Salesforce has begun the process of decommissioning the Classic user interface. Are you ready to take advantage of all the benefits that Lightning brings?
With CPQ, Salesforce.com now offers businesses, especially in the manufacturing, services, and retail spaces, the opportunity to put clear processes in place that can make sales teams more efficient.
We were able to leverage Lightning Visual Flows to help one of our customers improve and standardize processes, save time, eliminate errors, and accurately capture information in Salesforce. Check out how NYCAMH uses CopperHill’s Process Tracker powered by Salesforce’s Visual Flows.
98% of all companies have a wealth of neglected contacts — hidden gold nuggets, if you will — throughout their Salesforce org. I made up that statistic, but the point is, chances are good that your team is leaving money on the table by not checking in with old contacts periodically. Use the Last Activity Date to help you keep your Salesforce contact info fresh. Create a Contact list to display a call list of contacts who’ve had no activity during the past 180 days.