Category Archives: Salesforce
Lightning for Outlook vs. Salesforce for Outlook: Which is Better? (2019 Honest Review)
There are a few basic questions sales teams have when attempting to integrate Outlook with Salesforce: Should I be using “Lighting for Outlook” or “Salesforce for Outlook”? I’m using Salesforce for Outlook. Should I upgrade? What is the “Salesforce Outlook Integration”? Is this a new tool? Are there any third-party tools that are better? What’s […]
4 Ways Successful Private Wealth Management Firms Excel At Client Experience
The rise of technology to the client and the organization is causing a disruption in the marketplace. Wealth Management Firms can no longer look the other way at new technology that will impact their clients, their advisors, their business, and their bottom line. With the economy experiencing long-term cycles caused in part by changing demographics, […]
4 Ways To Keep Sales Activity Data Current In Salesforce
21 June 2018 Salesforce, Sales, Sales Leaders
4 Ways To Keep Sales Activity Data Current In Salesforce As Sales Leaders, we need reliable data from our Salesforce CRM to help us make good business decisions yet many of us struggle to have our Sales team keep their activity current. We understand how inefficient the update process can be at times and we want […]
5 Steps Admins Can Take To Improve Salesforce Adoption From Sales Users
9 May 2018 Salesforce, CRM, CRM Admin, CRM Adoption
5 Steps Admins Can Take To Improve Salesforce Adoption From Sales Users Given the nature of the position and the pressure to hit challenging targets, often sales users are the lower adopters of Salesforce in most organizations. According to this Salesforce blog, “CRM systems are too often conceived and implemented with little or no consideration […]
4 Steps to Prepare To Your Salesforce Lightning Migration in 2018
12 April 2018 Salesforce, CRM Admin
According to Salesforce, migrating to the lightning experience has boosted users productivity by nearly 40%. With Salesforce adoption still being a major priority for Salesforce administrators, putting a focus on the user experience can make all of the difference. It is important to take the first step of determining as an organization what your goals […]
A Recap of Southeast Dreamin 2018
A fun Recap of Southeast Dreamin 2018, Salesforce community-led event. We had an #awesomeadmin time at Southeast Dreamin 2018! At this year’s event, we offer the first ever attendee scavenger hunt! To learn more about the scavenger hunt- read this post! We had over 100 attendees participate in the scavenger hunt with 679 task completed! […]
Top Goals for Salesforce Administrators in 2018
5 January 2018 Salesforce, CRM Admin, CRM Adoption
Top Goals for Salesforce Administrators in 2018 We recently took to Twitter to find out from #AwesomeAdmins what their top Salesforce goals are for 2018. If you would like to follow along, follow @ZynBit of twitter and post your goals! We have also curated a list of resources to help Salesforce Administrators achieve those goals! Getting More Salesforce […]
Make Data Integration to Salesforce a Breeze
13 December 2017 Salesforce, CRM Admin, CRM Adoption
Automate Work Processes To Improve User Adoption to Salesforce Salesforce Administrators face many challenges, and they recognize and appreciate every opportunity to build automated processes that improve user adoption and remove errors for higher quality Salesforce data. ZynBit’s Salesforce Admin feels the same way and that is why she wants to share how she has solved […]