Bridging the productivity gap with Process Builder
When it comes to sales professionals, you’d expect they spend most of their time selling the company’s goods and services. It’s logical, after all. But they don’t. Research from Salesforce’s ...
How to create focused, KPI-driven Salesforce Dashboards
Dashboards can’t function without data. But too much data can also make dashboards irrelevant. As Salesforce’s functionality has increased, companies have migrated more and more of their important data into ...
New Guide Available: Increase User Adoption and Productivity with Salesforce Customization
Your Salesforce solution means so much to your organization already, and it always has the potential to do even more. Many organizations only scratch the surface of what Salesforce can ...
Starting Your Path to Success: 10 Reasons to Document Your CRM Strategy
Redpath believes every business should have a road map for their CRM. That’s why we developed the Path to Success, a free guide for building a road map that identifies ...
Cloudy’s Bright Ideas: Find your Data – List views
When you log in to Salesforce, you want to quickly find, sort and interact with the right records, without a lot of clicking around. List Views are a very easy ...
Cloudy’s Bright Ideas: Customize Search and Lookup Results
In Cloudy’s last post, we learned about finding records using salesforce global search; these suggestions apply to all users. An administrator can further customize search results to be more meaningful ...
Cloudy’s Bright Ideas: Find Your Data – Search!
Whether you are a brand new Salesforce user or an old hand, consider these bright ideas to streamline your workday, increase productivity, and get the most out of your ...
Cloudy’s Chalkboard: Tracking the stars in your salesforce universe – Part 1
Who are your STAR clients? Are any of those relationships at risk? If you are using salesforce.com CRM, you understand the idea of Customer Relationship Management: you want to ...
Cloudy’s Chalkboard: Use a Workflow to send an Email
Using workflows in salesforce.com to automate your business processes saves you time, money and frustrating busywork. Today, we will set up a workflow to send an email. Emails can be ...
Cloudy’s Chalkboard: Email Template Pro Tips!
In Cloudy's last two posts, you learned how to set up salesforce.com email letterheads and templates. Once you get started with email templates, you won't want to quit! The possibilities for ...
