Sales Applications: The Best of the AppExchange

Improve your workflow and get the most from your sales reps with our list of our favourite sales applications from the Salesforce AppExchange. [...]

3 Reasons to Update Salesforce from Your Inbox Now

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] Update Salesforce from your inbox now! What are you waiting for?! Here are three compelling reasons for you to stop flipping back and forth between your inbox and Salesforce.com today: 1. Save 60 Minutes Today Using a tool like ContactMonkey can eliminate up to 70% of the repetitive steps [...]

Salesforce Mass Email Limit

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] Sending out mass emails can be a great way to communicate to your contacts and leads. Salesforce comes with an out of the box mass email solution. This is a great tool for sending out messages to fairly small groups of addresses. But it really doesn't take long [...]

Send and Add Email to Salesforce from Outlook

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] Stop using BCC! There is nothing more annoying to Salesforce users when their outbound email ends up in unresolved items because of duplicates or someone isn’t in Salesforce yet. This creates double the work for users (which no user ever wants to do) and more likely than not, [...]

BCC to Salesforce not working?

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] One of the quickest ways to get your emails from Outlook into Salesforce.com is to use the BCC to Salesforce feature. It’s just one click away and adds your emails right to the lead or contact you are replying to. This can be a really powerful way to [...]

Salesforce AppExchange Passes 3 Million Installs

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] The Salesforce AppExchange has just surpassed an impressive 3 million installs. This is an astounding achievement by Salesforce and an event which further solidifies that the CRM has been successful in creating a platform worthy of the ages. Just two years ago, the AppExchange was the home of 1,800 [...]

How To Add Salesforce Custom Objects to Outlook and Gmail

You can now view and edit Salesforce custom objects from within Outlook and Gmail. Why is this a big deal? Up until now you could only view Salesforce standard objects like Contacts, Opportunities and Cases in Outlook using Salesforce for Outlook's Side Panel. If your team used custom objects you had to leave your inbox [...]

Creating a Salesforce Contact from Outlook

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] These wise men have a few things to say about saving time by creating a Salesforce Contact from Outlook: “You will never find time for anything. If you want time you must make it.” – Charles Buxton “Time lost is never found again.” – Benjamin Franklin “Dost thou [...]

By | April 21st, 2015|Categories: Salesforce Adoption, Salesforce for Outlook|0 Comments

Driving Salesforce Adoption with Custom Objects

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] Scott Mortimer is a Certified Salesforce.com Administrator with over 15 years of IT Support and Project Management Experience. An easy way to drive Salesforce.com adoption is to create automated processes that allow for easy to use functionality within your Salesforce org and replace out dated paper forms, or [...]

By | April 17th, 2015|Categories: Salesforce Adoption|0 Comments

Salesforce Analytics Cloud is a Game Changer

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] The Internet is buzzing about Salesforce Analytics Cloud right now, and for good reason. A single tool that instantly brings together huge sets of data from all verticals of an organization into one, beautifully designed place. For data junkies like us at ContactMonkey, this is certainly something to [...]

By | April 10th, 2015|Categories: Salesforce Adoption, Salesforce News|0 Comments