Salesforce is a complicated piece of software. Here we provide guides, tips and advice on how to get the most out of your implementation. Learn Salesforce CRM Management.
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…
The amount of technology that is at our fingertips today – it’s incredible. It can also provoke a lot of anxiety, especially if you’re on the hunt to find the best possible tools for your business while on a budget. Where do you even begin researching for software? What apps can you trust? If Only…
Want to Change the Way You Do Business, for the Better? Integrate Email. You know the saying, “the road to hell is paved with good intentions.” If you or your teams are still using email the same way you were ten years ago, your well-intentioned use of technology is dated, at best. Worst case scenario? You’re…
Do You Know if the Data that Drives Your Business is a Mess? Sometimes it’s challenging to know if your sales team is keeping the proverbial house clean when it comes to good vs. bad data in Salesforce. If it’s easy to picture a sink full of dirty, stinky dishes, waiting to be washed, then…
Imagine yourself – a successful business owner – vacationing on the sunny beaches of Hawaii. You’ve got your piña colada in hand; the waves are crashing along the shoreline. Life should feel fantastic; yet, something’s amiss… Despite the Zen-like serenity, you can’t seem to shake the feeling that something is off with your business. Over…
Congratulations! Your company has made the investment in Salesforce. It’s just a matter of time before everyone is hitting their targets and blowing their goals out of the water, right? Unfortunately, it’s not that simple. It’s unrealistic to think that a piece of software could have that kind of impact just by “plugging it in”….
You know when you get the latest, greatest smart phone, and you feel super cool until you realize that you really only know how to use a fraction of it’s capabilities? That’s how most companies approach Salesforce. Why invest in a great tool, if you’re not going to maximize its capability to make your business…
On Wednesday, I had the great pleasure of co-presenting on a Salesforce Webinar. We provided an Introduction to Flow. Visual Workflow, or Flow, is a one of the Salesforce features that is a real passion of mine. Fans like to call it declarative programming, or programming with clicks not code. One of the great strengths…
Your data is one of the most important aspects to making your Salesforce implementation successful. When data is structured incorrectly, not complete, or simply not visible to the right people, your adoption and usability of the platform decreases dramatically. One of the common issues every customer experiences is duplicate data. In this article we’ll talk…
Accutech Security (Accutech) was founded in 1985 as Innovative Control Systems. They are a leading manufacturer of advanced electronic monitoring and security system. Accutech specializes in RFID-enabled systems to track the movement of people and provide immediate notifications if the person leaves a designated area. Like many companies, Accutech was having difficulty tracking activities on prospects…
At Dreamforce 2016, Better Partners’ VP of Delivery and Operation, Brian Kwong, presented on when to use the various automation tools available in Salesforce. This is becoming a more important topic as Salesforce automation tools are becoming more robust, admin-friendly, and often working with each other. There are three primary automation tools in Salesforce: Workflow…