by Henry Abenaim | Aug 30, 2019 | Blog, Salesforce-Apps-AppExchange
Calculating commissions can be a tricky and sensitive task. Especially for companies with lots of sales reps. After all, a salesperson who doesn’t get paid their commissions on time is not a happy rep. So why deal with manual processes, and siloed software that makes for a time-consuming process. QCommission works to alleviate these problems with a fully thought out system that lets you build incentives, payees, products, quotas and more!
QCommission is a powerful, flexible sales commission software. It provides a flawless solution to manage your incentive compensation on the cloud.
Check it out here!
by Henry Abenaim | Aug 22, 2019 | Blog, Salesforce Tips
Auto-response rules and workflow email alerts provide similar functionality. Generally speaking they are both ways to automatically send emails from Salesforce based upon changes to leads or cases, however, their use cases and functions are a bit different.
Workflow email alerts are designed to send out an email to anyone who needs to be notified of activity on a case or lead. Specifically, these alerts run when a case or lead is created or edited and can be sent to anyone you choose. Finally, it should be noted that workflow email alerts send only one email per email alert.
Email alerts, in general, can be sent out from processes, flows, workflow rules, approval processes, or entitlement processes. Use cases for the workflow email alerts vary depending on your business needs but can include anything from notifying the rep assigned to a case when a new action is taken to keeping management in the loop on changes to high profile leads to keeping your sales team on top of their pipeline.
Our other automated email option for leads and cases, Auto-response rules, are designed to be sent to just the person who either submitted the lead on Web-to-Lead, or to the contact who created the case. These emails send out automatically when a new case or lead is submitted to Salesforce. This functionality sends one email based on the first rule entry criteria it matches in a sequence of rule entries.
Most commonly, these emails are variations of a ‘thank you’ notification and explain what next steps are being taken.
For a quick and easy breakdown, the following table lists some of the differences between workflow alerts and auto-response rules to help you determine which process to use:
| TYPE OF PROCESS |
DESIGNED FOR |
RUNS WHEN |
SENDS EMAIL TO |
NUMBER OF EMAILS SENT |
| Workflow email alerts |
Notifications to interested parties. |
A case or lead is created or edited. |
Anyone you choose. |
Sends one email per email alert. Each workflow rule can have up to:
- 10 email alerts as immediate actions
- 10 email alerts per time trigger as time-dependent actions
- 10 time triggers
|
| Auto-response rules |
Initial response to the contact who created a case or the person who submitted the lead on the Web. |
A case or lead is created. |
Contact on a case or the person who submitted the lead on the Web. |
Sends one email based on the first rule entry criteria it matches in a sequence of rule entries. |
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | Aug 22, 2019 | Blog, Salesforce-Apps-AppExchange
Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly merge multiple Opportunity records and keep a much cleaner and better system of record.
“Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities and allows users to select one opportunity as Master Opportunity out of the two selected records.”
Check it out here!
by Henry Abenaim | Aug 15, 2019 | Blog, Salesforce-Apps-AppExchange
If you have a wide customer/client base and are regularly on the road visiting current and prospective accounts, proper scheduling and planning can be quite a challenge. Not only do you have multiple schedules to juggle, but you also have to figure out the most efficient route to take to get to everyone! Well, Map Plotter is here to help you figure out that geography part. This app allows you to beyond just reading your Salesforce data, and helps you visualize it.
Visualize your Salesforce data with Map Plotter. Take a look at where your customers are located to manage customer visits. You can also optimize your travel routes and vastly improve your marketing campaigns.
Check it out here!
by Henry Abenaim | Aug 8, 2019 | Blog, Salesforce-Apps-AppExchange
Assignment Rules are easy to create and maintain in Salesforce. But if you’ve got complex routing requirements, or if you want to use assignment rules for objects other than Leads or Cases, you’re going to have to build something very custom and very complicated. Instead of trying to build and maintain a bunch of custom code to manage your assignment rules, check out the powerful Distribution Engine! The Distribution Engine features weighting, skill routing, load balancing, and more.
Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right time.
Check it out here!
