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.
by Mike Walsh | Aug 15, 2014 | Blog, Salesforce-Apps-AppExchange
Your company has just released a new pricing structure and you’ve got a lot of updates to make to your Products and Pricebooks in Salesforce, you just got off a marathon of phone calls with clients and have a lot of address changes to note, or maybe you’re a system admin working on your monthly data cleaning process. Whatever your scenario, if you’ve got to make a lot of changes to records in Salesforce, you better brew an extra pot of coffee, because you’ll have to wait for a lot of page loads to go into and out of every record. You may have learned this lesson already and just opt to export everything, make your changes in Excel, and import everything back into Salesforce later. But if you’ve got an amazing system like Salesforce, why should you have to use Excel to mass update your data!? There has to be an easier solution! And there is – it’s called GridBuddy by AppBuddy.
Managing related records in Salesforce takes too many clicks and page loads. Until now! With GridBuddy, you can manage your Salesforce data in single-page, report-like list views.
It’s seriously simple and super cool. One of our favorites. Watch the video below and check out GridBuddy 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 18, 2014 | Blog, Salesforce-Apps-AppExchange
Information is key to success, and when you’re trying to choose and close the right deals, having the information you need at the tips of your fingers can be the difference between getting a killer contract and killing a great opportunity. When you’re on the phone with a client, you need to find and process info like previous buying patterns and potential areas for growth fast. Salesforce Labs knows how important this information is (sometimes I think they read minds) and have developed Account Dashboards just for you!
This free app adds dashboards to your Account record pages. See year over year sales, identify buying trends, and get visibility in to what products customers have bought in the past, to quickly and visually identify areas for growth in key accounts.
Check out Account Dashboards and start closing more deals 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 | May 23, 2014 | Salesforce Tips
Your Salesforce system is live, and your team is working hard to diligently log everything. They’re following the rule of “if it isn’t in Salesforce, it doesn’t exist,” and you’ve never had better records! You’ve set up a bunch of useful Chatter Actions to help your team enter new data in record time. But when they’re on the go, they find it difficult to enter the records they need. You’re considering implementing Salesforce1 and you’re not sure where to start. We’ve got your back with some dos and don’ts to get you on the right track!
Once you’ve decided that Salesforce1 is the right fit for your business needs, you’ll need to identify who will be using your app. Do your top executives need a way to check in on the business while they’re on the go? Does your sales team need a way to quickly review call logs and enter new opportunities in the field? Don’t try to make a one-size-fits-all app. Entering records in Salesforce1 should be as easy as updating your Facebook status. Keep fields to a minimum and try to choose the most important information to gather in the field. Your team can go back and fill in the blanks when they’re back at their desks. Don’t try to give them every Opportunity field – you don’t want them resorting to Notepad when it takes too much time to log it in Salesforce. After setting up your Salesforce1 app, deploy it on a limited basis with a select group of users. Adjust the settings based on their feedback before deploying to all of your users. Don’t try to roll it out to all your users at one time, or you’ll miss out on the opportunity to make it awesome before your full team dives in.
-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 | May 16, 2014 | Salesforce Tips
As I have noted multiple times in the past, Reports and Dashboards are the bread and butter of your Salesforce system. From salespeople in the trenches to top executives, Reports give you the 360 view into your data that lets you make the most informed decisions, and Dashboards help tie that data together and bring it down from the cloud and into a powerful visual representation of your standings. With low costs and high gains, properly leveraging your Salesforce Dashboards is one of the best investments you can make into your system. But with everything you can do with Salesforce Dashboards, it can be hard to wrap your head around making the necessary judgment calls to get the full value out of your system. Are there any tips or tricks for building powerful Salesforce Dashboards? I’m glad you asked!
The best Dashboards should tell a story about the data they are representing, and that story should be clear and easy to understand. Rather than naming it “KPIs by Region”, consider “How are we performing nationwide?” as a Dashboard title. Don’t try to show too much information in one Dashboard element, or it will get confusing. Set up filters, slice, dice, and segment your data to break it down into byte sized pieces. Rather than creating a separate Dashboard for every user and having hundreds of Dashboards to manage and update over time, use the “Run As” feature. Now, when fields are added or your KPIs change, you only need to update one Dashboard. Let your Dashboards tell the big picture, and instead of clicking on them to drill down into the source report, have them drill down into another Dashboard that gives more details. And don’t forget to leverage AppExchange Reports and Dashboards. We’ve highlighted a number of apps in the past (here and here are a couple examples) which will give you a number of pre-built canned Reports and Dashboards which will help you get a head start to maximize the value of your Salesforce Dashboards!
-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.
