by Mike Walsh | Feb 3, 2017 | Blog, Salesforce-Apps-AppExchange
Your business has been running for a few years and your team has experienced and learned quite a bit along the way. They are trained and everyone has a great process in place. But that doesn’t mean they don’t get busy, so the potential is always there to forget to log a call or miss a step in the data entry process. Help your already great team continue to achieve with Action Plans by Salesforce Labs. With some quick and easy set up, your team will have everything they need with just a few clicks!
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.
Check out the app on the AppExchange 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 | Dec 11, 2015 | Blog, Salesforce-Apps-AppExchange
In the ever expanding global market of the 21st Century, it’s important to be able to do business with your customers wherever they may be. Salesforce knows this, and has built-in multi-currency support. The problem is, sometimes you don’t need an Opportunity, you don’t want to create and save records, wait for page loads, change settings. You just need to see a price in a different currency. “You told me the price in USD, what’s it going to cost me in Euros?” The team at Salesforce Labs gets you, and they’ve created the awesome Currency Conversion Tool!
Convert currencies on the go. Enter an amount and specify the currency, then with one click convert that to all currencies set up in your org. Use this component in the Lightning App Builder to quickly add it to your apps.
The Currency Conversion Tool is free, mobile friendly, and ready to work with any currencies configured in your org. Give it a try 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.
by Mike Walsh | Jul 31, 2015 | Blog, Salesforce-Apps-AppExchange
Winning Opportunities is crucial to success, but it can be difficult to really understand what steps and how many touch points are necessary to move sales through the pipeline. You need real data to know where to target your efforts, and Salesforce Labs has a fantastic solution to help streamline your sales process, Track Opportunity Stage on Activities!
This app allows you to track which and how many activities (tasks/events) your sales team is logging at each stage of your sales cycle. A custom field on each activity called “Opportunity Stage” gets automatically updated whenever an activity is logged on an opportunity.
Check out this fantastic, free app 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.
by Mike Walsh | Feb 27, 2015 | Salesforce Tips
It’s that time again, Salesforce is out with the latest of its 3 annual upgrades. And this one is HUGE! This release offers major updates to tools we use every day, as well as brand new features you’re going to love. Whether you’re looking for more powerful reports, want to get your customers into a community quickly, or want enterprise-level special features without implementing a costly 3rd party solution, Salesforce Spring ’15 is not going to disappoint.
With Spring ’15, reporting’s reached a new level with report milestone alerts. Now you can schedule a report to only go out to you when one of your summary fields has reached an important milestone. The Service Cloud has been updated with a new milestone tracker as well. The Sales Cloud now has “Sales Path” which makes tracking the sales process a breeze. Communities is now easier than ever to implement. Salesforce now has built-in duplicate prevention functionality. And FINALLY we can start using native Salesforce maps, which we’ve been excited about for months now. Want to know more? Check out this handy presentation, and let us know your favorite features of Salesforce Spring ’15.
-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 | Aug 22, 2014 | Blog, Salesforce-Apps-AppExchange
Chatter is the cool tool for connecting your teams and concentrating on collaboration. One of the great things about Chatter is that, like your social media, you can get a good pulse on how well it’s being used just by looking at your Chatter feed. Lots of posts, comments, and likes speak to a thriving community. But if you want to measure your team’s engagement on Chatter, identify which users might need support and which might make good mentors, and find areas of growth within your system, there’s going to be a lot of hard work involved building challenging Custom Report Types and working out the most crucial Dashboards. Well, that, or you could just download the Chatter Usage Dashboards by Salesforce Labs.
The Chatter Adoption Dashboard includes 20 dashboard components and reports for a broad view into your org’s usage of Chatter. Extend it with your own new reports by using the 7 included Chatter custom report types!
As usual with Salesforce Labs, Chatter Usage Dashboards is a free app, so why not give it a try 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.
