Salesforce Implementation and Onboarding

Posted by Amanda McDonald on Posted in SalesForce Information and Resources
By now, everyone who deals with CRM, at any level, knows that Salesforce is fantastic. It is jam packed with features that are so easy to use, it can working a pleasure. So, when it comes to Salesforce implementation, you know it will be a breeze. Salesforce implementation isn’t just about installing and setting up…

WalkMe – the Perfect Salesforce Support Solution

Posted by Amanda McDonald on Posted in SalesForce Information and Resources
Business owners understand the value of having good customer support for all functions within their company. They also understand the limitless value of Salesforce to meet their CRM needs. Customer support staff interact with Salesforce for many reasons, and one major reason is to provide customer service. So, it’s inevitable that the two should come…

Top 3 Salesforce Automation Tools

Posted by Amanda McDonald on Posted in SalesForce Information and Resources
Salesforce is a great product; nobody’s going to argue otherwise. With its innovative app exchange service, addons and plugins it only becomes more impressive with time. Therefore, it should be no surprisethat Salesforce is the most popular CRM suite available. It not only has functionality and power but it brings some new ways of thinking…

Using Salesforce Offline – User Guide

Posted by Amanda McDonald on Posted in SalesForce Tutorials
Using Salesforce offline used to be impossible (ok, almost impossible). Luckily , they have now released a subset of software available for mobile, various browsers and OS native. This software – known as Connect Offline -lets you work with your local employees and customers offline, from anywhere. Salesforce accomplishes this by synchronizing your master copy…

Mailchimp Salesforce Integration Guide

Posted by Amanda McDonald on Posted in SalesForce Tutorials
Let’s get straight to the facts. Salesforce has a built-in mass mailer. You can build all kinds of templates and automation with it. (If you want to get your hands dirty with some programming, you can even implement Visualforce and Apex).At the same time, we all know – and love – the robust, automatic and…

Top Companies Using Salesforce Today

Posted by Amanda McDonald on Posted in SalesForce Information and Resources
Salesforce is a leader in cloud computing. It excels in the social realm, provides a platform to the sales and marketing world and has great mobile technology. With Salesforce, companies can connect with their teams, partners and even customers – on the cloud. Going in this high-tech direction not only saves companies money; but improves…

How to save 10,000 hours on your Salesforce in just 1 hour!

Posted by Amanda McDonald on Posted in SalesForce Information and Resources
Did you know that with just a few cool tools you can increase your SalesForce productivity dramatically? Discover the solutions that will increase your SalesForce output ten-fold from senior managers presenting their technology. In this video You’ll learn from some of the most popular technologies being downloaded on SalesForce today: Key metrics to monitor your…

Salesforce Database Methods Best Practices

Posted by Amanda McDonald on Posted in SalesForce Tutorials
You probably don’t want to sit through a lecture about databases and the best practices for designing, using and maintaining them. (Well, unless maybe, you’re a tech guy). But, Salesforce database methods are important. You rely on your database being intact and stable, and so do your customers. You need to have a grasp on…

Salesforce Date Functions – A Short Guide

Posted by Amanda McDonald on Posted in SalesForce Tutorials
Date functions are a useful feature of Apex programming in Salesforce. They provides a lot of useful functionality inside forms, plugins and in record-sets themselves. Time stamps and time comparisons are vital in CRM records – especially when it comes to accuracy and record keeping for legal issues. The methods provided in Apex are not…

Salesforce Custom Report Examples You Can Use

Posted by Amanda McDonald on Posted in SalesForce Tutorials
Don’t you just love it when you have to create a Salesforce custom report? or really any kind of document for an infrastructure? Especially when you have no technical or design skills The answer is no. As a marketer, all you can do is groan, and anticipate several hours of frustration (that hopefully will result…