Within the past few months, there have been some important changes to Read Auditing in Microsoft Dynamics 365 users and admins should be aware of. First of all, when you enable Read Auditing, it will log user and admin activity
Have you reached the point in creating your sales process where you’re ready to overlay it with your customer journey? Ledgeview has several other posts that precede this topic to help you create the most effective sales process you can
When Parts Town was looking for a new technology solution to advance and enhance their business processes, they evaluated a few different partners but had their eye on a specific solution for its industry notoriety – Salesforce. Their primary objective
These high-level notes from the larger Spring ’19 Release Notes will help to give you an idea of what to expect in March 2019 when these features become fully accessible for General Availability. Salesforce reports that some features in the
At Ledgeview, I am privileged to get to wear many different hats. In between big projects, I work heavily on blog posts; in particular, this series. As I enhance my skills and knowledge of my own work, I feel grateful
Are you in the midst of executing your new social media marketing strategy in the New Year? Before you dive any further, here are some important social media trends you’ll want to consider and watch for as you go. While
When you open Microsoft Dynamics 365 for Customer Service, navigate to your Customer Service Dashboard to see Open and Active cases within the past 7 days. Click the case you want to work on, and start working on case resolution.
Creating your sales process will ultimately be a reflection of your organization, its goals, and your team and their goals. There are many types of sales processes that exist from: New Business Acquisition Existing Account Management Non-Sales-Ready Prospects and more
Are you in need of a few ideas about how to market your business for Valentine’s Day? Here are a few effective strategies worth considering to get you started. While Valentine’s Day is mostly known as a holiday for lovers,
This week with Trailhead, I’m focusing on “Organize Assets to Align with Your Content Strategy” under the “Create Compelling Content with Content Builder” module. In this segment, Trailhead covers these key learning objectives: Create and organize folders that align with
With the Salesforce Spring ’19 Release, there are many improvements to system features and functionalities, especially when it comes to Surveys and Search. While the release is still in preview mode, users can look forward to seeing the features become
The April 2019 Release from Microsoft Dynamics 365/CRM will be here before we all know it! Microsoft reports that starting on February 1, 2019, you can begin to preview the features coming in April 2019 in your system for general
Voice of the Customer is a great tool User can take advantage of to gather the feedback and information they need about their customers to improve and thrive. This key will walk you through every part you should know when
Lubricant Marketers, are you struggling to cross-sell and upsell with your current sales techniques, or do you even have an effective process for cross-selling and upselling now? If you read our blog post, “How Lubricant Marketers Use CRM to Capture
When it comes to creating a successful sales coaching program, you want the right coach to lead you to success. Level Eleven reports that “Effective sales coaching can drastically improve win rates – in some companies, by as much as