17 Apr: Building Tomorrows Salesforce Helpdesk Solution

Running a frictionless helpdesk is now a basic requirement for most firms, particularly those in technology or service-based fields. Customers now expect to be treated as individuals, to be kept up to date with any problems they have raised and for companies to tailor product solutions to their unique circumstances.

04 Apr: AppExchange Software For Small Businesses: Our Top 10

Running a small business is tough and there seems to be an ever-growing list of demands on capital and resources. A lot of SMEs are looking to harness today’s technology to improve efficiency and reduce the time spent on back office functions, yet a high percentage of firms are still feeling overwhelmed. Salesforce is the Worlds most popular CRM and small businesses across the World are now turning to enterprise solutions like this to manage their data and information based processes. With this in mind we have put together a list of our favourite pieces of AppExchange software for small businesses – to make sure everyone is getting the most out of the platform.

27 Mar: The Many Examples of Salesforce Lead Assignment

Creating assignment rules in Salesforce is a straightforward process and having them active can positively impact the bottom line of the most successful sales team. We’re finding that new users to Salesforce can configure rule-based case and lead assignment easily enough but sometimes actually knowing the best way to setup this process for their unique circumstances and team structure is more complicated. That’s why we’ve collated examples of the most popular types of assignment rules, so you can learn how fellow organisations are managing their assignment processes.