CRM is all about building relationships and driving growth within your company. The 2017 CRM Conference, that is taking place on May 4th in Milwaukee, Wisconsin at the Harley-Davidson Museum, has a focus on Salesforce and Microsoft Dynamics 365. After
In our previous post “Behold the Power of Salesforce Report Summary Formulas!”, we showed you how you could calculate a 3-month moving average of Closed Won Opportunities. In this installment, we’ll cover the second example: Figuring out the Conversion rate
Ledgeview Partners’ annual CRM Conference is set return to Milwaukee, WI on May 4, 2017 at the incredible Harley-Davidson Museum. This one-day educational and networking event focuses on helping Owners, Managers, Sales, Marketing and Customer Service professionals grow their business
If you’re using the Salesforce Lightning interface, you may have run into the Kanban view when looking at an Opportunity list view – this was one of the most demoed features Salesforce released as the Lightning interface was taking shape.
Let’s face it, searching in Salesforce can be your best friend, or your worst enemy. There have been some new updates in the Salesforce’s Spring 17 release to ease your pain. We’ll cover a few tips and best practices about searching in