by Mike Walsh | May 5, 2017 | Salesforce Tips
Opportunity history reports: a simple, out of the box function, that can do quite a bit when it comes to tracking your data. Opportunity History Reports allow users to view how an Opportunity has changed over time, and by adding a few additional formula fields, can help make the report more robust and flexible. Add a few formula fields and you can easily access data, such as the current Stage, Amount, Probability %, Close Date, and Forecast Category.
Alternatively, if you aren’t interested in complicating your Opportunity pages, but still want these great features, just give the Users/Profiles Read access to the Data in the fields. Easy as pie!
Click here for details!
-Ryan 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 5, 2016 | Salesforce Tips
Having a Salesforce consultant to help you along your journey to CRM success is an invaluable resource. Your consultant is an expert in building a strong architecture, anticipating future requirements, and identifying potential challenges and valuable improvements based on your needs. But consulting services can be expensive. Having someone on your team who can take care of simple administrative tasks is a powerful way to maximize your investment in your CRM. The following are some tasks your team should know how to do in-house.
- Creating new fields is an easy process, and with a little googling or a quick training session with your consultant, anyone on your team can learn how to add more data points to your system. That doesn’t mean you should just create fields whenever you want – check in with your consultant if it’s something critical or if it would require a large number of fields.
- Additionally, you should know how to update picklists – again, check with your consultant if this may effect automations or integrations, but otherwise, it’s an easy process.
- Knowing how to build simple workflow rules lets your team take ownership of system automations.
- Knowing how to create List Views, Reports, and Dashboards gives you power over your data.
- Finally, your team should know how to create, refresh, test, and deploy from a Sandbox – this will let you test even more complex requirements without fear of breaking something important.
-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 | Apr 27, 2016 | Salesforce Tips
Building a new, custom, powerful CRM for your team is hard work. It would be a shame if all your efforts went to waste, but without a plan for training up your sleeve, that’s exactly what can happen. We’ve spoken briefly in the past about the importance of coming up with a comprehensive training plan. Training is critical and requires preparation, but it doesn’t have to be hard. I’ve got some pointers to help make your training a success and help streamline user adoption.
Firstly, you need to set some goals. What are you hoping to accomplish with training? And don’t say “they should know everything,” or “they shouldn’t know anything but how to do their job.” Think of key features to focus on – if they learn nothing but this one thing, they’ll be on the road to success, and be sure to have a few more advanced items ready to go for those that get it fast. If your top achievers are bored, they won’t retain anything. Next, keep in mind that training should be an experience, not a lecture – if your team doesn’t try anything, they’ll forget everything. Finally, plan goals for user adoption and incentives for your users who meet those goals – consider giving a Starbucks card to the first user to log 100 calls or a pair of Disneyland tickets for the first deal taken from start to finish. Make sure the goals are attainable and not too distant to imagine. Excitement breeds adoption, so build excitement. Good luck with your training efforts!
-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 | Apr 27, 2016 | Blog, Salesforce-Apps-AppExchange
Having a clear training plan is critical for user adoption in Salesforce. Effective training gives your team the tools they need to succeed. But when training requires long meetings and reading dozens of pages of documentation, it can be hard to get your team up to speed quickly. You need a tool that provides contextual training guidance to your team, and allows you to assess their learning easily and on the go. You need to check out Tipster!
Tipster turns your average users into expert users. Dramatically improving user adoption and ensuring the most successful Salesforce implementation possible with context sensitive guides and training within Salesforce.
This training tool covers a lot of ground and can be a fantastic investment for your organization! You should check it out 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 22, 2015 | Blog, Salesforce-Apps-AppExchange
User adoption is key to success with Salesforce, but training is always a challenge. Training your users means dealing with competing schedules, travel, and a scattered workforce. There are some great learning management systems (LMS) and online training tools, but having your training and adoption data segregated into different systems means you can never really get the full story. You need the ability to correlate training and user adoption data in one place. You need to check out Litmos LMS!
Litmos is an award-winning learning management system for Salesforce and #1 used LMS by HR departments… Easily train licensed users, contacts and community users. Improve employee, customer, channel and compliance training. Enable and Engage Sales Reps for increased performance. Correlate Salesforce Data against Litmos Training data in Dashboards and Reports.
Check out Litmos and start getting the full story on training and user adoption 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.
