Blog

The latest Salesforce tips and advice from Zon Projects.

Sales Pipeline Reporting

Sales Pipeline Reporting

Useful Sales Report One of the things we are asked about the most is how to get useful Sales Report and Dashboards from Salesforce.  Although Salesforce comes with some pre-built sample reports, they generally don’t fit what the client’s needs as each client may have...

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Salesforce Sales Pipeline

Salesforce Sales Pipeline

Training in Salesforce We often receive calls from Organisations who want some form of Salesforce training.  Generally, they have Salesforce in place but feel they are not using it as well as they should and therefore are not getting value for money.  Salesforce is...

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All about Salesforce Leads and Opportunities

All about Salesforce Leads and Opportunities

Leads or Opportunities? Over the years many of our clients have asked us to explain the difference between Leads and Opportunities in Salesforce.  There is often a heated debate on this subject with clients Sales teams so we will try and explain it as best as we can....

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Salesforce data loading when using Professional edition

Salesforce data loading when using Professional edition

Many of my Salesforce clients have requirements to load some bulk data into their system. Either at the beginning of the project or constantly throughout as they add in raw accounts data etc. Salesforce provides some very good tools to allow you to do this, for...

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