Salesforce CRM Tips and Best Practices Blog

Common responses we hear from companies who have either just purchased Salesforce or may be considering it are… “It’s so complicated!” “It’s so busy.” “I don’t even know where to start.” To that [...]

When clients lament the quality of Salesforce reports and dashboards, that’s usually a tip-off that a team may need to establish some best practices for entering data. The old adage “garbage in, [...]

It’s hard to have eyes on all the plates your sales team is spinning. You may wonder… What’s going on in the Opportunity Pipeline? What deals are in the works? Is my team on top [...]

Companies often come to us with a Salesforce data challenge. The conversation typically recounts how, over time, important data has scattered over multiple systems. Data has become messy, stale, [...]

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. [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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, [...]

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 [...]

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 [...]

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 [...]

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 [...]

We had a blast at Midwest Dreamin’ 2017 in August – one of our favorite parts was taking the opportunity to sponsor the Raspberry Pi contest with Cloud Force Collective (and be part [...]

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 [...]

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? [...]

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 [...]

Looking to launch the new Salesforce Lightning Experience? Join Better Partners at the Salesforce World Tour Chicago next week, June 15th, for a full day of innovation and access to the best [...]

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 [...]

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 [...]

Being a “cloud based service” company, sometimes we don’t get to meet our client partners in person. When an opportunity to get multiple partners together presents itself, we jump. Thankfully, we [...]

Are you a Salesforce Certified Admin? Are you planning on getting certified? Cirrus Insight has a deal for you. They’re giving away Amazon gift cards $200 for any newly certified admins in [...]

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 [...]

Better Partners is proud to announce they are the exclusive Sponsor for Apex & the Limits at this year’s MidWest Dreamin’ conference. MidWest Dreamin’ is Salesforce [...]

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.” [...]