How to Enable Kanban View in Salesforce Salesforce empowers sales organizations to optimize their pipelines by staying data-informed, accessing information in real time, and collaborating effectively across teams. One of the most powerful (and often underutilized) ways it does this is through the Kanban View. Salesforce Kanban View gives sales teams a high-level visualization of the entire sales pipeline, enabling them to easily see, edit, and move opportunities through its stages, see the number of deals and

Measuring customer satisfaction KPIs is more important than ever before. Customers today expect a personalized, often round-the-clock experience that includes high product or service performance, omnichannel customer support, and personalization in all interactions.  The connectivity of the world today has also made word-of-mouth marketing more prevalent and popular as consumers lean on online reviews and testimonials available at the click of a button. Companies must strive to provide an experience that keeps customers satisfied and increases the likelihood they’ll recommend

Optimizing the Vendor Deal Registration Process through Salesforce Resellers face unique challenges because they don’t sell their own “stuff.” Some of our reseller clients regularly represent over 100 vendors. Those vendors can offer anywhere from 2 to 200 products, many of which need to be wrapped in professional services to deliver solutions to their customers. The sales process can be quite complex. Resellers can’t just do their best to register deals and leave the rest up to fate. They must

What is the Difference between Salesforce Classic and Lightning? Salesforce has been the top CRM system for B2B sales since the early 2000s, but the launch of Salesforce Lightning in 2016 took its capabilities to the next level, upgrading the tool to align with modern data needs and demand for a better user experience.  While businesses can still use Salesforce Classic for now, Lightning continues to upgrade its capabilities and transition applications to the new platform, making Lightning the more

Need Ideas in Salesforce Lightning? Here's What You Can Do Salesforce Ideas gives customers a vehicle for sharing their ideas with companies, which in turn helps companies decide which products, services, and new solutions to put into development. Since the launch of Salesforce Ideas in 2006, Salesforce has evaluated thousands of ideas for itself and Salesforce users have begun using Ideas capabilities to curate and evaluate ideas from their own customers, partners, employees, and other community members. The problem? Ideas