Because the Salesforce software takes care of many traditional admin tasks, system administration is easier than ever before. Customizing the application, training users, and “turning on” new features—all are just a few clicks away. The person responsible for these tasks is your Salesforce CRM administrator. Because 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.
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.
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).
We’ve worked with many sales managers. An accurate sales forecast is typically the “holy grail”. All sales leaders are looking to view the pipeline, coach the reps, and manage by exception. But how can this be done without extensive data entry by the reps? SalesDirector.ai is a new product that addresses all of these needs.
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.
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. When a small business is initially starting out, they can usually get by with emailing spreadsheets, leaving sticky notes on desks, and meeting frequently. But in a growing business, these types of systems will break down. The end result is lost opportunity, and a risk of stalling the business.
For decades, organizations have invested in technology to incrementally innovate and become more profitable. In the Digital Era, organizations use technology to transform how they interact with customers, what they sell, how their employees work and make decisions, and how they optimize their businesses.
Salesforce announced the new Lightning Experience today, and it did not disappoint. The announcement came via a massive 100+ city, 20,000 viewer online launch party. During the event, the Salesforce team presented demos of this next-generation CRM experience. They also answered streaming questions about the release schedule, compatibility, and future innovations. Read on for a summary of the festivities.
Salesforce.com is an extremely flexible development platform. Any seasoned admin or developer could create a basic project management tool in short order.
But another benefit of the Salesforce platform is that you don’t need to re-invent the wheel. Often, someone has already created such a tool. That’s the case with Milestones PM, a free offering from the Salesforce AppExchange.
Welcome to the Cloud Notions blog! We’ll use this space to post updates on topics such as:
- Technical Topics
- Project Management
- Software Product Management
- IT Strategy
- Non-Profit Support
Of course, other topics may surface as well. If you have questions or comments about a particular topic, please contact us.