by Mike Walsh | Feb 14, 2014 | Blog, Salesforce-Apps-AppExchange
Over the years, your team has had a lot of experiences, learned a lot of lessons, and has a process for onboarding new clients and closing deals. You’ve trained your team and everyone is on the same page. You’ve got this! But calendars fill up fast, priorities shuffle, and it is easy to forget to log one of those calls in Salesforce, or worse, miss a crucial step in your workflow. Don’t let your experience be wasted! Check out Action Plans by Salesforce Labs (a regular favorite of ours). Once you’ve set up a couple templates, two clicks will create all the tasks you need!
Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a running user.
Watch their video below and check out the app here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 31, 2014 | Blog, Salesforce-Apps-AppExchange
Salesforce Events are a great tool for keeping track of your calendar, but the standard object is pretty limiting. You can only add certain types of fields and related lists, and if you want to just drill down to meetings and notes, you’re going to have to jump through some tight hoops in reporting to get the information you need. Building out a custom solution would take some considerable time and effort. Well, enter Salesforce Labs yet again with a solution in Simple Visit Reports that will save you hours of work!
Simple visit reports provides your company with a simple way of tracking structured visit reports. It also comes with powerful analytics to analyze your visit reports by reps, customers…
- Track efficiently your visit reports
- Know which customers have not been visited recently
- Get visit statistics by reps, customers, competitors…
Read more and check out this free, unmanaged app here, and enjoy a simple solution to get quick feedback on meetings!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 10, 2014 | Salesforce Tips
Salesforce Activities can be an invaluable tool for your organization. Events can help your team manage and sync their schedules, Tasks help ensure everything gets done in a timely fashion, and when your team is good at logging their activities, the notes are available to keep everyone appraised on the status of every Account, Contact, and Lead. But everyone has their own style of logging calls and meetings, and it can be difficult to follow all of those notes. Well, we have a few suggestions to help you clean up your Activities in our first Tip of the Week for 2014!
“Call”, “Called client”, “VM”, “LVM”, “Voicemail”, you just want to know how much time your team is spending on the phone. Help your team out by giving them a list of the most used subjects (see instructions here) to keep everything consistent. It will also help them log their Activities in record time. Want to see a report with only notes from sales pitch meetings? Add a custom Reason picklist field to activities to help pull out only what you need. And if you really need to bring the most important notes to the top of the list for management, The ButtonClick Admin has some great advice! Check it out here.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 10, 2014 | Blog, Salesforce-Apps-AppExchange
The holidays are over, the New Year has begun, and despite your big goals and resolutions, you’re already back to your old habits. Were you planning on spending more time with your family? Maybe you wanted to get away from your desk and boost your weekly FitBit report. You really want to change things up, but work is calling, and you have to make sure everything gets done. Well, the superstars at Salesforce Labs have your back with Logger!
Logger is a fantastic smartphone app that helps you keep all your calls, tasks, and emails up to date while you’re away from your desk. It also lets you check in on Accounts, Contacts, Leads, and Opportunities on the go.
Want to spend more time selling and less time logging your activity? Logger is here to help. Here’s how it works — select the Contact, Account, Lead or Opportunity you are visiting, then tap on one of six buttons: Check-in, Follow-up (task), Note, Call, Email, or Map.
Read more on Logger’s AppExchange listing, check out the iPhone and Android apps, and if you’re the ambitious sort, check out their open source code on GitHub! Get your work done while making your New Year’s Resolution a success with Logger!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
