Wondering why your users are not adopting Salesforce? Salesforce is a big investment, so you want to make sure your users are using it to its full potential for your business to get the most out of it. A poor
38 Salesforce Workflow Ideas That Will Help Automate Your Business Processes
[w/ Step-by-Step Guide]
Salesforce Workflows are the single most powerful feature of the CRM System. If you are not using workflows then you are missing out on all the value your CRM can bring as a management tool. Workflows help automate our business
The TOP 5 Salesforce Email and Calendar Apps, on Appexchange
Struggling to pick an app that increases organisation and productivity? Whether it’s for email integration or for synchronising your calendars; we’ve rounded up the 5 most popular apps available on AppExchange. 1. Match My Email Match My Email is a
The TOP 5 Salesforce Contract Management Apps, on Appexchange
We’ve done the hard work for you. Here’s a simple break down of each contract management app, including product features and customer reviews. 1. Docusign An easy to use electronic signature interface. Docsign facilitates digital exchange of contracts and signed
5 of the Best Quotes & Order (CPQ) Apps for Salesforce
From managing quotations, to processing payments: We’ve lined up the 5 best quotes and order apps available on AppExchange, for Salesforce. Popular, productive, and even, award-winning. These apps will save you both time and money. 1. APPERO QUOTE Be professional
How to open a corrupt Salesforce Report in MS Excel
When exporting a Salesforce report using the Printable View option it does not open in MS Excel 2010 or older. You get the following error ‘The file is corrupt and cannot be opened’. This article describes a workaround on how
How To Maximise Your Salesforce.com 30-Day Free Trial
So you’ve decided you want to try out Salesforce. Is your decision based on hype surrounding it or proper research? Most Trials Go Like This You sign up to the 30 day trial. Play around with it for a few
How to log in to Salesforce with just 2 clicks
Do you search for salesforce login in Google every time you want to log in to Salesforce? Of course you do, well there is a quicker and better way. In this guide you will learn how to setup 2 click
Salesforce Campaign Management: The Ultimate Step-by-Step Guide
Introduction Salesforce campaigns are often mistaken for marketing automation. It is more of a campaign management tool than an execution tool. It is best used with 3rd party marketing automation tools to organise, monitor and report on outbound marketing activities.