Salesforce Success


How to Set Up Salesforce for Outlook

12

Dec 2015

How to Set Up Salesforce for Outlook

Salesforce for Outlook is a free way to integrated your email system with Salesforce.  It uses a downloaded program that is installed on your computer as a plugin for Outlook.  It will also sync Contacts, Tasks, and Events, if activated by your Administrator.  Typically this is set up to sync all Contacts that you own in Salesforce to Outlook.  From Outlook, only the Contacts in...

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How to Deactivate a User

12

Dec 2015

How to Deactivate a User

Watch the short video or follow the steps below   Click Setup Click Users Click Edit next to the user Uncheck the Active box and click Save


How to Add a User

12

Dec 2015

How to Add a User

Watch the two-minute video or follow the steps below   Click Setup Click Users Click New User Complete the form Note that the Username does NOT have to match the Email. Select the correct Role, User License, and Profile. Continue with the form Enter the mailing address and select the correct time zone for the user. If you want to wait to send the new...

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Get expert guidance on how to navigate your entry onto the Salesforce.com CRM cloud platform.

19

Jun 2015

How do I set up and get started on Salesforce.com?

It is not unusual for our clients to consider setting up Salesforce.com by themselves. Often the IT department wants to get involved since they typically don’t want to lose control or relevance within their realm. In that scenario, here is a great place to get started: Getting Started with Salesforce CRM. However, in our experience in doing over 100 of these projects, that it is...

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Inuit discontinues Salesforce for QuickBooks – 3 reasons it matters to you

17

Sep 2014

Inuit discontinues Salesforce for QuickBooks – 3 reasons it matters to you

Intuit will be discontinuing their Salesforce for QuickBooks product effective December 13, 2014. This product has been used for simple integrations between Salesforce.com and QuickBooks. All subscriptions must be transferred prior to the December deadline. So, why does this matter to you? Great question! Here are three reasons you should take action now in light of the impending deadline. 1. You currently use Salesforce for...

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Get Rid of "noreply@salesforce.com"!

28

Jan 2013

Get Rid of "noreply@salesforce.com"!

If you have sent some emails to your contacts directly from Salesforce, they may have received the emails with a “From” address that looks like “noreply@salesforce.com on behalf of Your Name <your email address>”.  For many organizations, this is not ideal branding. Luckily, this behavior can be toggled by the “Enable Sender ID Compliance” checkbox in Administration Setup – Email Administration – Deliverability.  So, your...

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5 Tips for Building a Winning Sales Organization – Salesforce Blog

28

Jan 2013

5 Tips for Building a Winning Sales Organization – Salesforce Blog

Growing your sales and building your business can be difficult to juggle. That is why it’s crucial that you focus your efforts in three key areas: your sales team, CRM system, and management team. With those in mind, you can improve your sales planning process and streamline your growth. Based on those key areas, here are five tips I’ve found effective for improving and growing...

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How to Choose the Right Salesforce.com Edition – Professional vs. Enterprise vs. Unlimited?

21

Jan 2013

How to Choose the Right Salesforce.com Edition – Professional vs. Enterprise vs. Unlimited?

So, you did your research to find the best CRM for your company, and you landed on Salesforce.com.  That was the easy part: Salesforce has the innovation, applications, and community to make it the first choice for customer relationship management.  Now for the hard part: which edition do you need? There are currently five Editions of the Salesforce.com Sales Cloud: Contact Manager, Group, Professional, Enterprise,...

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What Salesforce.com Won’t Tell You – Forbes

21

Jan 2013

What Salesforce.com Won’t Tell You – Forbes

“We hate our CRM system. It’s terrible. No one is using it. We need a better one.” “Can you recommend a CRM system that is more user friendly?” “Our CRM system? It’s nothing more than a glorified rolodex!” Sound familiar? It should. I hear these complaints all the time – both from clients and non-clients. Their complaints about their CRM (that’s Customer Relationship Management) systems...

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The Secret to Being Successful at Working Remotely

16

Jan 2013

The Secret to Being Successful at Working Remotely

Good tips from the Salesforce Blog: In the movie “Cast Away” Tom Hanks becomes so lonely he starts talking to a volleyball. Many remote workers relate to that feeling of isolation. They face challenges communicating effectively with headquarters, maintaining a tie to company culture, and getting feedback on ideas. While working remotely in San Luis Obispo for several years I’ve faced similar obstacles and managed...

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