by Mike Walsh | 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!
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 | Aug 15, 2019 | Blog, Salesforce Tips
What does your sales team see when they login to Salesforce? A generic homepage? Apps, widgets and screens that aren’t relevant to their job and are only there taking up space?
If the answer to any of these is yes, you are missing out! Not only is this an easy opportunity to empower your team and give them a leg up each day, but they are actually losing time and effectiveness by not having Salesforce Dashboards on their home page.
A well-built home page may include but is not limited to:
- Calls Logged
- Tasks (pending and completed)
- Calendars & Events
- Leads Breakdown
- Opportunity Pipeline
- Recent Opportunities & Records
Some of these items come pre-built in the Salesforce Lightning Builder, such as “Today’s Tasks”, “Recent Records” and “Recent Items”. The others are simply added as “Report Charts”.
Sure, you do need to go ahead and create some of your own reports, but this is also where you can get creative and make reports that are custom-tailored to your business and sales needs. For example, to create a report showing the Opportunity Pipeline for a particular Sales Rep, create a report with the following filters:
- All opportunities
- Close Date = All Time
- Opportunity Status = Open
- Probability = All
- Stage = not equal to Prospecting
- Opportunity Owner = (name of rep)
When you add this report to the home page you can also specify that the particular Home Page should be shown to only a particular App and Profile, thus making it possible to customize for each user in your company.
Click here for more details on building your home page
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
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 | 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!
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 | Apr 26, 2019 | Blog, Salesforce Tips
Automation is the name of the game when it comes to getting the most out of Salesforce. Capturing lead information with the handy web-to-lead functionality is one of the core elements for enabling Sales teams. Not only is the information the lead entered from the web form stored directly onto a lead page in Salesforce, but you can set up the system to auto assign a Sales rep, and have that user notified regarding the new inquiry.
But what if your Sales team isn’t going to be able to follow up right away? You don’t want to lose that momentum. Or maybe you just want to buy your team a bit of time to ensure they can do their research before reaching out? You guessed it, automation is the answer.
The best option here is the web-to-lead autoresponse emails. Once the template and sending filters are setup, an email will be automatically sent out to the new lead, as soon as their info registers in the system. As this feature comes standard on the CRM, we have a few tips below for setting up and optimizing your Salesforce autoresponse emails.
Setup your template (letterhead)
To make life easy on yourself, start by setting up a template, also known in Salesforce as a letterhead. This way, every successive, similar email you want to build will already have the same basic components, such as a header logo, and ensure they all look the same. Click here for steps on creating a letterhead
(This can also be done in Pardot if you want nicer looking emails. By default, Salesforce offers limited formatting options for your emails)
Create the different variations dependant upon the use case
For this, you need to define the when and the why of each email you are going to be using. Did you capture the lead from a demo video, whitepaper download, or simply someone clicking a “contact us” button?
Best practice for both Sales and Marketing is to send different emails in each of these use cases. But now that you have your letterhead, the basic formatting is already taken care of. From there, create your first email, and you can always use the clone option when making more to quickly build variants that feature small tweaks.
Content is king
Of course, you need to make sure that the content of the email is relevant and specific to the use case. Don’t get off to a bad start by thanking someone for watching a video if they haven’t seen any video. A few other tips for these autoresponse emails.
- Use merge tags – marketing researchers have proven time and again that adding in a merge tag and personalizing, like the lead’s first name, can have a big impact on improving how an email is received.
- Give added value – another handy marketing trick is to follow up with added value to further engage. Whether it be a blog post, success story or any other content you have created, just be sure that it can add some real value for your lead.
Define your web to lead autoresponse rules
Once you have all of your emails built, it’s time to make sure they send to the right lead. For this, Salesforce allows you to build your sending rules on a large number of fields in either the lead, campaign or current user.
For example, a common use here is the “Lead Source” default field. Simply that you will send a different email to each lead, based on where they came into the system. Whichever fields you choose, do make sure to pick reliable fields that won’t be changing frequently, or can have data error problems. Click here for steps on setting up the autoresponse rules.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
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 | Apr 26, 2019 | Blog, Salesforce-Apps-AppExchange
Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. Perfect for lead and case assignment, or any other object that you need to be handled.
With the Round Robin Assigner, from Process Builder or Flows, assign any object sequentially and evenly to members of a public group
Check it out 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.
