Salesforce Customer Data Platform (CDP) is a product offered by Salesforce that allows businesses to collect, unify, and activate customer data from […]
In Salesforce, a joined report allows you to combine data from multiple objects and display it in a single report. Here are […]
In Salesforce, you can use a formula field to assign points based on the type of meeting. Here is an example formula […]
When assessing lost opportunities it’s instructive to review where in the pipeline opportunities are being lost. Put another way we want to know at what sales stages do we experience pipeline leakages.
In a fully optimised sales process deals flow from one stage to another until closure. Lost deals point to problems in the sales process depending on where they leak from. These problems could include no emotional connection, information overload, undefined needs, poor on boarding, etc.
Using standard Salesforce reports we can develop a view of where in the sales process deal are lost. To do this we will start by creating an Opportunity History Report.
Here’s a look at the features covered in the maintenance module. Multi-factor Authentication (MFA)From February 2022, MFA will be required – there […]
Some great new features released. Here are a few of our favourites. Dynamic Gauge Charts Dynamically update gauge target performance values with […]
If an Org has two nodes immediately below the prime node there is an issue with including all records owned by users […]
Some updates which caught my eye Develop apps from spreadsheets using new low-code options – Check it out here. Log meeting notes […]