Your team is busy. No other way around it. Your sales team is selling, your support team is supporting, and their managers’ heads are spinning trying to keep things flowing seamlessly. You may be utilizing Assignment Rules to automatically push records to team members as they come in, and you might be using queues to give your team the ability to accept new items as they come through, but both have their limitations. You need a way to push records to the team members who are available now in real time and be able to report on their work. For you, Salesforce has released Omni-Channel!
Released in Summer ’15, this new Salesforce feature is available for Enterprise and above licenses. Omni-Channel integrates seamlessly with the Console, and provides extremely enhanced routing and reporting capabilities. Route Leads, Cases, even Custom Objects to reps based on load balance and availability intuitively in ways only available before with costly custom code. I could talk for hours about this cool, new tool, but I’d recommend instead checking out the video below for all the details and a fantastic demo! Check it out, and consider implementing Omni-Channel for Salesforce today!
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.
The real hidden benefit of Salesforce is its dynamism. When you, the user or executive, need a new feature, Salesforce can probably do it, and it can be ready in a fraction of the time of any other system. It’s one of the things I love most about Salesforce. The problem is that because it is so dynamic, it’s easy to run over to your admin’s desk, give them a rough idea of what you’re looking for, then charge off to your work leaving them to try and figure out the details of your request, critical process flow elements, and priority as compared to everything else on their already full plates. Rather than throwing a general request into the ether and hoping it sticks, follow these simple tips before approaching your administrator. You’ll make their lives easier, be more likely to get exactly what you want on the first try, and might even bump your request up in the queue!
The first thing you need to do is clearly articulate what you’re looking for. Start with a simple “story” – something like: “As a user, I want Salesforce to automatically send a congratulations email to a client when an Opportunity closes.” After that, put together the details. Tell them when you want it to happen, when it shouldn’t happen, and any special circumstances which may break from the norm. Be as specific as possible – tell them which existing fields you will be updating for each scenario, and try to anticipate their “why” questions. Next, tell them why this new feature is important. Something like, “this new automated email will significantly reduce manual efforts of the sales team, saving at least two minutes of work for every closed deal,” makes it clear that this should be a priority. Finally, put it all in writing, hand it to your admin, and offer to schedule a time to review your request with them and answer any questions. This process may seem tedious at first, but you’ll start seeing results with your first request. Your administrator will have the tools they need to properly prioritize and implement your new feature in lightning speed!
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.
If you’re a Salesforce administrator or developer, you probably have a pretty full plate trying to keep up with requirements for your team. There’s a lot to do, and it can be hard to keep track of all the moving pieces. It’s even more complicated if you have larger projects with multiple resources and a budget to keep in mind. You’ve probably thought about investing in one of the powerful project management tools out there, but that can get costly. Well, you’re already investing in Salesforce, so you might as well leverage it for your project management needs with the free Milestones PM+!
Tracks Programs, Projects, Milestones, Tasks, and Project Calendar. Also Tracks Time & Expenses & other logged items. Key Benefits [include]: Free & Customizable Salesforce Project Management, Solution, Create Projects From Templates, Easily Upgraded, Extensible Via Our Add-Ons, Fantastic Support.
Milestones PM+ is a fantastic, free tool, and I recommend you check it out! And if you need something more customizable, consider checking out the Unmanaged Milestones PM by Salesforce Labs as well!
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.
If you haven’t started using Salesforce Chatter, there’s no better time to start than now. And if you’re an old hand at it, you know that Chatter is your hub for collaboration, and over the last several releases, it has grown to so much more, with powerful attachment capabilities, announcements, organization tools, and the list goes on. We’ve shared with you guidelines on best practices for using Chatter and social media tricks to help you get started. We even utilize Chatter ourselves to help bring you better tips each week. But like Facebook and Twitter, being fully engaged in Chatter can be time consuming, and without focus, you can easily miss important updates. But if you’re getting Chatter email notifications, you can supercharge your Salesforce Chatter experience right from your inbox!
This week’s tip is super simple and a surprisingly successful win for our team. Ask your admin to allow email replies to Chatter, and suddenly your inbox will serve as a second home for your Chatter collaboration. Any email you receive from reply@chatter.salesforce.com can now be used as a tool for interacting with your team. Reply to a post, comment, or message to send your response straight from your inbox. Reply with just the words bookmark, like, unlike, follow, or unfollow and that action will be taken care of for you without ever having to log into Salesforce. For more tricks and information on limits, check out the specs here. And enjoy your new, easy Chatter experience!
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.
I don’t know about you, but I spend a lot of my day bouncing between Salesforce and my Microsoft Office apps. Whether it’s preparing important documents in Word, running the numbers in Excel, or prepping an important presentation in PowerPoint, Office plays an important role in my day-to-day activities. Frequently, I find myself needing to collaborate with team mates on the docs I’m preparing, meaning I have to stop, save, go to Salesforce, find the right person, upload, and comment. It’s a slow process. Wouldn’t it be great if you upload documents or excerpts without ever having to leave the document you’re working on? Well, you can with Apttus X-Author for Chatter!
Apttus X-Author™ For Salesforce Chatter delivers dynamic interaction between Microsoft Office, Chatter and Salesforce. Custom ribbons embedded in Office documents enable smart interaction with Structured Data Systems. Share & record all document activity.
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.
