We have all been there. You search for a lead, prospect or customer in the global search and BAM – it pulls up two (or more) active duplicate records. If you are like me, you let out a (sometimes quite
Lightning Sync (formerly Exchange Sync) is a background synchronization tool that works hand-in-hand with Lightning for Outlook. It can also coexist with Salesforce for Outlook, however it is typically not necessary. Lightning Sync will synchronize Contacts and Events between Salesforce
Salesforce for Outlook Salesforce for Outlook (commonly referenced as SFO) was the first major iteration in connecting your email to Salesforce. Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user
Let’s first start this topic with a definition of Customer Analytics as told by Wikipedia (stay with me as this definition is a little mind numbing…). Wikipedia defines Customer Analytics as “a process by which data from customer behavior is
In Part 1 of our series on “Email & Salesforce”, we’ll cover when and why you should be using the “My Email to Salesforce” feature. If you are a regular user (not a Salesforce Administrator or Developer), don’t run away.
Vital Decisions’s name perfectly sums up what they’re all about. Simply put, they exist to help people facing advanced illnesses make their values and wishes known to the people around them providing their care. The company employs around 180 masters-level
When creating Salesforce formulas, whether they be in a field, a validation rule, or Process Builder, sometimes we need data that is in another object related to the one we are in. You may already be familiar with the “__c”
The great expectations that Microsoft had for Microsoft Dynamics Marketing (MDM) will never be realized – and it is time for users to move on. After the announcement in October of 2016 that MDM will no longer be sold to
On a scale of 1-10, with 10 being the highest, how would you rate your use of Salesforce? Are there features or functionality that you wish you understood better? Whether you are in Sales, Marketing, Customer Service, IT, Management, or
Are you currently sending all of your leads directly to your sales team? Are they quickly disqualifying the leads because they do not have immediate buying intent? What are you doing with these leads that have said they are interested
User Adoption is a challenge that we encounter consistently with many organizations and it isn’t limited to a specific technology or industry. It may be with your CRM Solution (Microsoft Dynamics, Salesforce, Oracle, Sugar, etc), Marketing Automation (Act-On, ClickDimensions, Pardot,
As a user of Microsoft Dynamics 365 or CRM you are always looking to improve your skills, efficiency and use of this valuable business technology solution. In Ledgeview’s monthly Dynamics CRM User Group 30 minute webinars, Dynamics experts will answer your
Entering into its third year, Ledgeview Partners has officially kicked off their ‘Backpack for Kids” fundraiser to provide school supplies for children in need in the Fox Cities region in Wisconsin. If you have school age children or have been
If you are currently using Microsoft Dynamics 365/CRM or exploring Dynamics 365 as your CRM solution, you may be considering if On-Premise or Online is the right fit for your organization. Each solution has its own benefits and ultimately it
Great news! Your company has made the business decision to invest in a CRM solution (queue audience applause). Selecting the right CRM solution for your organization and a choosing the right partner to work with are extremely important first steps.