Preventing Salesforce Duplicates

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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 settings.

Or a user (or admin) may upload files into Salesforce from a service with a tool that does not check for duplicate records. Either way, it is an ongoing process to keep the database clean.

Salesforce Duplicates, Salesforce Partner, StarrForce, salesforce duplicate recordsSalesforce duplicates can cause all sorts of issues: from wasted effort to upset customers and user apathy.

  • Multiple reps could be working the same account without knowing it
  • Reporting can be skewed from the extra records
  • Customers could be contacted by different reps on the same subject, be it a sale or case (more…)

Salesforce CRM for Promise Management

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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.

Salesforce activity managment, Salesforce promise management, Salesforce Partner, promise managementAn example of this is Starbucks: regardless of which Starbucks I visit, when I order a decaf no-foam soy latte Starbucks promises to give me the same decaf no-foam soy latte no matter which of their locations I am visiting.

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Tips for Crafting Your iPads for Sales Strategy

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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 found that while 78 percent of employers plan to invest in iPads by the end of next year, a majority haven’t created a corresponding adoption plan.

This statistic was literally brought to life the other day when two iPad-carrying sales reps stopped by my office. The pair came in to pitch executives on their latest telecom solution, but neither ended up turning their tablet on. This got me wondering– if they had a plan for using their iPad, what would it look like?

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Salesforce License Types and The Salesforce Service Cloud

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salesforce license types, starrforce, salesforce partnerSalesforce 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 know which Salesforce Cloud we need?

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Organizing Salesforce Tabs

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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 “All Tabs” page.

Salesforce Tabs, Salesforce Partner

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Increase Salesforce User Adoption: Incentives & Rewards

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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 rewards.
Salesforce user adoption, Salesforce Partner, StarrForce

First of all, your prospective Salesforce users might be asking, “what’s in it for me?” Therefore, these are some of the things you might want to incorporate into your Salesforce user adoption plan:

  • Make Salesforce user adoption fun – Decide what behavior you want to reward most – such as proposals or on-site demos – and then reward the top performers as part of a game or contest. (more…)

Salesforce List Views Tips

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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 the columns display in and you can even sort by a column ascending or descending.

Each user can have their own personal Salesforce list views.  Use Salesforce list views to speed up access to your important records. If you are creating list views for records you own, like “My Accounts in California”, then use the “My” criteria in the “Filter by Owner” section instead of adding an additional filter of “Owner = Your Name” (picture below).

Salesforce List Views, Salesforce Partner, StarrForce

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Salesforce Hover Link Tips

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As a Salesforce Partner, we frequently get asked about Salesforce Hover Links, the little links above the buttons (Edit, Delete, Etc.) on a record’s detail page (picture below).

Salesforce Hover Links are links to the related lists on that page and display in the same order from left to right as the related lists are displayed from top to bottom. They also count the number of records in the respective lists so you can see at a glance the record count.

 

Salesforce Hover Links, Salesforce Partner, StarrForce

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Organizing Salesforce Related Lists

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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.

 

Salesforce Related Lists, Salesforce Partner, StarrForce

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Introducing Our Salesforce Campaign Service

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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 over time the campaigns become disorganized and incomplete. This results in them not being able to generate the analytics they need to understand how their Salesforce campaigns are performing. Because of this they invest in campaigns that are not producing results while at the same time not investing more resources into their most effective Salesforce campaigns.

Salesforce Campaigns, Salesforce Partner, StarrForceBased on our experiences helping a lot of companies with these issues we are now offering a service in which we use best practices to set up and optimize Salesforce campaigns in order to provide companies with insight into how their campaigns are performing.

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