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. [...]

Cross Object Fields in Salesforce Email Templates FIXED!

Have you ever wanted to use cross object fields in Salesforce email templates? You're not alone! Salesforce email templates are great at standardizing email messaging across your sales and service organizations. You're able to create beautiful looking email templates which your users can access and send to their leads and contacts. Hooray! But what if [...]

By | March 9th, 2016|Categories: Salesforce Email Templates, Salesforce for Outlook|0 Comments

Email to Salesforce is Not Working – Fixed!

[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 Salesforce's simplest and most powerful features is Email to Salesforce. Why? Great question! Salesforce is only as good as the data you feed it. If you log emails inside of Salesforce then your whole team will see what emails have been sent to the lead or [...]

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 [...]

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 for 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"] When trying to get emails from Outlook into Salesforce I used to have to take too many steps. I had to either copy and paste the contents into the appropriate location. Or if I had an email to case, or email to lead address set up I could forward [...]

By | April 29th, 2015|Categories: Salesforce for Outlook|2 Comments

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