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06 Jul: Leading credit score provider deploys Q-assign to manage peak workloads & shorten response times

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

woman in blue suit jacket with laptop

06 Jul: Healthcare Software Provider Deploys Q-assign to Replace an Outdated Case Assignment System

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

assignment rescue

02 Jul: How to Optimize Your Salesforce Assignment System

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

manage-urgent-helpdesk-tickets-in-salesforce

25 Jun: Managing Urgent Helpdesk Tickets In Salesforce

There are a growing number of organisations beginning to use Salesforce as a ticketing system for their helpdesk support requests. This makes a lot of sense in the fact that most company employees will have their own Salesforce login and the CRM platform will already hold a lot of useful information around customer accounts. Our latest blog aims to look at how Salesforce should be setup to effectively manage urgent & problem helpdesk tickets.

respond-to-salesforce-leads-in-the-first-hour

24 May: How To Reduce Lead Response Times In Salesforce

Organisations are realizing they need to reduce lead response times in Salesforce in order to supercharge their entire Sales workforce. The rewards of higher lead conversion rates are attainable for everyone, with Harvard Business Review recently reporting that you are 400 times more likely to convert a lead if you respond within the first 5 minutes. That’s a big difference!

capture-salesforce-contacts-automatically

08 Apr: Automatically Capture New & Missing Salesforce Contacts

If your sales team work across high volumes of new business leads and accounts, but only a portion of your recognised contacts are saved within the CRM then your effectiveness to impress at all organisational levels is greatly reduced. Having the ability to sync new email contacts with Salesforce is critical to success and there are some obvious reasons why big enterprise firms use automation to refine their saved contacts.

send-emails-from-within-salesforce

27 Mar: Why You Should Send Your Emails From Within Salesforce

One of the principle reasons Salesforce has been able to move the CRM standard forward is interconnectivity. One of the most sought out pieces of AppExchange technology by enterprise businesses, is the ability to sync email providers with Salesforce thus giving businesses the ability to send emails from within Salesforce. If you can see the benefits of being able to send emails directly from within Salesforce, then this post is for you.

auto-assign-tasks-to-specific-users

12 Mar: Unlock The Potential Of Auto-Assigning Salesforce Tasks

One of the many advantages of Salesforce organisations is that the technology can drastically improve the organisation & work scheduling of its employees. This is especially true of the ‘Tasks’ component of Salesforce however working with a third party app can unlock the potential of lots of unique task assignment rules linked to your specific use case.

assignment-rules-for-assignment-groups

15 Feb: The Benefits Of Using Assignment Groups In Salesforce

One of the key pieces of functionality we hear Salesforce users become frustrated with is assignment groups. ‘Out of the box’ Salesforce does allow you to distribute leads to assignment groups (with the help of your administrator) but this is often done in a simple round robin format. A lot of businesses want more control & flexibility than that.

automatically-save-email-history-in-Salesforce

21 Jan: Why You Should Automatically Save Your Email History In Salesforce

When it comes to communication, clients & prospects love nothing more than businesses who know their account inside out and can respond to their queries in the given moment – without having to chase down details or call back. With this in mind, it’s crucial to automatically save your email history in Salesforce and to go one step further by logging emails to the appropriate Salesforce objects.

salesforce-crm-boosts-digital-transformation-and-change

03 Dec: Salesforce Enables Better Digital Transformation

Digital transformation success is often a question of speed & implementation. Companies know how important technology is to their business, but can they evolve and apply the very latest digital platforms to better serve their customers quicker than the competition? This blog looks to answer that question and also showcases why CRM drives digital transformation & how Salesforce is currently leading the way.

becoming-a-salesforce-power-user

19 Nov: What Skills Are Essential For Becoming A Salesforce Power User

With Salesforce looking to add an additional 3.3M jobs to the Salesforce ecosystem by 2022, the demand for talent has never been higher. More & more bright college graduates are looking to enter the space, and everyone is wondering how to become a Salesforce expert overnight. This post looks to explore the essential Salesforce skills which are required to become a Salesforce power user.

setting-up-escalation-rules-in-salesforce

08 Oct: 3 Benefits Of Setting Escalation Rules In Salesforce

A busy Salesforce organisation often has thousands of Salesforce Cases which need attention, sometimes on a daily basis. With so much going on, employees may not have time to get to everything and important cases within Salesforce may be de-prioritised – or even worse, forgotten altogether. One clever automated solution to this problem is setting escalation rules in Salesforce.

benefits of scoring inbound salesforce leads

01 Oct: The Benefits Of Scoring Inbound Salesforce Leads

If you have worked in Sales for some time, it should be no surprise that not all leads are created equal. Some leads are warmer than others, some need quicker response times and others have far more sales potential attached to them. With this in mind, there are many benefits of scoring inbound Salesforce leads and setting up lead scoring in SFDC.

20 Aug: Beyond Email to Case

As a Salesforce AppExchange Partner, we are continually asked if there is a better solution than email to case and why should Salesforce admins take the time to configure email to case. This blog talks through the primary benefits of email to case and shows how organisations can take their existing configuration one step further.

uk-gdpr-rules-for-salesforce-data

30 Apr: Does Your Salesforce Organisation Have A Plan For GDPR?

GDPR stands for ‘General Data Protection Regulation’ and on the 25th May 2018 the regulatory framework which houses all the UK data protection laws is about to undergo a substantial overhaul. Data protection regulation was first introduced in 1990 and it’s safe to say with the emergence of the internet and modern CRM technologies the way companies use and stockpile personal data has changed dramatically