3 Keys to a Successful Salesforce Implementation

 

five businessman's hand building house by wooden block

Salesforce is a highly flexible, versatile solution that can help any organization manage their entire business from sales and marketing to customer support to client retention, and so on. Having so many use cases and so many features, implementations can seem overwhelming and too complex.

Here are 3 keys to implementing Salesforce to maximize the benefits of the solution while increasing adoption and success.

1. Learn to crawl before you run. (more…)

What We’re Excited About with Salesforce’s Spring ’16 Release

 

Beautiful young businesswoman receiving very good news while working on her laptop

The last release of Salesforce focusing on Lightning Experience was the biggest update to Salesforce in it’s history and the Spring ’16 Release is finally delivering on the features to increase the new interface’s customizability – plus much more. There are many updates and additions to all aspects of the Salesforce platform and here are some features we’re most excited about: (more…)

Salesforce is More than Just Sales

 

businessman looking business strategy on wall

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…)

Prevent Duplicate Data within Salesforce

 

Exhausted businesswoman with many problems

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…)

Chatter More, Email Less with Salesforce

 

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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…)

Avoid the Headaches of Data Integration with Salesforce


headaches-of-data-integration_400For 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…)