CRM Management

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, [...]

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 [...]

Integrating AutoQuotes with your Salesforce CRM brings numerous benefits. So how does Better Partners’ AutoQuotes Integration for Salesforce work? Is there more than one option available? [...]

AutoQuotes is an online catalog application, popular in the foodservice equipment and supplies industry. The software creates and generates digital and printed quotes, purchase orders and product [...]

Optimizing Salesforce Can Be Challenging… The longer you’ve been using Salesforce, the tougher it can be to keep your orgs healthy. This is why optimizing Salesforce CRM is so [...]

Our last post introduced the new Salesforce Lightning Editions. This post we’ll do a deeper look at Process Builder, bringing automation to Professional Edition. A quick recap of the [...]

Back in February 2016, Salesforce announced changes in their edition pricing. In addition to announcing their prices increasing by 15% to 20%, new features are being added to each edition. These [...]

The Lightning Process Builder is a Salesforce automation tool. For users who are familiar with Workflow Rules, the this tool is the next generation. Similarly to workflow rules, it allows [...]

Brian Kwong, our VP of Delivery & Operations, presented at the Salesforce World Tour in Chicago Thursday. He introduced two use cases for combining Visual Workflow and the new Lightning [...]

At Dreamforce 2013, Torrey & Brian presented a Salesforce session Data as an Asset with DemandTools & More. One of the principles we mentioned is what we call “Star Trek IT.” [...]