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: Salesforce.com
Salesforce CRM for Promise Management
Businesses, including businesses who use Salesforce, succeed when they are good at keeping the promises they make to their customers. And if helps a lot if they make promises people value. An example of this is Starbucks: regardless of which Starbucks I visit, when I order a decaf no-foam soy latte Starbucks promises to give [...]
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 [...]
Salesforce License Types and The Salesforce Service Cloud
Salesforce license types can be tough to figure out sometimes. In addition to having Salesforce Group Edition, Salesforce Professional Edition, Salesforce Enterprise Edition, and Salesforce Unlimited Edition, Salesforce also has the “Salesforce Sales Cloud” and the “Salesforce Service Cloud”. It can be confusing keeping all of the different editions straight and now we need to [...]
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 [...]
Salesforce List Views Tips
As a Salesforce Partner, we frequently get asked about Salesforce List Views. With Salesforce list views you can filter on any field you have access to – on the object you are creating the view for – and you can choose up to 15 fields to display as columns. You can pick the order that [...]
Organizing Salesforce Related Lists
Salesforce gives you the ability to organize Salesforce related lists on each object to your liking. By going to Setup | Personal Setup | My Personal Information | Change My Display (picture below), you can select an object and then choose the Salesforce related lists you want to display and in what order they display. [...]
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.