See related records in one interactive timeline with Time Warp! We recently implemented an interesting and powerful visualization app on our Salesforce instance called Time Warp. Time Warp provides a visual, interactive timeline of records, including Leads, Accounts, Contacts, Cases, Assets and any custom objects. The highly intuitive interface provides an excellent 360-degree view into […]
Improve Customer Experience, Increase Profits with Salesforce As competition continues to tighten within the manufacturing sector, senior leaders are looking across the enterprise for opportunities to help their companies stand apart in buyers’ eyes. According to the Customers 2020 report, customer experience has overtaken price and product as key brand differentiators, particularly for manufacturing companies. […]
8 Tips for Leveraging Salesforce for Your Remote Workforce! To help companies transition to their newly remote workforce we polled our team of Salesforce experts to come up with a list of top tips, tools, and recommendations. Activate a Chatter Group – Don’t miss the potential of group think! Salesforce Chatter and Chatter Groups help […]
TIP #8: Use Trailhead To Power Remote Learning Keep your team’s business, tech, and soft skills sharp! Tip #8: Use Trailhead to Power Remote Learning: Salesforce has a gamified online learning platform called Trailhead. It is made up of modules or “trails” for training a variety of Salesforce users, from representatives using Service Cloud, to […]
TIP #7: Quickly Add Capabilities with AppExchange 8 Plug-and-Play App solutions for Your Remote Workforce Tip #7: Expand your core with AppExchange. Transitioning to a remote workforce can create challenges with tasks ranging from new employee onboarding to project management and coordination. Building out new capabilities and processes for these can be expensive and time […]
TIP #6: Implement Single Sign On (SSO) Improve Security and Protect Your Data! Tip #6: Implement Single Sign On (SSO).With the recent shift to a fully remote work environment, properly securing your data and information is more important and complex than ever. Thankfully your Salesforce platform was designed from the ground-up to support remote workers, […]
TIP #5: Recognize Your Team’s Heroic Efforts Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]
TIP #4: Enable Team Collaboration with Quip Get Your Remote Team Up To Speed Quickly! Tip #4: Enable Team Collaboration with Quip. Get your remote team up to speed quickly with a single source of truth! Quip embeds real-time collaborative documents inside Salesforce to quickly get your teams in sync and help them communicate within […]
TIP #3: Track Team Engagement with Salesforce Powerful Tool for Keeping a Pulse on Employee Morale! Tip #3: Keep a pulse on the mood and engagement level of the team. A shift to working remotely can be disruptive for employees. With fewer face-to-face interactions, managers often find it difficult to gauge how their team is […]
TIP #2: Unify Your Remote Team with Dashboards Keep everyone on the same page! Tip #2 Dashboards: Team alignment is critical for business success, but it can be easily disrupted. Quickly transitioning teams from an office to working remotely can be disruptive, making it difficult to keep everyone focused on what matters. Fortunately, Salesforce Dashboards […]
