Conga Composer allows you to generate documents from multiple Salesforce objects and related lists. Here's a new tutorial on how to use this valuable Salesforce application.
The standard Salesforce.com Quote functionality allows users to add images to line items within sales quotes. We recently helped a customer of ours set up their Products and Pricing in Salesforce.com, which included adding images of their products beside each item on their quote.
Clients often ask me what's needed to guarantee user adoption on a new or re-designed CRM system. Over the years, I’ve whittled my response to these three essential elements.
There are several options available to those looking to upload data into their Salesforce setups. Here's a look at some of the best choices.
We've previously examined how to forecast a full revenue picture in Salesforce. In today's post, we’ll focus on how you can setup Salesforce to easily track relationships between advertisers and agencies.
Based on customer feedback, Salesforce.com recently announced new pricing options for the Force.com application development platform. Learn more about what this means for those looking for more Salesforce flexibility and customization.
Marketing Automation with Salesforce.com: March 2013 Raleigh Salesforce User Group Meeting Highlights
The Raleigh Salesforce.com User Group meeting last week included some great discussions on marketing automation within Salesforce.com, as well as thoughts on the overall future of marketing automation.
The Raleigh Salesforce.com User Group will meet next Thursday, March 21st at the DoubleTree in Durham from 11:30am to 2:30 pm. Join Madrona Solutions Group and some of the most popular Salesforce.com Marketing Automation Partners including Eloqua, HubSpot, Marketo, Pardot and Silverpop.
We recently implemented a customized Salesforce.com solution for a financial services company. Learn how customizing certain standard Salesforce.com features helped this company reduce data-entry for their sales reps, increase data integrity, and prepare for other potential future system integrations.