Sound like you? Many of our clients do not have a dedicated Salesforce Administrator on staff so there’s no one at the “expert” level to internally advise your team. What’s more typical is the company with a point person who’s responsible for “dealing with” Salesforce and is actually excited about all it offers. But without…
We work with a lot of companies who are just starting to use Salesforce. They’ve gone through the trial process, and are feeling overwhelmed. Often, we hear the complaint, “Salesforce is huge. It offers so much, yet I don’t know where to start. How do I get this rolling for my company!?” When this is…
A devoted Salesforce Admin is the lifeblood of any organization that’s made the commitment to Salesforce. But even the most experienced Salesforce Admin still needs additional support to conquer two common challenges… Challenge 1: Find the Right Solution The Salesforce environment offers multiple, flexible ways to solve problems. And the easiest solution isn’t always the…
Ready to up your Salesforce game? We’ve got some inside information… We genuinely want our clients to succeed, which is why we’re giving you a heads up on what Salesforce apps and tools are new (or necessary!) in 2018. As you probably know, remaining diligent about documentation is key. We could talk about that all day….
Is your business feeling the data pinch? Most small business owners tracking their customer information start with old and isolated tools. It’s not uncommon for owners to manager their business in email or spreadsheets. This makes sense when you first start out and your available budget is small. These tools are often very familiar and…
We’ve seen it time and time again – a company invests in valuable tools like Salesforce and they end up dissatisfied with the product. Why? They’re not using it properly, which means they’re not getting the results they need or expected. In most cases, we can pinpoint the problem: bad data in = bad data…
Flight Plans is a new product from Cirrus Insight. It is an additional feature to your existing Cirrus Insight e-mail integration for Gmail. Flight Plans allows you to formalize and automate portions of your business processes. It’s a fit for processes in Sales, delivery, customer service, and nearly any of your business processes involving customer…
We know it’s a mouthful, but we’d be remiss if we didn’t add Declarative Rollup Summaries for Lookups to The Better List! The Better Partners team built The Better List to help you find the best possible tools for your business, while on a budget. Our tech geeks did the research for you, and based…
Xappex’s XL-Connector (fomerly Enabler4Excel) by Taralex LLC hits The Better List! The Better Partners team built The Better List to help you find the best possible tools for your business, while on a budget. Therefore, our tech geeks did the research for you. We’ve based our recommendations on six parameters based on capability, cost, and…
CRMFusion’s Demand Tools made the list! The Better Partners team built The Better List to help you find the best possible tools for your business, while on a budget. Our tech geeks did the research for you, and based our recommendations on six parameters based on capability, cost, and customer service (check out this blog…
Better Partners Vice President of Operations & Delivery, Brian Kwong, recently shared his ‘wizardary’ at the Salesforce World Tour Chicago. If you missed out on his presentation, “5 Tips to Launching Salesforce Lightning Experience”, you’re in luck! Here’s everything you need to know… The Most Important Thing Salesforce Users Need to Know The transition from Classic to…
Cirrus Insight has made The Better List! The Better Partners team built The Better List to help you find the best possible tools for your business, while on a budget. Therefore, our tech geeks did the research for you. We’ve based our recommendations on six parameters based on capability, cost, and customer service (check out…