by David Carnes | Nov 4, 2018 | Executive, Ops Director
One area some find challenging in Salesforce is how sales middle management can use the platform to drive their teams. Specifically how they coach their staff and review individual pipelines and activities. Out of the box it is not obvious how to do it. In this...
by David Carnes | Jul 15, 2018 | Executive, Ops Director
This is the second Part of two focused on Account Based Marketing ABM on Salesforce Lightning. Part 1 detailed ideas for enabling ABM on the Lightning Account Page Layout. Part two outlines a set of features which can be combined together on a Home Page or App Page,...
by David Carnes | Jul 8, 2018 | Executive, Ops Director
Account Based Marketing (ABM) is a term I hear over and over from Salesforce customers. While some companies have an idea of what they want with ABM on Salesforce, most have no idea how to start. Some will end up investing in a tool such as Engagio. Most can start...
by David Carnes | Jun 3, 2018 | Executive, Ops Director
A simple, but powerful productivity feature called Favorites was added to Salesforce Lightning last year. Unlike many features, it does not need to be turned on by a System Administrator. It’s ready for use with some basic training for new and existing Users...
by David Carnes | May 20, 2018 | Executive, Ops Director
Salesforce Lightning Report Updates Salesforce’s Lightning Report Builder, which was first introduced in the Winter ’18 Release, went GA in Summer ’18. Woohoo! As of the Summer ’18 release it is very close to parity with the Report Builder in...
