I can’t seem to track our marketing lead sources once I hand them over to sales. I don’t know if our marketing leads result in closed-won business in the CRM. How do we maintain lead sources throughout time in the CRM?  What is best practice when it comes to lead source attribution and reporting?   Do any of these…

The Salesforce Winter ’19 Release is here and there are plenty of exciting features to take advantage of. Here are a few of our favorite new functionalities to help your organization drive stronger customer experiences and relationships. Salesforce has added a feature that allows users to switch back and forth between two views: comfy and…

Better data, better leads If you are in sales or marketing, you know what it’s like to sift through a generated leads list with hundreds of company names, contacts, emails and phone numbers. When and how were these prospects contacted? What is the next activity? More importantly, is the data correct? Fortunately, Salesforce makes data…

Your business is growing. But what can you do to take it to the next level? Many business owners are turning to Salesforce to help facilitate the processes necessary for sustained growth. Why Salesforce?      Track Performance  Small and medium business owners tend to be immersed in every aspect of their organization and are usually keenly aware of what is going on in the…

Customers expect to be able to reach you in whatever way is most convenient for them. Phone, email, chat, text, social media – whichever their preferred method of communication, they count on you to offer that as an option. Companies that don’t extend customer service through all channels are at risk of losing clients to their competitors who will. We value the Live Agent feature of…

5…4…3…2…1… Launch!   Salesforce Spring ’18 Release is upon us and we are excited about some of the hot features that will be game changers!   5. Duplicate Jobs Keeping your Salesforce data clean and tidy can be a constant struggle and may even keep some of you up at night. Over the last few…

For those of you who aren’t familiar with Salesforce Chatter groups, they are a quick and easy way to collaborate with employees and even with Salesforce customers outside of your organization.  Once set up, Chatter groups can be public, private, unlisted and archived to keep the communication secure. Salesforce Chatter groups can help people regardless…

If you’re a developer, you’ve most likely spent countless hours, days, months or even years learning how to develop your current systems.  What if you discovered a platform that constantly changes and evolves, giving you new avenues to explore and learn? What if we told you those changes would be fun? And, what if you…

So, you’ve decided to use Salesforce as your CRM platform. Good choice! Inevitably, after determining that Salesforce is right for you, people ask, “Can I implement this system myself or do I really need a Salesforce Consultant?” The answer is simple, yes. Yes, you can implement Salesforce on your own, but will you get the…

Salesforce, the world’s leading customer relationship management (CRM) system, is a cloud computing tool that is both user friendly and highly customizable. Most companies considering Salesforce as their new CRM system don’t fully understand how truly customizable it is. With the help of expert consultants, the Salesforce platform can be configured to meet almost any business…

So, you’ve found the right CRM tool to help your sales and marketing team increase leads and generate more sales – Salesforce Sales Cloud.  Now, it’s time to convince your boss, “Why Salesforce?”  Here are 5 things your boss wants to know about Salesforce:   It’s user friendly. Let’s face it, no one wants to…

Salesforce is a CRM powerhouse that specializes in offering customers an end-to-end, cloud-based software solution.  Being the #1 CRM solution in the world, Salesforce is constantly innovating and growing to provide their customers with the best possible product. You can read about some of those innovate ideas here, in our 2016 Salesforce recap.   Salesforce Acquisitions HeyWire Acquired:…