Salesforce sandboxes are a powerful tool that can help you develop, test, and deploy customisations and new features more efficiently. In this blog post, we will explore the benefits of using a Salesforce sandbox and the best practices for using it. Continue reading “Unveiling the Power of Salesforce Sandboxes: Best Practices and Benefits”
Author: Kerry Watt
From Confusion to Success: How a Salesforce Consultant Can Help
In today’s warp-speed business world, having a top-notch customer relationship management (CRM) system is like having a personal GPS for success. Continue reading “From Confusion to Success: How a Salesforce Consultant Can Help”
Get More Out of Your Leads with These Best Practices
A Lead’s journey through the Sales Cycle
So why use Leads? Creating Leads is an excellent feature of Salesforce for one specific reason: it prevents bad data from entering your system and clogging up your accounts and contacts. Furthermore, Leads make reporting easier, so you can better assess the effectiveness of your marketing campaigns.
Continue reading “Get More Out of Your Leads with These Best Practices”
How Do I Renew an Expiring Salesforce Certificate?
“Error: Certificates in your Salesforce org will expire soon”. Have you received this email and not sure what it means? Likewise, wondering what will happen if you do nothing? Or, have you simply seen it as spam and consequently forgotten about it. Or ignored it for too long and as a result something has stopped working?
Continue reading “How Do I Renew an Expiring Salesforce Certificate?”
Need real-time information from your Salesforce Dashboards?
Well, with the Enhance Salesforce Dashboards Chrome extension, now you can!
Continue reading “Need real-time information from your Salesforce Dashboards?”
Salesforce Spring ’19 Release
Spring. It’s the season where it’s not quite time to turn the heating off yet or wear a t-shirt outside. It’s also the time when we ‘spring’ clean – which I don’t know about you, but in my house means getting behind all those big pieces of furniture, dusting the light fittings and cleaning the windows.
But Spring is also the season that brings about another Salesforce release, one bursting with new and exciting features. Continue reading “Salesforce Spring ’19 Release”
My Biggest Take Away From London’s Calling…..
…….dont wear heels!!! OK, that’s not entirely true, my biggest take away from London’s calling was the ‘Power of One’ formula and I’ll come onto that shortly, but I do feel compelled to mention that you definitely shouldn’t wear heels to this event, as I did. It’s flat shoes, trainers, all the way….
Continue reading “My Biggest Take Away From London’s Calling…..”
The Top 5 Lead Conversion Metrics To Track This Year
Knowing how many leads convert to opportunities is just the start of your lead conversion metrics journey.
Deep diving into more detailed metrics will help you optimise revenue from converted leads, figure out what’s working and what’s not, and work out when marketing and sales are wasting valuable time on non-productive leads. Also, they’re easy to implement. Let me talk you through them:
Continue reading “The Top 5 Lead Conversion Metrics To Track This Year”
Winter ’19 Release Blog
With the nights drawing in, the air getting colder and the countdown to Christmas starting (what, wait, did I just say Christmas?!), it can only mean one thing, the Winter ’19 release is upon us ☺. Continue reading “Winter ’19 Release Blog”
Key Takeaways From Salesforce Summer ‘18!
The Salesforce Summer ‘18 release is now officially live! Excited? I am because every release is packed with hundreds of new features; and the best part?
Continue reading “Key Takeaways From Salesforce Summer ‘18!”
How real is Artificial Intelligence?
The Hype of Artificial Intelligence continues to grow as businesses are trying to understand what it is and how it may give them some competitor advantage. Can AI give improved productivity and a improved way of doing business with customers? The biggest question currently is will AI determine the winners from the losers in business?
Many companies are fearful of AI and further conversations need to be had, however more and more companies are looking to integrate AI into the CRM platforms. Benefits being cited include improved and cheaper customer support, improved lead generation and higher conversion rates. So, is now the time to consider how AI might work for you?
More than 40% of companies surveyed globally said they will adopt AI within the next two years.
I don’t know what’s going on?
Within any business the absence of a staff member, either planned or not, can be a concerning time. Which of their customers are they working with currently? What is their latest communication with them? What products and services have they promised, and by when? All the concerning questions which will run through any manager’s mind.
So as I approach my maternity leave I feel there is one fewer worry for my manager because all of the above I manage using Salesforce. My manager will be able to see exactly which customers I am working with, the latest emails communications and tasks I have logged as well as what I am meant to be billing next month!!!
So whether you are looking to mitigate the risk of an employee suddenly being absent, or like me having a planned break, the one thing which will certainly help with data sharing and communications is a CRM platform to log all the activity across your business. Just one of the many benefits which a CRM platform can offer.
With CRM software, this is a non-argument since every one of your employees will have access to the same customer data and therefore provide the same high level of customer service.