Once you have finished getting all your data into a CRM like Salesforce, reporting becomes then next important task to tackle. There are several different types of reports you can generate and this blog will cover creating joined reports in Salesforce. Read More
Last month, we talked about color coding for Zoho CRM tags.. Color coding has now been expanded to Zoho CRM picklist values and it is a game changer. This will allow you to know a lot more about a record simply by looking at it. Read More
You’ve got to give it to the Pipedrive development team–there have been pretty significant improvements that roll out every single month! They recently rolled out the ability to add custom columns and filters to the Leads Inbox. Read More
Every now and then, a deal may need to be removed from the Pipeline without being deleted entirely. Pipedrive makes it easy to convert these deals back to leads, so they’re still in the system and can be “promoted” to a deal in the future. Just be aware that not all deal fields will transfer back to the lead!
Microsoft To Do doesn’t get the attention it deserves. Microsoft has eggs in many different productivity baskets (Project, Planner, To Do, Outlook Tasks, OneNote To-Do Tags, maybe more?). To Do excels thanks to its straightforward interface with just enough features to get the job done. Now, if you’re using To Do in MS Teams, you’re missing out on one of the best features, and I hope it gets added to Teams soon! Just a quick note, if you do use To Do in Teams, you can also use the To Do desktop app, and everything will stay synced up nicely.
In the past, Dynamics came with one default theme, and creating a new theme was a bit of a pain–especially if you were trying to just differentiate between a sandbox and production environment (which, by the way, I highly recommend doing). Microsoft now has three out-of-the-box themes for you to choose from and copy/customize. Read More
Mapping Fields can be a significant time saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!