I had a few questions come up this month with respect to field mapping. Field mapping issues during imports can cause duplicate records being created across multiple record types, so if this has happened to you, check out this tip from earlier this year. Pay close attention to the icons in the mapping section of the import wizard! Check out the screenshots in the tip for more information. Cheers!
For those of you with Dynamics 365 PSA/Project Operations or Field Service — did you know that there is a wizard to check the health of your schedule board? This can be helpful if your schedule board stops working as expected, or if you’re just doing some spring cleaning/overall maintenance. Keep reading to learn where to find it!
Sometimes a contact works with more than one account and you are probably left struggling with how to make this work in Salesforce. Luckily you can set up contacts with multiple accounts in Salesforce. Read More
When you have a list of records to update in Salesforce, it can be cumbersome to keep navigating back and forth between the list and the record. It would be much easier if you would work with both at the same time. Split view in Salesforce Lightening will help you do this! Read More
Have you wondered what Zoho CRM Sales Signals are? They provide a central location for all of your interactions with your leads, contacts or deals. They provide notifications from all of your different communication channels – including emails, website visits, etc. Read More
While Pipedrive does not have a gamification feature, there is a short animation that plays when you win a deal. It’s cute and not too long, but it’s easy to disable if you prefer.
Did you know that Zoho CRM has a multiple pipeline feature that enables your company to easily separate revenue streams? Pipelines are the expected amount of revenue in open deals based on the deal stage. If you have multiple sources of revenue it can be hard to easily keep all the revenue separate to see detailed financials. And that’s where multiple pipelines come in! Keep reading for an introduction to the Zoho CRM Pipeline feature. Read More
In our last post we advised on the discontinuation for Zoho support for the Outlook plugin available through the Zoho Marketplace, and how to switch to the email add in available through Microsoft. One issue that this new add in brings up is that it does not sync your existing email/contacts/calendar. This can be a major problem! Fortunately, you have a couple of different options to enable syncing. Read More