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App of the Week – Accounting Seed for Salesforce

App of the Week – Accounting Seed for Salesforce

accounting seed salesforce consulting

 

So your sales team has been making a killing, and your products are flying off the shelves (or virtual shelves). So why are you slowing yourself down with accounting programs that don’t integrate with your CRM, and leave you worried that you aren’t tracking all of your financial correctly? Accounting Seed is one of the top rated and most used accounting programs on the AppExchange. Built natively on Salesforce, you can connect with your financial institutions, Manage your General Ledger, Billing & Cash receipts, Accounts Payable & Cash Disbursements, PSA, and Project Accounting – all on one platform.

“Native General Ledger, Project Accounting & Enterprise Resource Planning application. Run your whole business from Salesforce. Get rid of the pain and suffering from broken sync tools and duplicate databases.”

Check it out here!

 

App of the Week – D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

App of the Week – D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

D&B Optimizer

 

Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify and link companies in the same family tree to keep sales and marketing strategies on track.

D&B Optimizer automatically improves the account and lead data powering your Salesforce environment to make it cleaner, more complete, and actionable.

Check it out here!

 

Tip of the Week – Tips for Salesforce Campaigns

Tip of the Week – Tips for Salesforce Campaigns

Salesforce Campaigns are one of the best additions you can make to your marketing plan. Why are they so good?  First off, you get instant access to all your Salesforce accounts, contacts and leads. Not only that, but the data, reports and metrics that you can access can’t be beat. Here are a few tips for getting the most of your Salesforce Campaigns:

  • Parent Campaigns can make your process faster as well as keep you better organized.
  • Make sure to check your Salesforce reports for campaign effectiveness data.
  • Use automated features to add different contacts / members to different campaigns. You can also target specific groups of members, to maximize impact.
  • If you have both a marketing and sales team, think about creating a standardized Campaign process to ensure both teams understand their responsibilities and all gaps are covered.

Click here for more tips on campaigns!

-Ryan and the CMB Team

App of the Week – Use DemandTools for Powerful Administrator Productivity

App of the Week – Use DemandTools for Powerful Administrator Productivity

This data quality toolset gives administrators significantly increased power over their data. Use it to mass load, manipulate and verify any data. You can de-dupe data sets (even Leads that duplicate Contacts or Accounts) and compare external data to Salesforce data. DemandTools is exactly what administrators need to manage and control their Salesforce org.

“DemandTools is an enterprise capable suite of data quality modules to control, standardize, verify, de-duplicate, import & generally manipulate Salesforce and/or Force.com data.”

Check it out here!