Most businesses use Salesforce for sales, but Salesforce is much more than just a CRM. In fact, you can (and should) manage your whole business on the Salesforce platform.
You don’t need to buy different systems to manage different aspects of your business. When it comes to helping you run your business, Salesforce can do it all. Here are a few ways you can use Salesforce as a centralized platform to manage your business. (more…)
Duplicate data management and data stewardship are big challenges for all businesses. Databases that aren’t kept clean and updated can cause you to make unwise business decisions and affect your ability to execute quickly.
Fortunately, this can be prevented within Salesforce. You don’t have to rely on AppExchange products for duplicate data management anymore. The platform now offers Duplicate Data Management as a native feature. If you’re using the Professional, Enterprise, Unlimited, or Developer editions of Salesforce, you can setup duplicate data detection using Data.com Administration Duplicate Management (you don’t need a Data.com license). (more…)
Salesforce’s internal social collaboration platform, Chatter, is one of the top social collaboration tools according to review platform, G2 Crowd. This isn’t surprising. Chatter has enabled businesses to share valuable information amongst themselves, changing the way they collaborate and communicate internally.
Chatter is a versatile tool for your company. Here are three of the best ways you can use it to help your business: (more…)
For growing businesses, having data in multiple, siloed systems is a major issue. Data is spread across multiple systems making it hard to have a full 360 view of vital customer information.
It’s hard to know everything that’s going on in your business. Trying to integrate the data you need into one place can be a headache, time consuming, and an expensive endeavor. You can avoid these problems with Salesforce.
1. All your information is in one location. (more…)
In a previous post, we talked a little bit about the new Salesforce Lightning Experience. We want to discuss in detail one of the best new features – the new reports and dashboards.
First of all, like the rest of Lightning’s new user interface, reports and dashboards look better than ever. They’re also easier to navigate and edit. They are more interactive too, which makes the data more engaging to read and interpret. Here are some of its best features: (more…)
Many times when a routine event occurs in your business, it starts a chain reaction of other events. People need to be notified, tasks must be scheduled, and processes must be started. Day-to-day business operations are made up of dozens or more of interrelated actions and reactions like these: (more…)