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. [...]

Email to Salesforce is Not Working – Fixed!

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 contact. This makes for great company-wide communication. [...]

3 Reasons to Update Salesforce from Your Inbox Now

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 today: 1. Save 60 Minutes Today Using a tool like ContactMonkey can eliminate up to 70% of the repetitive steps it takes to log each and every [...]

How to Bcc an Email to Salesforce from Gmail

How to Bcc an Email to Salesforce from Gmail One of Salesforce's greatest features is the ability to add an email to Salesforce. This feature enables all of the emails you're sending out to be logged against the proper lead or contact, helping you run proper activity reports and giving your whole excellent visibility into the communication you're [...]

Gmail Salesforce integration

Let's talk about Gmail, and why we need Gmail Salesforce integration. Business has changed, we use more and more cloud services like gmail. Small and mid sized businesses are realizing they don't need to spend big money on building internal infrastructure. Gone are the days when everything has to be in house and maintained by [...]

By | May 12th, 2015|Categories: Email Tracking Gmail, Salesforce Gmail Integration|0 Comments

Salesforce AppExchange Passes 3 Million Installs

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 B2B apps. Now that number has grown [...]

How To Add Salesforce Custom Objects to Outlook and Gmail

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 [...]

Increasing Salesforce Adoption – What’s the Winning Strategy?

Increasing Salesforce adoption seems to be extremely topical today, and for good reason. 35% of delegates from Dreamforce '14 said that they have major adoption issues ( Quite honestly, I believe this number is actually higher because not everyone likes to admit they have major adoption issues. Customization, training, constant improvement, support and change management are [...]

Salesforce Gmail Integration Now Supports Group & Professional Editions!

Salespeople are trained to log all customer interactions in Salesforce. This includes: Creating leads, contacts and accounts Logging calls Creating events Editing tasks Updating opportunities Creating cases This is all fine and dandy however it’s a pain for salespeople to flip between Gmail and Salesforce all day long. It’s time consuming and distracting. Wouldn’t it [...]

By | December 31st, 2014|Categories: Salesforce Gmail Integration|0 Comments

Salesforce Gmail Integration – Now Available

Salespeople spend the majority of their day in their inbox. However they’re also tasked with keeping Salesforce information up-to-date including creating contacts, updating leads, logging calls, editing opportunities and creating cases. This means they have to toggle between their inbox and Salesforce up to 100 times per day. This time consuming task takes salespeople away [...]

By | December 30th, 2014|Categories: Salesforce Gmail Integration|0 Comments