Dynamics 365 and LinkedIn Sales Navigator This solution bundle is a step in the right direction in trying to compete with increased competition. Microsoft has created a product that will help Sales Professionals Prospect, grow a Lead Funnel, and convert more opportunities. Benefits for your Sales Reps: Reps are able to identify prospects based on […]
Prospecting with Microsoft Dynamics & LinkedIn Read More »
Want to add a Google Map location to your custom objects in Salesforce? Want to have a visual location of your records? Want to be able to look at any record marked on a map like the one you see below? Here are the steps to get that done! Step 1: Remote Site Settings First
Add Google Map To Any Custom Object In Salesforce Read More »
Salesforce Path is a key Lightning feature.Path guides users along steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal. Path is available for leads, opportunities, quotes, contracts, orders, and custom objects in Lightning Experience. Here is a short list of benefits of this powerful tool as well as features I believe
Salesforce Path: The Good & How It Can Be Improved Read More »
How to increase adoption is always a discussion throughout the evolution of your org. Creating a top-down policy will always be the most effective measure. The culture of, “If it’s not in Salesforce, it doesn’t exist” creates mandatory Salesforce use. However, though this is the most effective, doesn’t mean it makes it any easier to
8 Tools for Admins to Increase Salesforce Adoption Read More »
How do you prepare for data migrations? What tools do you use for data loading? My preparation always starts with a lot of coffee followed by organization of all my data. Data can come in large quantities, so it’s important that you are familiar with the data and the tools you are using. I have
Top 4 Data Loaders for Salesforce CRM Read More »
One of the most powerful components of Salesforce is it’s ability to connect all types of software. For Sales Cloud and Service Cloud users, one of the most important connections is email integration. Logging activities, application switching, scheduling meetings all take time. Efficiency is the key to success, and Salesforce Inbox provides the tools for
3 Reasons Salesforce Inbox Increases Efficiency & Drives Business Read More »