Financial Services Solutions: Pricing Desk in the Cloud

In a previous blog, “Customizing for Better Business Results,” I described a customized Salesforce solution configured for a financial services organization to help realize the greatest possible return from its investment. After seeing the initial value the platform delivered for its business, the institution wanted to expand its use of…

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How to Get the Most Out of Dreamforce DF13

Dreamforce 2013 is just around the corner and minus the crowds, I’m most looking forward to, well, almost everything; the sessions, keynotes, networking, music and fun.  With more than 1000 expert-led sessions (and more than approximately 50,000 people to compete with for sessions), it’s critical to carefully plan your Dreamforce conference agenda ahead of time.…

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Raleigh Salesforce User Group July 2013 Meeting: Connecting all the Dots with FinancialForce, Success Community and Group Therapy

Last Thursday, the Raleigh Salesforce User Group got back to a standard educational luncheon, and while many of us were away on vacation, returning from vacation or preparing for vacation, we still were a hearty group of more than 50. Once comfortably seated and well-fed by FinancialForce, Jeff Beane, one of FinancialForce’s Enterprise Account Executives, explained how FinancialForce can...

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Raleigh Users: Join Us at the Raleigh Salesforce User Group Meeting July 25th

Register now for the July 25th Raleigh Salesforce user group meeting, where you’ll learn about Salesforce tools and features that will help you increase user adoption, save time and make you a Salesforce superhero! FinancialForce will be with us to discuss how the growth of the cloud will impact back office applications such as Finance & Operations and why connecting the front...

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SkyVisual Editor and May 2013 Raleigh Salesforce User Group Meeting Highlights

I think I can speak for all of us when I say we had a great time at the Raleigh UG Event this past Wednesday night! We had a record turnout from members of our Community (over 100 total attendees!) including users, partners and reps. These meetings are always terrific opportunities to make new connections and discuss how to best facilitate our...

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How to Add Product Images to a Salesforce Quote

The standard Quote functionality allows users to add images to line items within sales quotes. We recently helped a customer of ours set up their Products and Pricing in, which included adding images of their products beside each item on their quote. It’s a simple, 4-step process, but there doesn’t seem to be a lot of available documentation on this feature (even...

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Customizing for Better Business Results

All Sales organizations (even those within the same industry) have unique sales processes due to their company’s individual cultures, sizes, and employee talent. Out of the box solutions can help better manage these processes, but tailored solutions, configured to fit an organization’s specific business processes, will produce the greatest possible ROI.…

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The Top 5 Feature Releases of the Spring ’13 Release

The Spring ’13 Release notes are out. Sandbox previews are available. Salesforce is about to start delivering some rich new features to our Salesforce production orgs. Listed below are my Top 5 Favorite Feature Releases of the Spring ’13 release: 5.) Salesforce Touch As I mentioned in my previous post on Salesforce Touch, this feature has lots of potential...

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Salesforce Touch: Still a Work in Progress

Salesforce Touch is available for the iPad as a part of the Winter ’13 release. This feature lets you view and do some basic work with Accounts, Contacts, Opportunities, Tasks and custom tabs included in the Sales app, and lets you see your Chatter data, including People Groups and Feeds. (All these items are available to you in pleasantly large font).…

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Dreamforce 2012 Recap – A Summary of the Big Announcements

After a somewhat surreal appearance by MC Hammer, things got started with Mark Benioff announcing an array of new products. This kicked off with the eagerly anticipated full release of Salesforce Touch. The Touch UI is something like a virtual rolodex, allowing you to easily scroll to the data in your Salesforce org with one finger.…

Read More Round Robin, Round Robin, Assign Me a Record – For Free Please

Are you spending your valuable time assigning Cases or Leads manually when you could be spending your time doing something more productive? Would you like for your Cases and Leads to be automatically assigned directly to your team members and distributed equally among them? If so, here are a couple of great, free Round Robin Assignment options to assist you.…

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