A CRM (customer relationship management) system should be your single source of truth for customer data. All customer-related information, such as contact details, purchase history, support tickets, and key communication, should be stored in a single, central location. This helps ensure that everyone in the organization has access to the same information about customers, which …
Building and maintaining customer relationships consists of two primary functions: communication and follow-through. Relationships will never be maintained without these two functions, much less improved. Communication is the foundation of any relationship. It is how we share information, build trust, and resolve problems. Phone calls, meetings (face-to-face or online), and emails are the primary ways we communicate with customers. …
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Salesforce Critical updates are very important to the health of your system
Is Salesforce driving productivity and results in your organization? If not, you’re doing it wrong. We often see clients use the system as a management tool and completely miss the value of using it as a CRM. After all, CRM stands for Customer Relationship Management and it should be the primary purpose of the system. …
Does Salesforce help your team’s productivity? If not, you’re doing it wrong Read More »
Salesforce’s Lightning Experience user interface will be automatically enabled on January 7, 2020. Salesforce releases Critical Updates and gives organizations plenty of time to ensure they are ready. Ready or not, those Critical Updates are enabled automatically on a specific future date. For more info on Critical Updates, click here. Lightning Experience is indeed the …
Salesforce Lightning Experience Is Being Enabled: Are You Ready? Read More »
There is a Salesforce Critical Update that will be automatically activated in February 2017. . . “Add Clickjack Protection for Legacy Browsers to Visualforce Pages Without Page Header.” First, you need to understand Clickjacking. Wikipedia describes It as “a malicious technique of tricking a Web user into clicking on something different from the the user …
Salesforce recommends best practices that include a full time administrator for companies that have 31 licenses or more. Click here to review Salesforce Best Practices for Administrators. All companies need to service their system and require some level of support. That’s where we come in. Our Certified Salesforce Administrators can support your business 24 hours …
