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”

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”

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”

“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?”

Well, with the Enhance Salesforce Dashboards Chrome extension, now you can!

Continue reading “Need real-time information from your Salesforce Dashboards?”

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”

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.

Christmas is over, the office decorations taken down and all the staff are back to work.  What’s the biggest conversation apart from “what did Santa get you?”, well I would bet it’s  “What is your New Years resolution?”.  Getting healthy, spending more time with friends and having a better work life balance – all the normal ones, however what about your business?  When thinking about planning for 2017, consider these top tips to strike a better work-life balance and increase your business success in the new year.

 

Achieving a healthy work-life balance is like maintaining a good relationship; you have to keep working on it. But if you apply these New Year’s resolutions throughout the year, you’ll not only feel better but have more energy to put into your business and make it the success you deserve!