of options out there for training, you might be tempted to just dive in and create a nifty […]
Are you considering a new Salesforce implementation? Or maybe you just implemented Salesforce. Great! But before you continue with business as usual, there are a few things you should consider. Salesforce, like most major investments, takes a little bit of love, practice and know how to get the most out of. From a high-performance […]
So you just installed new software in your company to boost productivity and growth? Great! But how do you get everyone on your team to really commit to adopting and using the new features? Poor adoption can lead to a fractured and dissatisfied team, as well as potential business setbacks and losses. Whether you have […]
By default, Salesforce accounts are designed to function as Business accounts. In a nutshell, business accounts are used to store information about companies or other entities. However, there is another option available. Person accounts. Person accounts are used to store information about individuals and can easily be set up by a Salesforce admin, after all considerations […]
Would you like to have a product that can review and evaluate your Salesforce Implementation and then give you customized recommendations for how to improve? Silly question, right? Who wouldn’t want that. Well that product does exist, and it’s built right into Salesforce. Meet, the Salesforce Optimizer. If you are a Salesforce Vet, you have […]
Has anyone on your team ever needed a quick help menu or reference guide while working in Salesforce? CrowdGuide does just that, allowing you to create quick reference guides that are easily accessed from the sidebar and can be populated from your training material. Build your own guides, select where in Salesforce you want them displayed, […]
This blog is all about finding solutions to improve your day-to-day Salesforce experience. Often, that means building cool formulas or workflows, leveraging URL hacking to speed up processes, and occasionally even introducing you to basic code. But sometimes the most powerful updates are the simplest, and the ones we, living in Salesforce as we do, […]
Data is the way of the future. This is undeniable. But data entry takes a lot of time, and if you’ve invested in an expert sales team, you cringe at the thought of them wasting all their time entering data into your CRM when they should be doing what they do best – selling. You […]
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 […]
