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
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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 | Jul 9, 2019 | Blog, Salesforce Tips
As part of the Summer ‘19 Release of Salesforce, a standard option has been built into the system to help encourage user adoption and let your team celebrate a little bit.
You can now set up the system to shower the user with onscreen confetti and celebrate the little things. This functionality can be built around a wide variety of objects, status changes, and fields.
To set up confetti on your system, start by opening up the setup menu and typing Path Settings into the quick find box. Once you are there, edit the path settings.
Step 1: On the first screen you can define the name of the path functionality, which object you want it to run off of, and the record type and picklist
Step 2: Next you select the fields you want to appear, and can also add specific comments, directions or descriptions.
Step 3: Finally, use the slider to enable option A, and get the confetti party started.
-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 | Jun 13, 2019 | Blog, Salesforce Tips
User adoption is critical, especially for software that drives your business like Salesforce. At the end of the day, it just doesn’t make sense to be spending money on a system that your team isn’t using.
However, the importance of user adoption is more than “we bought it so use it”, rather, user adoption has been linked to all sorts of business issues, including:
Keeps Data Relevant
One of the most powerful features of Salesforce is its ability to capture, track and analyze many facets of your Sales data. However, if your users aren’t using the system or aren’t entering everything properly, you can pretty much throw all your data out the window.
Avoid Losing Leads
Proper use of Salesforce across all sales team members can provide timely, accurate and detailed information to potential consumers, encouraging higher conversion rates.
Improve the Skills of Your Sales Team
Full adoption and utilization of Salesforce helps team members grow their skills, which leads to higher conversion rates and a stronger return on investment.
Discourage Ghost Users
Ghost users are those who simply log in, and do a few things every so often to avoid being shamed. When adoption is high though, it is more difficult to hide and avoid using Salesforce without being noticed.
Encourage Collaboration
When a company has high adoption, each department can contribute their expertise to the benefit of the entire company. Conversely, when a company has low adoption – the data is unreliable and each department must work much harder to find information.
So with all of that being said, how do you increase user adoption? Well, there are a number of ways, from setting incentives to designating internal use champions to working with a consultant to help your team. This article gives a nice example of going at it from the consulting perspective.
There are quick and easy options as well, like Emojis! Emojis can be useful in more than just text messages, and can, in fact, make your org more user-friendly, fun and actually help drive user adoption.
Take a look at this article here, and remember that every bit of adoption helps, even the little things like emoji! 🙂
-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.
