Salesforce.com is an extremely flexible development platform. Any seasoned admin or developer could create a basic project management tool in short order. But with Salesforce you don’t need to re-invent the wheel. That’s the case with Milestones PM, a free offering from the Salesforce AppExchange.
With the advent of easier web development methods, it’s become easier than ever to saddle your users with an awful user experience (UX). Every day people are creating thousands upon thousands of web applications. These pages confuse their visitors, give poor impressions, and generally pollute the web. This article won’t make you a UX PhD, but it will point out some of the most common UX mistakes.
In today’s business environments, customer expectations are changing the way we do business. Customers expect engagement to be easy, content to be rich, and access immediate and reliable. This is the force powering the movement to become a digital business.
Successful small businesses are one of our favorite types of clients. Technology can often make a major difference when a business has survived the initial startup mode and is now gaining traction in their industry.
Salesforce.com is the market leader among growing businesses. Organizations adopt Salesforce to increase their leads, minimize lost opportunities, and automate business processes. And Salesforce is the perfect tool for the job; it’s fast, flexible, and robust. However, we are often contacted by customers who feel they haven’t yet maximized their ROI.
We always say that in the cloud, nothing is impossible. Last St. Patrick’s Day, my daughter challenged me to use the power of Salesforce…to help catch a Leprechaun! It was a great way to demonstrate the intersection of the “Internet of Things” (IOT) and cloud-based artificial intelligence (AI).
Clients often have website forms with a large number of fields, especially checkboxes. Unfortunately, it’s often Salesforce that bears the brunt of this by simply adding all the fields to the Leads object. In this post, I’ll explain how you can avoid having 60+ checkboxes on the Lead record page, but still show checkboxes on the web-to-lead forms.
Because the Salesforce software takes care of many traditional admin tasks, system administration is easier than ever before. This person is one of the most important resources in making your CRM a success; it’s important to carefully choose your administrator and to ensure they are keeping their skills up to date.