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, […]
Salesforce isn’t just an enterprise-level CRM, companies of all shapes and sizes can use and benefit from the powerful features and tools. Of course, to get the most from your CRM, strong internal Salesforce support can make a huge difference in the platform’s success! When you start looking out for a CRM software for a […]
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 […]
Whether you are a beginner, intermediate or expert admin, or have recently inherited an org, there are a number of things just about any admin can do to make their org more user-friendly. With some of these simple tricks and processes, you can not only give your users a better environment to work in, […]
Configure. Price. Quote. CPQ can revolutionize a sales cycle, and though CPQ is not unique to Salesforce, (there are many different options for CPQ out there) but the powerful Salesforce version is one of the better options on the market. What is CPQ? For any company that faces the challenge of quickly and […]
Salesforce has developed an enhanced note taking system, and it’s available only for the Lightning Experience. Do you or your users rely on their digital notes to do their jobs? If so you might want to consider this enhanced Salesforce feature. With a better system, you can communicate faster, communicate more effectively and boost your […]
Customizing your user interface can be done for any number of reasons, but the most significant is to create an intuitive and efficient setup for you and your co-workers. Why keep apps, links and reports on your homepage if they never get used? Salesforce Lightning was built from the ground up with the idea […]
Did you know that you can expand your email messages when composing them in Salesforce? As one of the many tweaks to Salesforce rolled out in the Summer ‘17 Release of Lightning, you can now expand your email template to a large pop-up screen. This little known trick can save you headaches and make your […]
Sales strategies and closing deals are far more of an art form than a science. Even with all the developments and growth in modern data analytics, closing a deal still remains something that can’t quite be quantified. That is where Crunchbase comes in. The app is designed to help make the sales process a bit more […]
Document sharing and cloud access is surely and steadily becoming the norm across all business platforms. Ask anyone who has been using it for a while if they want to go back to the old system of sending individual docs back and forth with minor edits here and there. Not a chance. What if you […]
