Just ike any other CRM database, no matter how hard you try to keep them out, Salesforce duplicates (salesforce duplicate records) are going to happen. A user may fail to search first before creating a new record in Salesforce. A user may search Salesforce first but does not see the record due to Salesforce sharing [...]
Posts Categorized: CRM
Tips for Crafting Your iPads for Sales Strategy
Our previous posts about Touch.Salesforce.com attracted a lot of visitors. There is no doubt that the Apple iPad will become a valuable tool for sales professionals. With this in mind, we are excited to share this post with our readers: By Ashley Furness, Guest Blogger and Market Analyst for softwareadvice.com/crm. A recent Dimensional Research study [...]
Organizing Salesforce Tabs
As a Salesforce Partner, we are often asked about ways to customize Salesforce tabs to help access important data more efficiently. Salesforce gives you the ability to organize Salesforce tabs along the top of your page to suit your needs. Click the + at the right of the tabs (picture below) to go to the [...]
Increase Salesforce User Adoption: Incentives & Rewards
As a Salesforce Partner, one of the common problems we help companies with is user adoption. For whatever reason, after spending a lot of time and money getting their Salesforce CRM up and running, companies then struggle to transition their employees from the old server-based database to Salesforce. Salesforce user adoption by using incentives and [...]
Introducing Our Salesforce Campaign Service
As a Salesforce Partner, a common issue we see is companies struggling with how to setup and maintain their Salesforce campaigns. Many companies don’t know where to begin to setup Salesforce campaigns so that they’ll be able to generate the reports and dashboards they will need in the future. Or they start out fine and [...]
Working With Salesforce Custom Fields
Salesforce comes with many useful standard fields that are ready to use right out of the box. However, Salesforce fields can also be customized to fit your business’s specific needs. Salesforce custom fields can store specific information that is important to your organization and make it easier for your Salesforce users to find that information.
Salesforce Homepage Configuration Tips
When you log into Salesforce, you most likely land on your Salesforce Homepage. The Salesforce Homepage can be a wealth of information when set up properly. If your administrator has enabled the Salesforce Dashboard section, you can use the “Customize Page” (highlighted in yellow in the picture below) link to select which dashboard to display. [...]
Integrate GMail and Salesforce with Cirrus Insight
By Darren Starr, CEO, StarrForce As a Salesforce Partner, we’ve seen that for more than eight years Windows users have had Salesforce and Outlook integration while GMail users have walked in the desert waiting for the sea to part. Gmail went from invitation only to general release in early 2007. Since that time–and even earlier [...]
Salesforce Best Practices for Sales Managers
As a sales manager, you most likely have a lot on your plate and spend a considerable amount of time tracking down the answers to questions such as: “What opportunities are stuck and need help?” “How active are my sales reps?” “What is the conversion percentage of our leads?” What is my opportunity win/loss ratio? [...]
A Snapshot of How Guidon Performance Solutions Uses Salesforce
by Melissa Sopwith – Marketing Manager, Guidon Performance Solutions Guidon Performance Solutions (www.guidonps.com) began using Salesforce seven months ago because we wanted a CRM system that had the flexibility to evolve with our growing company. With other CRM systems we used in the past, as our company grew, our CRM system was not robust enough [...]