Businesses often need help making the most of their CRM software implementation, and Salesforce is no exception. Too many companies try to go it alone and find that their CRM software sits unused until someone or something comes along to force a proper implementation.
Getting expert advice before implementing Salesforce software pays off substantially and […]
One of the best aspects of out of the box Salesforce are the reports you can generate from it. Salesforce reports are pretty user friendly, so you can probably manage to most of the basics on your own, but the tips will help you get exactly what you need the first time without having to […]
Even though it is relatively new, Trailhead has quickly become a preferred Salesforce tutorial. One of the reasons it has become so popular so quickly is that it is designed to help developers and admins, instead of focusing on just one or the other.
Of course, as an official Salesforce tutorial, you know that it […]
Companies that ignore the user’s experience are putting themselves at a serious disadvantage in today’s market. If there is a new app or software package available, customers want to be able to figure out the basics themselves. Unfortunately for many users, companies tend to prioritize user experience well below things like timelines and cost. If […]
The worst time to find out that your crisis management strategy is inadequate is in the midst of a serious problem. There are many different solutions on the market, but determining which one best meets your company’s needs can be difficult. When it comes to managing a crisis, you really can’t rely on a one-size-fits-all […]
One of the most important aspects of marketing is to know how many sales actually make it through the pipeline, and what the average speed is for those sales. There are a lot of different angles to consider, and knowing which metrics are the best indicators can help you improve the velocity of your sales […]
6 Keys to Getting the Most Out of Salesforce Automation
You also have the opportunity to see how well current marketing and sales are doing in real time. The marketing team can open the tool and see exactly how well a particular campaign is going compared to the goal. They can monitor different […]