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.
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”
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
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,
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.
In our previous posts, we showed you how you could calculate a 3-month moving average of Closed Won Opportunities (Part I) as well as figuring out the conversion rate of all leads over a period of time (Part II). In
Einstein is the future of Salesforce! If you’ve been following the Summer ‘17 release, or attended the World tour in Chicago, Einstein should be familiar to you. However, if you haven’t heard Salesforce’s big news, Einstein is the native Salesforce
With the Summer ’17 release now available in time for the 4th of July holiday, we thought we would take this opportunity to showcase a few of the cool features that this release has to offer. It’s our very own
Have you heard the term ‘Internet of Things’ and wondered what it is all about? Is it something to pay attention to? What does it have to do with CRM? And will it drive business growth? First, let’s explore what
Dynamic Dashboards in Salesforce are an incredible feature – they allow you to have an individualized view of a dashboard, based on the record access of the individual that is viewing the dashboard. So if you have a “privatized” instance
If are ready and eager to learn how “The Digital Transformation of the Customer Experience” can help grow your business, register for our free webinar on June 20, 2017 where we will be walking you through ideas and strategies focused
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