Salesforce CRM Blog
TECHNICAL | BUSINESS | GENERAL
Salesforce CRM Blog
TECHNICAL | BUSINESS | GENERAL
Contact Naming Conventions in Salesforce
In Salesforce, you need insight into your business and your data and that starts with the people you’re doing business with. In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you’re doing business with, and contacts are the people who work for them.
Contacts are key people associated with an account. A contact can only directly belong to one account, yet, a contact may be associated with multiple opportunities. read more…
How Quip-Salesforce Integrations Can Help Your Team
Since Salesforce purchased Quip back in 2016, users have long-awaited the collaborative and productive possibilities that would come from a Salesforce-Quip integration. For the past three years, Quip has been a standalone software under Salesforce, but as of May 2019 the cloud-based word processing application can now be fully embedded in your Salesforce instance (Enterprise and Unlimited only), improving the strong cache of integrations in Salesforce.
For those of you who don’t know what Quip is, it’s a mobile and web-based productivity suite for collaborative production of documents, read more…
Five Major Benefits of CRM and How Salesforce Enhances Them
There are numerous benefits to implementing a CRM solution. In this blog, we want to pick and define five we find are of vital importance around CRM. In particular, we will focus on sharing not only what those benefits are, but how leveraging Salesforce™ enhances them even further.
1. Better Sales Performance
Arguably, the main reason that organizations implement a CRM solution is to drive their sales team to sell more. With CRM sales team can follow up on quality leads and reduce time-wasting activities on read more…
Merging Unrelated Records in Salesforce Lightning
Salesforce has great features that allow you to prevent duplicate records from being added. Using a combination of Duplicate Rules and Matching Rules, you can prevent duplicates from being added and also merge existing duplicate records that exist.
However, you can occasionally run into the issue where you know of Accounts or Contacts that are in-fact duplicates but they don’t really meet the criteria of any existing Matching Rules.
This is an issue that has plagued Salesforce Administrators for many years. There are some workarounds. You can: read more…
CRM Deployment: On-Premise or In the Cloud?
One of the biggest questions that needs to be answered when implementing any software — especially CRM (customer relationship management) — is, “where is this software going to be hosted?” “Is this going to be hosted on my own in-house servers or in the cloud somewhere?”
There are advantages and disadvantages to both deployment options. Depending on many things, including your hardware already owned, budget, the size of IT team, etc., one may make more sense for you over the other. Below is an outline of the many benefits of each option. If you’re on the fence on which way you want to go, read the following. It may just provide you with the answer(s) you need! read more…
Lightning Implementation: All-At-Once or Step-By-Step?
So your sponsor is backing up the Lightning transition, your team is onboard, and all you have to do now is decide on your strategy. There’s a number of different ways, but typically you’ll either phase Lightning in or do it all at once. Which of these paths you choose depends on several different factors — for example, the size of your user base or intricacy of your applications — and we’d like to highlight those. read more…
The Team Aspect of Adopting Salesforce Lightning
We’ve talked about the beneficial features of Lightning and the technical details of migrating, but there’s another important aspect: your team. Adopting Lightning isn’t just about turning on a switch; it’s about having a unified vision and synchronizing the initiatives of a strong, focused team.
When you start transitioning to Lightning (or if you’re still evaluating whether or not you’ll commit to it) read more…
Tips for Data Migration to Salesforce
Migrating your data to Salesforce should be considered a serious task. Migrating bad data causes adoption problems, customer relationship issues, decrease review and diagnostic problems. A data migration strategy should be put into place that includes stakeholders that understand the data and will be available throughout all stages.
Other things to note read more…
What You Should Know About Migrating to Salesforce Lightning
You may have heard from Salesforce that, in the near future, Lightning will be available within your Salesforce instance. Lightning is Salesforce’s newest innovation designed to enhance your team’s user experience and drive further adoption throughout all phases of your company’s read more…
Why Migrate to Salesforce Lightning?
You may have recently received a notification from Salesforce that, in the very near future, Lightning will be auto-enabled within your Salesforce instance. If you haven’t done a lot of research on Lightning, this may give you a cause for concern. Don’t let it. Lightning is Salesforce’s new read more…