Blog

Salesforce updates their entire Operating system 3 times per year for all Users. There is always a set of release notes, a webinar and numerous website updates. We filter out the noise of the releases and report on items that are important to SME businesses using Sales and Service Clouds and how they relate to you

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...
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...
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....